How do I drill down in a PivotTable?

Right-click the item you want to drill up on, click Drill Down/Drill Up, and then pick the level you want to drill up to. If you have grouped items in your PivotTable, you can drill up to a group name.
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What is drill down feature in pivot table?

Double-click a pivot table value, to create a new sheet with the records used in that total. That is Excel's DrillDown (Show Details) feature. Use macros to name the sheets, and ask if you want to delete them when closing the workbook.
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How do you turn on the drill down in Excel?

To enable drill-down, collapse the matrix. From the Design tab > Show Levels > Enable Drill Down One Level at a Time. Double click a top-level hierarchy field.
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Why can't I drill down in Excel?

You need to double-click on a cell in the Value area to get a drill down list. It sounds like you have a value field that is blank. If so, you should be able to double-click on the blank cell next to the person's name to get a drill down.
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How do you click in a PivotTable?

Click anywhere in the PivotTable. On the Options or Analyze tab (depending on the Excel version you are using) on the ribbon, in the PivotTable group, click Options. In the PivotTable Options dialog box, click the Data tab.
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Learn Excel - Drill Up



How can you drill down a PivotTable to display detailed data quizlet?

How can you drill down a PivotTable to display detailed data? Double-click a cell in the PivotTable.
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How do you drag in a PivotTable?

Click Manual to rearrange items by dragging them. Hover the cursor over the item's border until you see the four-pointed arrow, then drag. You can't drag items that are shown in the Values area of the PivotTable Field List.
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How do I drag fields in a PivotTable?

To move a pivot table label to a different position in the list, you can drag it: Click on the label that you want to move. Point to the border of the selected cell, and when the pointer changes to a four-headed arrow, drag the cell to its new position.
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How do I arrange in ascending order in PivotTable?

Click a field in the row or column you want to sort. next to Row Labels or Column Labels. Under Sort, choose Ascending or Descending, and select from the options in the Sort by list.
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How do you make a drill down?

Use Drill Down Buttons

Expand the Show/Hide group. Click the Field Buttons list arrow. Select Show Expand/Collapse Entire Field Buttons. The Drill Down buttons now appear at the bottom-right corner of the PivotChart.
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How do you sort a PivotTable from largest to smallest?

To sort pivot table column:
  1. Right-click on a value cell, and click Sort.
  2. Then, click Sort Smallest to Largest or Sort Largest to Smallest.
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What is the drill down approach?

Key Points

Drill down is a simple technique for breaking complex problems down into progressively smaller parts. Start by writing the problem down on the lefthand side of a large sheet of paper. On the right of each point, write down the points that make up the next level of detail.
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How do you refresh data in a PivotTable?

Manually refresh
  1. Click anywhere in the PivotTable. ...
  2. On the Options tab, in the Data group, do one of the following:
  3. To update the information to match the data source, click the Refresh button, or press ALT+F5. ...
  4. To refresh all PivotTables in the workbook, click the Refresh button arrow, and then click Refresh All.
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How do I add a calculated field to an attendance in a PivotTable?

Add a calculated field
  1. Click the PivotTable. ...
  2. On the Analyze tab, in the Calculations group, click Fields, Items, & Sets, and then click Calculated Field.
  3. In the Name box, type a name for the field.
  4. In the Formula box, enter the formula for the field. ...
  5. Click Add.
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How do I create a PivotTable hierarchy?

Follow these steps:
  1. Open the Power Pivot window.
  2. Click Home > View > Diagram View.
  3. In Diagram View, select one or more columns in the same table that you want to place in a hierarchy. ...
  4. Right-click one of the columns you've chosen.
  5. Click Create Hierarchy to create a parent hierarchy level at the bottom of the table.
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How do I drag multiple columns into a pivot table?

In the PivotTable Field List, in the Choose fields box, click and hold a field, and then drag it to the Values area in the layout section.
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How do I edit a pivot table in Excel?

Edit a pivot table
  1. Add data—Depending on where you want to add data, under Rows, Columns, or Values, click Add.
  2. Change row or column names—Double-click a Row or Column name and enter a new name.
  3. Change sort order or column—Under Rows or Columns, click the Down arrow. ...
  4. Change the data range—Click Select data range.
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How do I drag columns in Excel?

How to drag columns in Excel
  1. Select the column you want to move.
  2. Put the mouse pointer to the edge of the selection until it changes from a regular cross to a 4-sided arrow cursor. ...
  3. Press and hold the Shift key, and then drag the column to a new location. ...
  4. That's it!
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How do I manually sort a PivotTable drag?

Sorting Data Manually
  1. Click the arrow. in Row Labels.
  2. Select Region in the Select Field box from the dropdown list.
  3. Click More Sort Options. The Sort (Region) dialog box appears.
  4. Select Manual (you can drag items to rearrange them).
  5. Click OK.
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Why would you use data bars with a PivotTable?

Highlight the Cells using Data Bars in Pivot Table. Data bars are mostly helpful in financial analysis. This feature is to differentiate from largest to smallest numbers. The length is represented as a value in the cell of the data bar and the long bar represents the largest value.
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When would you use a PivotTable?

A PivotTable is an interactive way to quickly summarize large amounts of data. You can use a PivotTable to analyze numerical data in detail, and answer unanticipated questions about your data. A PivotTable is especially designed for: Querying large amounts of data in many user-friendly ways.
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How do you create and use a PivotTable in Excel?

Create a PivotTable in Excel for Windows
  1. Select the cells you want to create a PivotTable from. ...
  2. Select Insert > PivotTable.
  3. This will create a PivotTable based on an existing table or range. ...
  4. Choose where you want the PivotTable report to be placed. ...
  5. Click OK.
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What does double clicking in a pivot table do?

When you double-click on a pivot table value cell, Excel creates a new sheet, with a list of all the records that make up that total value. The double-click runs Excel's Show Details command – it's a helpful troubleshooting feature, but can add clutter to a workbook, because of all the sheets that it creates.
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How do I collapse multiple rows in a pivot table?

Expand or Collapse the Pivot Field

Select on of the Expand/Collapse options: To see the details for all items in the selected pivot field, click Expand Entire Field. In this example, that will expand all the City items. To hide the details for the selected pivot field, click Collapse Entire Field.
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