There are many things you can do to this table. Let’s take a look.

Sort and Filter Fields

Each field is represented as a field box in filter field area, row field area, column field area and data field area of a pivot table.  As you can see, each field box has three parts – the name, the sort arrow and a filter drop down button.  You can click on the field box to toggle sorting.  You can also click on filter drop down button to change the filter.  Please note, not only you can change filter on filter fields as assumed, but also you can change filter in row fields and column fields.

Rearrange Fields

You can also drag and drop the field box.  Just grab any field, you will see a gesture indicating it is dragged.

If you move mouse slowly to different areas while holding the mouse left button, you will see indication of different drop area.  See screen shot below, if you drag to the column field area, you see a black rectangle.  It means if you drop now, the Account Type will be set to column field at the top.

Here is what you get.


By drag-n-dropping, you can easily rearrange fields among the four field areas.  In order to add a new field, you will need the field chooser area.  Many fields are assigned as filter field, data field, row fields columns fields.  For those unassigned fields, they will appear in field chooser area.  Fields in field chooser area can be dragged as well.  It can also take dragged fields from the four field areas.

The pivot table is updated immediately whenever the layout is changed.  So you can what data table looks like and decides if the current layout is the one they want.