How to Use WPS Pivot Table on macOS

Use WPS Pivot Table with 3 how-to topics, all available without membership; choose a topic from the How-to Index and follow the steps to create, configure, and edit your analysis view.

How-to Index

How-to Guide

1. Create a Pivot Table

Entry: Insert → Pivot Table

1. Select any cell in the source data range and confirm that the range includes complete headers.
2. Click Pivot Table on the Insert tab.
3. In the dialog box, choose where to place the result, either in a new worksheet or an existing worksheet.
4. Click OK to generate the Pivot Table and open the field panel on the right.

Success Criteria

• Interface result: A new Pivot Table area appears in the worksheet.
• Next action available: The field panel is visible and ready for field arrangement.

Tips While Using

• The source data should include complete headers and should avoid empty rows or columns when possible.
• Confirm the analysis range before creation to reduce repeated source adjustments later.

2. Configure Pivot Table Fields

Entry: Pivot Table field panel

1. Find the fields you want to analyze in the field panel.
2. Drag a field into Filters to set a global filter condition.
3. Drag fields into Columns or Rows to organize horizontal and vertical categories.
4. Drag fields into Values to calculate summaries such as sum, count, or average.
5. Review the generated summary results in the worksheet.

Success Criteria

• Interface result: The Pivot Table shows summarized results based on the selected field layout.
• Next action available: You can continue adjusting field positions or add more analysis dimensions.

Tips While Using

• The result structure changes immediately when fields are moved between areas.
• The Values area is usually the right place for numeric fields that need calculation.

3. Edit a Pivot Table

Entry: Pivot Table field panel / right-click menu

1. Click any cell in the Pivot Table to reopen the field panel.
2. Drag fields to different areas to reorganize the data view.
3. Click a field in the Values area and change the summary method, such as sum, count, average, maximum, or minimum.
4. Use filters to switch between different data views.
5. When the source data changes, right-click the Pivot Table and select Refresh.

Success Criteria

• Interface result: The Pivot Table updates to reflect the new field layout or summary method.
• Next action available: You can continue filtering, sorting, or refreshing the results.

Tips While Using

• After source data changes, refresh the Pivot Table to sync the current results.
• In collaboration scenarios, it is helpful to let one team member adjust the layout for a more consistent analysis view.