How to Use WPS Pivot Table on Windows

Use Pivot Table with 11 indexed topics, including 11 free items and 0 membership-related items; open the topic you need and follow the entry path and steps below.

How-to Index

How-to Guide

1. Create a Pivot Table

Feature entry: Insert → Pivot Table

1. Select any cell in the source data range.
2. Click Pivot Table on the Insert tab.
3. Confirm the data range and where the report should be placed.
4. In the field pane, drag fields to Rows, Columns, Values, and Filters as needed.
5. Click OK to create the Pivot Table.

Success Criteria

• A new Pivot Table area appears in the worksheet.
• The field pane is available so you can continue adjusting the layout.

Tips While Using

• The source data should include clear field headers.
• Moving a field to a different area changes the report result.

2. Change the Value Field Summary Method

Feature entry: Pivot Table → Value Field Settings

1. Select a value field in the Pivot Table.
2. Click the arrow next to the field.
3. Select Value Field Settings.
4. Choose a summary method such as Sum, Count, Average, Max, or Min.
5. Click OK.

Success Criteria

• The values area updates with the selected summary method.

Tips While Using

• Different field types may be better suited to different summary methods.

3. Insert a Slicer

Feature entry: Analyze → Slicer

1. Select an existing Pivot Table.
2. Click Slicer on the Analyze tab.
3. Select the field you want to use for filtering.
4. Click OK.

Success Criteria

• A slicer control appears in the worksheet.
• Selecting slicer items changes the Pivot Table results.

Tips While Using

• Slicers are useful when you need to switch filters frequently.

4. Change Pivot Table Options

Feature entry: Analyze → Options

1. Select an existing Pivot Table.
2. Click Options on the Analyze tab.
3. Adjust layout and format, totals and filters, display, or data settings.
4. Click OK.

Success Criteria

• The Pivot Table display or behavior updates based on the selected settings.

Tips While Using

• Review the reporting purpose before changing options that affect the current layout.

5. Hide Data

Feature entry: Analyze → Hide

1. Select the data you want to hide in the Pivot Table.
2. Click Hide on the Analyze tab.

Success Criteria

• The selected item no longer appears in the current Pivot Table result.

Tips While Using

• After hiding data, you can continue refining the report with filters or field settings.

6. Group Selected Items

Feature entry: Analyze → Group Selection

1. Select an existing Pivot Table.
2. Click Group Selection on the Analyze tab.
3. Combine multiple scattered items under the same field into a new group.

Success Criteria

• The selected items appear as a grouped category.

Tips While Using

• Grouping is useful for organizing data by category, range, or stage.

7. Ungroup Items

Feature entry: Analyze → Ungroup

1. Select an existing Pivot Table.
2. Click Ungroup on the Analyze tab.

Success Criteria

• The grouped structure is removed and the original item breakdown returns.

8. Change the Data Source

Feature entry: Analyze → Change Data Source

1. Select an existing Pivot Table.
2. Click Change Data Source on the Analyze tab.
3. Select the new source range.
4. Click OK.

Success Criteria

• The Pivot Table updates based on the new source range.

Tips While Using

• If the new source changes the field structure, the current layout may also change.

9. Clear Pivot Table Content

Feature entry: Analyze → Clear

1. Select an existing Pivot Table.
2. Click Clear on the Analyze tab.

Success Criteria

• The current Pivot Table content is cleared.

10. Move a Pivot Table

Feature entry: Analyze → Move

1. Select an existing Pivot Table.
2. Click Move on the Analyze tab.
3. Choose the new destination.
4. Click OK.

Success Criteria

• The Pivot Table is moved to the selected location.

Tips While Using

• Check the destination area first to avoid overlapping existing worksheet content.

11. Delete a Pivot Table and Use Fields and Items

Feature entry: Analyze → Delete; Analyze → Fields and Items

1. Select an existing Pivot Table.
2. To remove it, click Delete on the Analyze tab.
3. To continue with field-based calculations, open the Fields and Items drop-down list.
4. Select Calculated Field, Calculated Item, Solve Order, or List Formulas as needed.

Success Criteria

• The Pivot Table is deleted, or the Fields and Items tools are open for further setup.

Tips While Using

• Before using Fields and Items, confirm that the current field structure matches your calculation needs.