How to Create a New Pivot Table in WPS on Windows

This how-to guide covers 4 operation topics for creating a new PivotTable, including selecting source data, creating the PivotTable, arranging fields, and deleting the PivotTable; 4 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Select the data range for the PivotTable

Entry path: Open a worksheet in WPS Spreadsheet and start by selecting the source data area.

1. Open the worksheet that contains the original data.
2. Select the data range you want to summarize.
3. Make sure the selected range includes clear headers.
4. Keep the selection active and prepare to open the Insert tab.

Success Criteria

• Interface result: The source data range remains selected.
• Next action available: You can move directly to Insert and create the PivotTable.

Tips While Using

• Common mistake: Missing headers or selecting only part of the dataset can affect the field list.
• Environment note: It helps to clean up blank rows, blank columns, or unclear headers first.

2. Create a new PivotTable and choose where to place it

Entry path: Insert → PivotTable.

1. Click the Insert tab on the top ribbon.
2. Click the PivotTable icon to open the creation dialog.
3. Confirm the current source range.
4. Choose New Worksheet or Existing Worksheet as the placement location.
5. Click OK.

Success Criteria

• Interface result: A blank PivotTable area appears in the workbook.
• Next action available: The field list and PivotTable areas are visible for further setup.

Tips While Using

• Common mistake: If you do not confirm the placement location, the result may appear in an unexpected area.
• Environment note: An existing worksheet should have enough empty space for the summary output.

3. Drag fields to build the summary result

Entry path: After creation, use the field list and move fields into the Page, Column, Row, and Data areas.

1. Review the new worksheet layout, including the PivotTable body, field list, and PivotTable areas.
2. Find the fields you want to analyze in the field list.
3. Drag fields into the Page, Column, Row, or Data area.
4. Continue adjusting field positions to compare different summary views.
5. Check whether the summary result matches your expectation.

Success Criteria

• Interface result: The PivotTable displays summarized results.
• Next action available: You can continue moving fields to change the layout or analysis angle.

Tips While Using

• Common mistake: If a numeric field is not placed in the Data area, the expected summary may not appear.
• Environment note: Field names come from the original headers, so unclear headers can affect recognition.

4. Adjust or delete an existing PivotTable

Entry path: Drag fields inside the PivotTable areas, or use PivotTable Tools to delete the PivotTable.

1. Drag fields up or down in the PivotTable areas to change their order.
2. Drag an unneeded field out of the PivotTable areas to remove it.
3. To delete the whole PivotTable, open the PivotTable Tools tab.
4. Click Delete.

Success Criteria

• Interface result: The field layout updates, or the PivotTable is removed.
• Next action available: You can create another PivotTable or continue editing the source data.
• No side effect: Deleting the PivotTable does not delete the original source data.

Tips While Using

• Common mistake: Deleting the wrong object can remove the current PivotTable view unexpectedly.