Microsoft Office Development and Consultancy

Excel

Pivot Table Tools - Options

Pivot Table

Name - The name given to this Pivot Table.

Options - Button with Drop-Down. Three commands Options which display Options dialog box, Show Report Filter Pages, Generate GetPivotData

Active Field

Active Field - The name of the active field.

Field Settings - Displays the Value Field Settings dialog box.

Expand Entire Field - Expands all items of the active field.

Collapse Entire Field - Collapses all items of the active field.

Group

Group Selection - Creates a group containing the currently selected items.

Ungroup Selection - (Shift + Alt + Left) Ungroups a range of cells that are currently grouped.

Group Field - Groups numeric or date fields

Sort & Filter

Sort Smallest to Largest - Sorts the current selection so the smallest items are at the top.

Sort Largest to Smallest - Sorts the current selection so the largest items are at the top.

Sort - Displays the Sort by Value dialog box.

Insert Slicer - (Added in 2010). Button with Drop-Down. Used in conjunction with PivotTables. Displays the "Insert Slicers" dialog box. This is not backwards compatible with Excel 2007.

Data

Refresh - (Alt + F5). Button with Drop-Down. Refresh - update all the information in this workbook that is coming from external data sources. Refresh All (Ctrl + Alt + F5). Refresh Status, Cancel Refresh. Connection Properties.

Change Data Source - Button with Drop-Down. The button displays the Change PivotTable Data Source lets you change the source data for this PivotTable. The drop-down also contains the Connection Properties command (sam as above)

Actions

Clear - DropDown - Clear All, Clear Filters

Select - DropDown - Labels and Values, Labels, Values, Entire PivotTable, Enable Selection

Move Pivot Table - Displays the Move PivotTable dialog box.

Calculations

Summarize Values By - (Added in 2010). Drop-Down.

Show Values As - (Added in 2010). Drop-Down.

Fields, Items & Sets - (Added in 2010). Drop-Down. This drop-down contains the commands: Calculated Field, Calculated Item, Solve Order, List Formulas, Create Set Based on Row Items, Create Set Based on Column Items and Manage Sets.

Tools

PivotChart - Creates a PIvotChart based on the data in this pivottable.

OLAP Tools - Drop-Down

What-If Analysis - (Added in 2010). Drop-Down

Formulas - (Removed in 2010). Drop-Down - contains Calculated Field, Calculated Item, Solve Order, List Formulas

Show/Hide

Field List - Toggles the display of the PivotTable Field List task pane.

Buttons - Toggles the display of the expand and collapse buttons on the pivottable.

Field Headers - Toggles the display of the field headings for rows and columns.