5.3 Understand layout options - Video Tutorials & Practice Problems

<v Illustrator>So far, we have been</v> taking advantage of the Pivot Table to summarize an aggregate data. But at this point, things really haven't looked that nice from a presentation perspective. In this sub lesson, we're gonna talk about how to layout a Pivot Table for a little bit better reporting presentation. What we're gonna focus on here is how to actually lay this report out. So, by default, let's just go ahead and put our cursor inside the Pivot Table first. And we're gonna go up into the tabs here and click on the design tab. And if we move over to the layout area, we can see there's a number of different layout options we have here. So what we're gonna do is click on this report layout and take a look at our different options. Right now, the default format or layout for a Pivot Table in the newer versions of Excel, is the compact form. And if I just move outside here, we can see that we have the different nesting, all right within one column. So if I click on, column A, we can see that we have our sales territories and our product categories all nested into one column. Which may look nice from a printing perspective, but maybe you wanna actually have these values down here, the nested ones, off in different columns. In which case the other layout options may be preferable for you. So let's go ahead and take a look. Okay. So once again, click inside the Pivot Table. We want to go up to the design tab and now let's move over to the report layout session. So we're gonna do here is we're going to choose the outline form for this. So click on outline, and now we are gonna see that we have the Pivot Table showing up so that the sales territories are in one column. So column A, and the product categories opposed to being nested underneath sales territories in column A, are actually out in their own column now. All right, so now let's go to take a look at the other layout here. So I'm gonna once again, click back inside the Pivot Table, go back up to design, go to my report layout, and now I'm going to choose tablet format. And we'll notice it is very similar other than the fact that the blank row at the very top has been removed. So, we can see that the sales territories are in column A, product categories are in column B and everything's separated off into their own columns now. And with this particularly layout here, we can see that the totals show up on the very bottom and they show up on the very bottom only. Back over in the previous outline, so if we just go back to the one we looked at previously here, the outline form. If I clicked on that, we'll notice that we have this little blank row right here at the top where we can have our subtotals here, or we can move them down below and we'll show you how to do that momentarily. So, before we do that, just to recap, there's the three different layout forms. There's the compact form, which is the default form for setting up our Pivot Tables. There's the tablet form, which displays one column per field provides space for field headers, then does outline form, which is similar to the tablet form, but it can also display subtotals at the top of every row or the bottom because we have the space at the very top of the, at the very top of the Pivot Table there. So, leaving it here on the outline forum, I can go back over to my design tab and under report layouts, I have a couple more options. I can say, repeat all item labels, which they already all are, or I can say do not repeat item label. So in this case here, I'm gonna choose, do not repeat item labels and we'll notice that for the sales territories, there were Australia and Canada and all the sales territories repeating themselves over and over again, this will disappear. So I go ahead and click like that. And now we have a little bit cleaner look. If I wanna put them back, I could just go to report layout, save the repeatable item labels, but I'm gonna leave it like this. In addition, I have the ability to go over to the blank rows section here. And if I want, I can insert a blank line after each item. So we'll notice that after the break of each one of these sales territories, that we get a blank line here. Or if I want, I can actually go ahead and remove that. So I have a couple different layout options there as well. So, further touring through some other layout options, we have the ability over on the left here to take a look at our subtotals and grand totals. So here under subtotals, I could choose to not show the subtotals at all. So, we can see where the subtotals are, before I do that, at the very top here, I can go to subtotals and say, do not show them. So that removes the subtotals. I can ask to show the subtotals at the bottom of the group so I can have them at the bottom. Or I can put them back where they were when it first started, actually have them at the right top. So a few different things we can do with the subtotals. And then same things with the grand totals here. I can turn them off for the rows and columns. So if I go down below here, you're gonna see that the grand totals are off at the very bottom here. I can say on for rows, which is doing nothing. I can say on for columns, which will put the grand totals back here. And those are the ones would work if I had some grand totals so we're to the right-hand side here. And once again, I can go over here and say, put them back on for rows and columns, which is basically where I was before. So now I've got my grand totals at the very bottom. So I can play around with, once again, just to recap the different layouts here, I can have the repeating of the item labels. I can insert blank rows between each one of the items and I can toggle the subtotals and grand totals on and off as I see fit. Okay. So that is it for the layout section here. And that brings an end to this sub lesson.