The PivotTable feature is used to summarize, categorize, and statistically analyze large amounts of data in AirSheet, helping users quickly understand and analyze data from multiple dimensions.

Feature Description

Feature Dimension Description
Membership Restriction No membership restriction
Version Restriction No version restriction

Operation Steps

Creating a PivotTable

Feature Entry①
「Insert」 tab → 「PivotTable」 button

  1. Select any cell in the data source area (ensure the data has complete headers)
  2. Click the 「PivotTable」 button in the 「Insert」 tab
  3. In the pop-up dialog, select the placement location: new sheet or existing sheet
  4. After clicking OK, creat a PivotTablethe and PivotTable configuration panel will appear on the right side

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Feature Entry②
「Data」 tab → 「PivotTable」 button

  1. Select any cell in the data source area (ensure the data has complete headers)
  2. Click the 「PivotTable」 button in the 「Insert」 tab
  3. In the pop-up dialog, select the placement location: new sheet or existing sheet
  4. After clicking OK, creat a PivotTablethe

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Opening the PivotTable Configuration Panel

Feature Entry
Any cell in the PivotTable

  1. Click any cell in the PivotTable
  2. The PivotTable configuration panel will automatically appear on the right side, containing two tabs: 「Field Configuration」 and 「Display Configuration」

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Field Configuration

Feature Entry
Configuration panel → 「Field Configuration」 tab

  1. Click the 「Field Configuration」 tab at the top of the configuration panel
  2. View the current data range in the 「Data Source」 area, click 「Data Refreshed」 to update data
  3. Drag the fields to be analyzed into the four areas below:
  • Filters: Add global filter fields
  • Columns: Expand fields as column headers
  • Rows: Expand fields as row headers
  • Values: Perform summary calculations on fields (Sum, Count, Average, etc.)
  1. The system automatically generates pivot statistical results in the sheet
  2. Click a field in the 「Values」 area to select the summary method: Sum, Count, Average, Max, Min, etc.

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Display Configuration

Feature Entry
Configuration panel → 「Display Configuration」 tab

  1. Click the 「Display Configuration」 tab at the top of the configuration panel
  2. The following display options can be set:
  • Theme Color: Select the color scheme for the PivotTable (Blue, Orange, Gray, Yellow, Green, etc.)
  • Total Display Mode:
    • Subtotals: Show subtotals for each category
    • Row Totals: Show totals in the row direction
    • Column Totals: Show totals in the column direction
  • Layout Display Mode:
    • Tabular Form: Display in traditional table layout
    • Outline Form: Display in outline hierarchy structure
    • Compact Form: Display in compact layout
  • Label Display Mode:
    • Do Not Repeat: Show the same label only once
    • Repeat Display: Show labels for every item

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More Settings

Feature Entry
Display Configuration → 「More Settings」 area

  1. Find the 「More Settings」 area at the bottom of Display Configuration
  2. Check the following options as needed:
  • Show Collapse Buttons: Allow collapsing/expanding grouped data
  • Insert Blank Line After Each Item: Add blank lines to separate groups
  • For Empty Cells, Show: custom display content for empty cells
  • For Error Values, Show: custom display content for error cells
  • Auto-fit Column Widths on Data Update: Automatically adjust column widths after refreshing data
  • Preserve Cell Formatting on Data Update: Keep manually set formatting after refreshing

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PivotTable Right-Click Menu

Feature Entry
Right-click on the PivotTable area

  1. Right-click on the PivotTable area
  2. The following operations can be performed in the right-click menu:
  • Copy/Cut/Paste: Basic editing operations
  • Share Selection: Share the selected data area
  • Format Cells: Set cell format styles
  • Refresh: Update PivotTable data
  • Ascending/Descending: Sort fields
  • Double-click to Show Detail Data: Double-click to view detailed data (toggle control)
  • Show Field List: Show/Hide the field configuration panel (toggle control)

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Slicer

Feature Entry ①
「Insert」 tab → 「PivotTable」 dropdown menu → 「Slicer」

  1. Select any cell in the PivotTable
  2. Click the 「PivotTable」 dropdown menu button in the 「Insert」 tab
  3. Click 「Slicer」 in the dropdown menu
  4. In the pop-up dialog, select the fields to be analyzed
  5. After clicking OK, the slicer is generated

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Feature Entry ②
「Data」 tab → 「PivotTable」 dropdown menu → 「Slicer」

  1. Select any cell in the PivotTable.
  2. Click the PivotTable drop-down menu button on the Data tab.
  3. Click Slicer in the drop-down menu.
  4. In the pop-up dialog box, select the fields you want to analyze.
  5. Click OK to generate the slicer.

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Slicer Settings
Feature Entry
Slicer right-click menu → Slicer Settings

  1. Right-click the slicer.
  2. Select Slicer Settings from the right-click menu.
  3. In the settings panel on the right, you can configure the following:
  • Header: Set the slicer header name. Check Display Header to show or hide the header.
  • PivotTable Connections: Select the PivotTable associated with the slicer.
  • Style: Choose a color scheme style for the slicer.
  • Size and Position:
    • Button Settings: Set the number of columns, height, and width.
    • Slicer Size: Set the overall height and width of the slicer.

4.You can also choose from the right-click menu: Copy, Paste, Delete Slicer, Refresh, Sort Ascending, Sort Descending.

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Notes

  • The data source must contain a complete header row, and it is recommended not to have empty rows or columns within the data area.