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MS Excel VBA

How to Display a List of Pivot Table Fields (Return to Pivot Table Menu)

How to Display a List of Pivot Table Fields (Return to Pivot Table Menu)

How to Display a List of Pivot Table Fields (Return to Pivot Table Menu):

Both newbie and experienced Excel users frequently use the pivot table feature.

A Pivot Table Fields list (some people refer to this as a Pivot Table Fields menu) disappearing is one issue that frequently frustrates new Pivot Table users.

Without the Fields list, a Pivot table is limited in what it can do, and returning to it is not very clear (at least for new Excel users)

I’ll demonstrate two straightforward techniques for retrieving the Pivot Table Fields list in this little tutorial.


This guideline explains:

  1. Display Pivot Table Fields (Get Back Pivot Table Fields Menu)
  2. Applying the Right-Click Technique
  3. Making use of the “Field List” option in the PivotTable Analyze tab
  4. Why does the Task Pane for Pivot Table Fields disappear?
  5. PivotTable Fields Task Pane: Move/Resize

Display Pivot Table Fields (Get Back Pivot Table Fields Menu):

Let’s explore two quick techniques to re-display the Pivot Table Fields task pane:

Applying the Right-Click Technique:

The fastest way to restore the Pivot Table Field list is to right-click any Pivot table cell and select the ‘Show Field List’ option.


The steps are as follows:
  1. Right-click on any Pivot Table cell to select it.
  2. Select “Show Field list” from the menu.

It’s done!

Any cell you right-click on will always have “Show Field List” as the last option.

“The PivotTable Fields task pane only appears once you have chosen a pivot table cell. The fields menu would be hidden if you clicked any cell that wasn’t part of the pivot table.”


Bonus Tip:

You may use the same procedure to make the Pivot table field lists invisible if you’ve already made them visible. Any Pivot table cell can be selected by doing a right-click and selecting “Hide Field List.”


Making use of the “Field List” option in the PivotTable Analyze tab:

You can also use the ribbon’s option to quickly bring up the Pivot Table Fields menu once more.

The instructions to use the ribbon’s show/hide Pivot Table Fields menu are listed below:
  1. Any cell in the pivot table can be chosen.
  2. Then select the PivotTable Analyze tab.

3. Select “Field List” by clicking the icon in the “Show” group.

The Pivot Table Fields Task Pane will become accessible once more by following the procedures above.

The Field List icon functions as a toggle, thus clicking on it will make the Field List task menu disappear if it is now visible and will reveal it if it is currently hidden.


Why does the Task Pane for Pivot Table Fields disappear?

The close icon in the task pane is the most frequent cause of the Pivot Table Fields task pane’s disappearance.

By doing this, the task window would be hidden until it was switched back on (using any of the two methods covered above).

When you dismiss the Field list menu and save the file, you might also not see the Pivot Table Field section.

Now, Excel will remember the setting and not display the Field List options when you or someone else opens that file.

Opening files that have been previously worked on by others frequently causes problems for novice Excel users (and they have no idea why the Pivot Table Fields menu is not showing while it was there the last time they worked on it).


PivotTable Fields Task Pane: Move/Resize:

The pivot table field list task pane is frequently closed because it obstructs users’ access to their data.

When it appears, it takes up a lot of screen space, therefore there are instances when it would be preferable to have the data visible rather than the task pane.

You can relocate and resize the task pane if you want the best of both worlds and want the Pivot Table Field List task pane to be visible but not take up a lot of space in the worksheet.

The steps of moving the task pane are as follows:

  1. Click the Task Pane Options icon in the Pivot Table Field list pane.

Select Move.

3. The task window can be moved and placed anywhere in the spreadsheet using your pointer.
By selecting the resize option in Step 2 and then adjusting the task pane window’s size with the cursor, you can also resize the Fields List task pane.

Move the Fields List task pane to the right side of the screen and keep moving it there until it docks itself there if you want it to return to its previous place.

In this article, I’ll teach you how to reopen the task pane with the Pivot Table Fields List options. A straightforward right-click method or the ribbon option can be used to accomplish it.

Furthermore, I explained how to move and resize the Fields List task pane.


I hope you learned something from this Excel tutorial.

 

 

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