Text in the Values area
The Values area only aggregates, so a text field there becomes Count. To see the text itself, add the field to Rows (Tabular layout shows it as a column), or add the data to the Data Model and write a measure like CONCATENATEX(Table, Table[Status], ", ") in Power Pivot.
Syntax
Rows: Order ID, Customer, Status (Tabular Form) with no Values, or Data Model measure =CONCATENATEX(Table1, Table1[Status], ", ")| Part | What it is |
|---|---|
Rows with Tabular layout | Simplest way to list text fields side by side |
CONCATENATEX measure | Joins the text values of each group; needs the Data Model (Power Pivot) |
Max / Min | Works on dates and numbers but not on text in a standard pivot |
Examples
Rows: Ticket ID, Assignee, Priority
Design > Report Layout > Tabular Form; Subtotals off; Grand Totals offResult: A clean list of tickets with the assignee and priority as text columns, one ticket per row.
Data Model > Measures > New Measure: Statuses := CONCATENATEX(VALUES(Tickets[Status]), Tickets[Status], ", ")
Rows: Assignee. Values: StatusesResult: Each assignee with a comma-separated list of the distinct statuses on their tickets.
Rows: Product. Values: Count of StatusResult: A number per product, which is all a standard pivot can do with a text column.
Common mistakes
- You dragged Status to Values hoping to see Approved or Rejected: Excel shows Count of Status; put it in Rows or Columns instead.
- CONCATENATEX is not available: the pivot is not on the Data Model; rebuild it with Add this data to the Data Model ticked.
- The text list repeats the same value: wrap the table in VALUES() to get distinct values before concatenating.
Practice Text in the Values area
These drills check your answer on live data, free, no account needed.
- High priority workloadCount tickets by Team with Status across the top, but only tickets whose Priority is High or Urgent.
Questions
Can a pivot table show text in the values area?
Not directly in Excel. It will count the text. Use Rows for a listing, or a Data Model measure for concatenated text.
How do I show text values in a Google Sheets pivot table?
The same limit applies; put the field in Rows. Google Sheets has no CONCATENATEX, so use a QUERY or TEXTJOIN formula outside the pivot.
Related
- Data Model pivot tableWhat Add this data to the Data Model does: relate several tables without lookups, get Distinct Count and write DAX measures. Also what you lose by using it.
- Tabular layoutSwitch a pivot table to Tabular Form so every row field gets its own column, compare Compact, Outline and Tabular, and make Tabular the default layout.
- Sum, Count and Average in a pivot tableChange a pivot table value from Count to Sum or Average in Value Field Settings, show total, count and average side by side, and fix a column that counts.