After creating a pivot table, you will see first of all a blank pivot table report in your worksheet and the field list in the sidebar on the right. By adding the fields from the upper fields section to the 4 individual areas of the lower areas section, you can observe how the assignments in the field list affect the previously blank pivot report.
Tip: It is best to first drag the field with the amounts into the values area of the areas section. This way you can best follow the further steps in structuring the pivot table.
Adding, moving, removing fields
Adding fields to the areas section
To move a field from the fields section to the areas section, you have the following options:
| A. | Place the check mark to the left of the field name in the fields section. PlanMaker automatically assigns the field to an area of the areas section according to its format: Numbers are placed in the values area, text and date in the row labels area. |
| B. | Drag the field with the left mouse button to the desired area below. |
| C. | Click the dropdown menu  to the right of the field name. Here you can select the area in which you want to move the field directly. |
Moving fields within the areas section
To move fields from one area to another area within the areas section, you have the following options:
| A. | Drag the field from one area to another with the left mouse button. |
| B. | Click the dropdown menu to the right of the field name (either in the fields section above or in the areas section below). Here you can select the area you want to move the field directly into. |
| C. | Use the left mouse button to drag the field again from the upper fields section to the desired new area of the areas section. This will automatically remove it from the previous area (except for the values area, where copies of a field are possible). |
Removing fields from the areas section
To remove fields from the areas section at any time, you have the following options:
| A. | Use the left mouse button to drag the field back up into the fields section. |
| B. | Remove the check mark to the left of the field name in the fields section. |
| C. | To the right of the field name, click the dropdown menu (either in the fields section above or in the areas section below) and select Remove field. |
Note: Removing fields from the areas section or moving fields between the areas will undo any changes made to the field (exception: renaming in the row labels/column labels area).
Tips and rules for using the areas section
Using fields more than once in the areas section
▪To the Row labels, Column labels and Report filter areas the following applies: A field can be dragged only once into one of these areas. If you also want to insert it into another area, it is removed from the area where it was before.
▪This does not apply to the Values area: here you can drop a field again, even if it already exists in another area. The same field can even be inserted several times as a copy. What could this be good for? You can display a field item both as a sum and a second time in a different format (e.g. average). An additional element ∑ Values appears automatically in the column labels, which you can also move to the row labels area (the format is retained), but not to the report filter area.
Note: If you drag the field ∑ Values back into the fields section, all fields in the values area will be automatically removed and all changes made to these fields will be discarded.
Changing the order of the fields within an area of the areas section
▪The order of the fields within an area can be changed by using the mouse to drag the field to the correct position within the area.
▪Alternatively, click the dropdown menu to the right of the field name. Here you can select where you want to move the field (up, down, to the beginning or to the end).
Renaming a field name in the areas section
A field name can be renamed in the areas section so that it appears in the pivot table with a different name.
▪Custom name in the Row labels or Column labels area:
| If the field is in the row labels or column labels area, click the dropdown menu to the right of the field name and select Field settings. In the Field tab, enter a custom name. |
▪Custom name in the Values area:
| If the field is in the values area, select Value settings from the dropdown menu to the right of the field and enter a custom name in the Summarize values tab. |
Note: For renaming in the values area, the following applies: The new name is discarded when the field is removed from its area. However, you can also rename the field in the fields section above (see Working with the field list: Fields section); the renaming made here remains. In the values area, however, the addition "Sum/Count of..." is still displayed.
▪In the Report filter area it is not possible to rename fields. However, you can also rename the field at the fields section.