Working with the field list: Fields section

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Working with the field list: Fields section

The fields section in the upper part of the field list displays the headings of the columns of your source data. You can make the following changes to the fields section:

Display field names alphabetically in the fields section

The field names are first automatically sorted according to the order of the columns from your source data. You can also display the fields in alphabetical order to find specific field names more quickly. To do so, click the Pivot table settings button below the areas section. On the Filter tab, section Field list, select the option Sort A to Z and confirm with OK.

Note: The alphabetical order you enter here does not affect the appearance in the pivot table report. To sort the elements alphabetically directly in the pivot table report, see Sorting and filtering pivot tables.

Rename field names in the fields section

Open the dropdown menu dropdown_arrow to the right of the field name and select the Field settings. In the associated dialog box you can assign a Custom name.
You can also rename a field if it is in the values area or row labels/column labels area of the areas section. For more information, see Working with the field list: Areas section.

Move fields from the fields section to the areas section

To move a field from the fields section to the areas section, you have the following options:

A.Enable the checkbox 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 formats in the Row labels area.

B.Drag the field with the left mouse button to the desired area below.

C.Click the dropdown menu dropdown_arrow to the right of the field name. Here you can select the area in which you want to move the field directly.