After creating a pivot table, you will first see 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: If possible, first drag the field with the amounts into the values area of the areas section. This is the best way to follow the next steps for 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. | 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, while text and date formats end up in the row labels area. |
| B. | You can also drag the field with the left mouse button to the desired area below. |
| C. | Alternatively, click on 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 on 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 in which area you want to move the field directly. |
| 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 to the fields section. |
| B. | Disable the checkbox to the left of the field name in the fields section. |
| C. | Click on the dropdown menu to the right of the field name (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 multiple times in the areas section
▪For the Row labels, Column labels and Report filter areas, the following applies: A field can only be dragged into one of these areas once. If you also want to insert it into another area, it will be removed from the area where it was previously.
▪This does not apply to the Values area: You can insert a field again here, even if it already exists in another area. The same field can even be inserted several times as a copy. What would be the advantage of doing so? You could display a field element first as a sum and then in a different format (for example, 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 on 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 start 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 on 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 this area. However, you can also rename the field in the fields section above (see Working with the field list: Fields section); the renaming done there remains. In the Values area, however, the addition "Sum/Count of..." is still displayed.
▪In the Report filter area, you cannot rename fields. However, you can also rename the field in the fields section above.