<< Click to Display Table of Contents >> Working with the field list: Fields section |
The fields section at the top 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 on the Pivot table settings button below the areas section. On the Filter tab, go to the Field list section, select the option Sort A to Z and confirm with OK. |
Note: The alphabetical order that you enter here does not affect the display in the pivot table report. For information on the alphabetical sorting of elements directly in the pivot table report, see Sorting and filtering pivot tables.
▪Rename field names in the fields section
Open the dropdown menu to the right of the field name and select Field settings there. In the dialog box that opens, 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, 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.