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Docs  /  Excel Report Builder  /  Edit Evaluations  /  PivotTable Sheets

 Field Settings


2024/10/24 • 5 min. to read
The PivotTable Field Settings page is used to set up a field of a PivotTable. Depending on the type of PivotTable field, different field settings are available.

Sort, Fields
Sort bySpecifies whether the data should be sorted by a particular field.
SortSpecifies whether the data should be sorted in ascending or descending order.

Filter, Fields
Filter bySpecifies whether the data should be filtered by a particular field.
FilterSpecifies the type of filter.
Filter Value,
Filter Value 2		Specifies the parameters of the filter.

Subtotals, Fields
SubtotalsSpecifies whether subtotals should be calculated.
Custom SubtotalsDisplays the settings of the custom Subtotals. Click on the field to view or edit the settings.
  • Sum specifies whether the the sum of the values should be calculated. This is the default function for numeric data.
  • Count specifies whether the the number of data values should be calculated. Count is the default function for data other than numbers.
  • Average specifies whether the average of the values should be calculated.
  • Max specifies whether the largest value should be calculated.
  • Min specifies whether the smallest value should be calculated.
  • Product specifies whether the product of the values should be calculated.
  • Count Numbers specifies whether the number of data values that are numbers, should be calculated.
  • StdDev specifies whether an estimate of the standard deviation of a population, where the sample is a subset of the entire population, should be calculated.
  • StdDevP specifies whether the standard deviation of a population, where the population is all of the data to be summarized, should be calculated.
  • Var specifies whether an estimate of the variance of a population, where the sample is a subset of the entire population, should be calculated.
  • VarP specifies whether the variance of a population, where the population is all of the data to be summarized, should be calculated.

Layout, Fields
FormSpecifies how the field should be displayed when used as a Row Label.

Note

The setting is ignored for classic PivotTable layouts.
  • The Compact Form displays items from different row area fields in one column. Indents are used to clarify the difference between items from different fields. Row labels take up less space in compact form, which leaves more room for numeric data. Expand and Collapse buttons are displayed so that you can display or hide details in compact form. The Compact form saves space and makes the PivotTable more readable and is therefore specified as the default layout form for PivotTables.

  • The Tabular Form displays one column per field and provides space for field headers.

  • The Outline Form is similar to Tabular Form but it can display subtotals at the top of every group because items in the next column are displayed one row below the current item.

Subtotals at the top of each groupSpecifies whether to display the subtotals in the Compact Form and Outline Form above or below the subtotaled rows.
Repeat item labelsSpecifies whether to repeat the item and field labels in a PivotTable to visually group the rows or columns together. Repeated labels are shown only when the PivotTable is in Tabular Form. For example, use repeating labels when subtotals are turned off or there are multiple fields for items. In the example shown below, the regions are repeated for each row and the product is repeated for each column.
Blank line
after each item label		Specifies whether a blank line should be inserted after each item.

Print, Fields
Page break
after each item		Specifies whether a page break should be inserted after each item.

Values, Fields
Summarize Values BySpecifies whether and how the values should be summarized. For more information about sum values in a PivotTable, see: https://support.microsoft.com/en-us/office/9ee73790-646a-42c9-9fc7-e1ca30096d9c
Show Values AsSpecifies if the values should be shown in a different way or calculation. For more information about different calculations in PivotTable value fields, see: https://support.microsoft.com/en-us/office/014d2777-baaf-480b-a32b-98431f48bfec

Slicer, Fields
Position and Layout
Slicer StyleSpecifies a style for the Slicer. If the field is empty, the default setting from the Excel Evaluation Setup will be used.
Left Position (cm)Specifies the position of the slicer. If no value is specified, the position is calculated from the position + width of the previous slicer.
Top Position (cm)Specifies the position of the slicer. If no value is specified, the value of the previous slicer is used.
Number of ColumnsSpecifies the number of columns in the slicer.
Button Height (cm)Specifies the height of the slicer buttons.
Size
Height (cm)Specifies the height of the slicer. If no value is specified, the value of the previous slicer is used.
Width (cm)Specifies the width of the slicer. If no value is specified, the value of the previous slicer is used.

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