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Field Settings and Value Field Settings

The Field Settings and Value Field Settings dialogs in Designer allow you to fully customize how your pivot table fields are displayed, summarized, and calculated.

Field Settings

Field Settings is mainly used for row or column fields, letting you control subtotals, labels, layout, and grouping/display options.

Subtotals and Filters Tab

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Options

Description

Subtotals

  • To subtotal an outer row or column label using the default summary function, click Automatic.

  • To remove subtotals, click None.

  • To use a different function, to display more than one type of subtotal, or to subtotal an inner row or column label, click Custom, and then select a function.

Filter

To include or exclude new items when applying a filter in which you have selected specific items in the Filter menu, select or clear the Include new items in manual filter check box.

Layout and Print Tab

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Options

Description

Show item labels in outline form

  • Display labels from the next field in the same column (compact form) - Show labels from multiple fields in a single column for a condensed, compact view.

  • Display subtotals at the top of each group - Place subtotals above each group of items.

Show item labels in tabular form

Display each field in its own column, providing space for field headers and making the pivot table easier to read and print.

Repeat item labels

Repeat item labels for each row, making it easier to scan related items (useful when exporting for further analysis).

Insert blank line after each item label

Add a blank line after each group of items to improve readability.

Show items with no data

Show all items in the field, even if those items do not have data associated with them in the pivot table.

Value Field Settings

Value Field Settings focuses on how data values are calculated and shown (including summary methods and value display formats).

Summarize value field by Tab

In the Summarize value field by box, click the summary function that you want to use.

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Show Value As Tab

Click the calculation option that you want to use.

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