[]
        
(Showing Draft Content)

Pivot Table Context Menu

Spread Winforms Designer provides different context menu options while accessing different areas of a pivot table. These options allow you to quickly execute the common or repetitive operations in the pivot table.

image

The following table shows common context menu options in a pivot table.

Options

Description

Copy

Copy the contents of the selected cell(s) to the clipboard.

Format Cells

Open the Format Cells dialog to change number, date, alignment, font, border, fill, or protection settings.

Number Format

Change the appearance of the numbers in the selected field, such as setting them as currency, percentage, or with a specific number of decimal places.

Refresh

Update the pivot table to reflect any changes in the source data.

Delete PivotTable

Delete the entire pivot table from the worksheet.

Sort

Sort the selected field in ascending or descending order. Options include Sort Smallest to Largest, Largest to Smallest, and custom sorting options.

Filter

Filter the field data by applying Label Filters, Value Filters, or other filter options.

Subtotal "FieldName"

Show or hide subtotals for this field.

Expand/Collapse

Expand or collapse grouped items to show or hide details.

Group

Select the data range and click Group, and the data will be automatically grouped.

Ungroup

Remove grouping from selected items and restore original detail.

Remove "FieldName"

Remove the selected field (for example, "Segment") from the pivot table.

Summarize Values By

Choose how to summarize values, such as Sum, Count, Average, Max, or Min, etc.

Show Values As

Display values as a percentage of total, running total, or use other calculation methods.

Field Settings

The dialog allows you to set how a field is summarized and displayed in a pivot table, including subtotal methods, filter options and layout options. For detailed information, please refer to Field Settings and Value Field Settings.

Value Field Settings

The dialog allows you to change the summary function used to calculate values in the PivotTable (such as Sum, Count, Average, Min, Max, and more). You can also rename the field and format the displayed values. Use the Summarize Values By tab to select the calculation type, or use the Show Values As tab to display values as a percentage or other calculation. For detailed information, please refer to Field Settings and Value Field Settings.

PivotTable Options

The dialog allows you to customize layout, formatting, and advanced settings. For detailed information, please refer to Pivot Table Options.