Customizing Pivot Table Fields

After inserting a pivot table, you can click Show Field List from its context menu, and then the PivotTable Fields dialog will appear with four areas: Filters, Columns, Rows, and Values.

Spread for WPF displays the PivotTable context menu with Show Field List selected for displaying report configuration fields in the spreadsheet designer interface.

You can freely drag fields into these areas to customize the layout of your pivot table.

Spread for WPF displays the PivotTable creation sequence from an empty worksheet through source configuration to the completed report in the spreadsheet designer interface.

Fields	Description
Filters Field	The Filters field allows you to filter the entire pivot table based on selected values.
Rows Field	Each item in the Rows field creates a new row, allowing you to group and summarize data by these values.
Columns Field	Each item in the Columns field creates a new column, allowing you to compare data side by side.
Values Field	The Values field is used to summarize numeric data, typically using functions such as Sum, Count, Average, Min, or Max. These fields are placed in the Values area, and the pivot table aggregates the data according to the chosen summary function.

Field Options

When you click any item within a field area, the following options are available:

Spread for WPF displays the PivotTable Fields context menu with field movement, removal, and Value Field Settings commands in the spreadsheet designer interface.

Options	Description
Move Up	Move the selected field one position higher within the current area.
Move Down	Move the selected field one position lower within the current area.
Move to Beginning	Move the selected field to the first position in its current area.
Move to End	Move the selected field to the last position in its current area.
Move to Report Filter	Transfer the field to the Filters area, enabling filtering of the entire pivot table by this field.
Move to Row Labels	Transfer the field to the Rows area, grouping data by this field in rows.
Move to Column Labels	Transfer the field to the Columns area, grouping data by this field in columns.
Move to Values	Transfer the field to the Values area, where data is aggregated (e.g., Sum, Count, Average).
Remove Field	Remove the selected field from the pivot table layout.
Field Settings	Open the Field Settings dialog, where you can rename the field, configure how subtotals are calculated, set filter options for new items, and adjust layout and print settings such as label display format, repeating item labels, and whether to show items with no data. Note: This option is not available for fields in the Values area.
Value Field Settings	The Value Field Settings 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. Note: This option is only available for fields in the Values area.