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 PivotTable

2023/12/28 • 3 min. to read

In this topic

• Sheet Settings
• Data Sheet Fields
• Actions
• PivotTable Fields
• Actions
• See also

The PivotTable page is used to set up the general settings of the PivotTable and the fields of the PivotTable. In order for a PivotTable to be created, it must first be specified for which Data Sheet it is to be created. After that, the fields for the PivotTable can be selected.

Sheet Settings

Data Sheet	Specifies for which Data Sheet the PivotTable should be created. Note Undefined is displayed if no Data Sheet is specified yet. Unknown is displayed if a Data Sheet is specified that no longer exists.
Sheet Name	Specifies a name for the sheet. If no name is specified, the type of the sheet is used. It is additionally possible to specify the placeholder %1 in the text, which is replaced by the type of the sheet.
Classic PivotTable Layout	Specifies whether the PivotTable should be created in Classic Layout by default. The Classic Layout enables dragging of fields in the grid. The default setting for the field can be set in the Excel Evaluation Setup.
PivotTable Style	Specifies a style for the PivotTable. If the field is empty, the default setting from the Excel Evaluation Setup will be used.
Row Headers	Specifies whether to display special formatting for the first Row of the PivotTable.
Column Headers	Specifies whether to display special formatting for the first column of the PivotTable.
Banded Rows	Specifies whether to display banded rows, in which even columns are formatted differently from odd rows.
Banded Columns	Specifies whether to display banded columns, in which even columns are formatted differently from odd columns.
Chart	Specifies whether a chart should be created for the PivotTable. The chart will be created in a separate sheet.
Chart Sheet Name	Specifies a name for the chart sheet. If no name is specified, the type of the sheet is used. It is additionally possible to specify the placeholder %1 in the text, which is replaced by the type of the sheet.
Chart Title	Specifies a title for the chart. A title will only be added to the chart if the field contains a value.
Chart Type	Specifies the chart type.

Data Sheet Fields

Once a Data Sheet is specified, the tables and fields from the Data Sheet are displayed here.

Actions

• Data Sheet Fields can be added to the PivotTable via the Add action or by clicking on the field.

  Note

  • Text lines and internal fields cannot be added to a PivotTable and are therefore not displayed.
  • Fields from a parallel tree structure cannot be added to a PivotTable directly but only indirectly via the first tree structure. Parallel tree structures are displayed red + italic for guidance.

PivotTable Fields

The fields of the PivotTable are displayed here.

Actions

• Via the Settings action or by clicking on the field, the settings for the field can be displayed or set up. For more information, see Edit Evaluations, Connected Sheets, PivotTable Field Settings.
• The Move to action moves the field to another area.
• The position or the order of the fields can be changed with Up and Down.

See also

• Edit Evaluations, Connected Sheets, PivotTable Field Settings