The field list and the four areas
Where a field stands decides what it does: down the side, across the top, in every cell, or narrowing the pivot.
The four areas
| Area | What a field does there |
|---|---|
| Rows | Its items run down the side. A second field runs under the first: each item of the first opens and closes. |
| Columns | Its items run across the top. |
| Values | It is summarised in every cell. |
| Filters | It narrows the pivot without being laid out. What it keeps is said above the grid. |
A field stands in one of Filters, Columns and Rows; in Values it can stand more than once.
Moving a field
- In the field list, a field's ⋯ menu has Add to Filters, Add to Columns, Add to Rows and Add to Values; or drag the field into an area.
- A field in an area opens a menu: Move up, Move down, Move to another area, Filter items…, the order of its items (A to Z, Z to A), Summarise by and Rename… for a value, and Take out.
- With several value fields, Σ Values stands in Columns as a field of their own: move it to Rows, and each item has a line for each value field.
- The field list is in the entity's Source order or A to Z.
Tip By keyboard: Enter or Space ticks a field; Enter on ⋯ or on a field in an area opens its menu, the arrow keys walk it, Escape leaves it. On a field in an area, Alt with the up or down arrow moves it and Delete takes it out.
In the grid
- A field's name opens Sort A to Z, Sort Z to A, Filter items…, Close every item and Open every item.
- A value's name, or a right-click on a number, opens Summarise by and Rename….
- The numbers are one stop of the Tab key: the arrow keys move among them, and Enter lists a number's records.
- Drag the edge of a column's heading to make it wider or narrower.