- field option
- field pane
- field settings
- field structure
The correct answer is C. Field Settings. In a PivotTable, you can change a field name by accessing the Field Settings dialog box. The Field Settings dialog box allows you to modify various aspects of the field, including its name, summary function, and layout options. This dialog box is essential for customizing your PivotTable to display the information you need in the most accessible and visually appealing format.
Accessing the Field Settings Dialog Box
To access the Field Settings dialog box in Excel, follow these steps:
- Click on any cell within your PivotTable.
- Navigate to the PivotTable Tools tab on the ribbon (it appears when you click within the PivotTable).
- Choose the Analyze tab (or the Options tab in Excel 2010 and earlier).
- In the Active Field group, click on the Field Settings button.
Alternatively, you can also access the Field Settings dialog box by right-clicking on a field within your PivotTable and selecting the Field Settings option from the context menu.
Changing a Field Name
Once you have opened the Field Settings dialog box, you can change the field name by following these steps:
- Locate the Custom Name text box in the dialog box (the default name of the field is displayed).
- Remove the current name and type the new field name.
- Click OK to apply the changes and close the dialog box.
The new field name will now appear in the PivotTable, reflecting the changes you made.
Other Options in the Field Settings Dialog Box
In addition to changing field names, the Field Settings dialog box offers several other options for customizing your PivotTable fields:
The Summarize by section allows you to choose the summary function for the selected field. You can choose from various functions such as Sum, Count, Average, Max, Min, Product, Count Numbers, StdDev, StdDevp, Var, and Varp. These functions help you summarize the data in the field by calculating specific values.
For example, if you have a field containing sales data, you can choose to summarize the data using the Sum function to display the total sales, or the Average function to display the average sales per data point.
The Layout & Print section of the Field Settings dialog box allows you to control the layout and display of the field in your PivotTable. The options available in this section include:
- Show item labels in outline form: This option arranges the field items in a hierarchical structure. It can be useful for displaying data in a more organized and readable format.
- Repeat item labels: This option repeats the field item labels for each value in the field. It can be helpful when printing the PivotTable or when you want to display each item label next to its corresponding value.
- Insert blank line after each item: This option inserts a blank row after each item in the field, making it easier to visually separate different items in your PivotTable.
- Show items with no data: This option displays field items that have no data, ensuring that all items are shown in the PivotTable even if they don’t have any associated data.
- Display items in the hidden field: This option allows you to display items from the hidden field in your PivotTable. This can be useful when you want to include data from a hidden field in your summary calculations.
The Field Settings dialog box also provides options to control sorting and filtering of the field data. You can sort the field items in ascending or descending order, or apply custom sorting rules. You can also filter the field items to display only specific data points that meet certain criteria, helping you focus on the most relevant information in your PivotTable.
Using the Field List Pane
While the Field Settings dialog box offers a range of options for customizing your PivotTable fields, you may also find the Field List pane useful for managing fields in your PivotTable. The Field List pane, which is accessible from the PivotTable Tools > Analyze tab, displays all the available fields from your data source, as well as the fields currently being used in the PivotTable.
Using the Field List pane, you can:
- Drag and drop fields between the Rows, Columns, Values, and Filters areas to change the layout of your PivotTable.
- Add or remove fields from the PivotTable by checking or unchecking the corresponding checkboxes.
- Access the Field Settings dialog box by right-clicking on a field in the Field List pane and selecting Field Settings from the context menu.