PivotTable Value Field Settings Dialog

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The Value Field Settings dialog allows end-users to change the calculation and display settings for the PivotTable data fields.

End-users can invoke this dialog by doing the following:

  • Select any cell in the data area;
  • Right-click it and select Value Field Settings... in the context menu...

    XtraSpreadsheet_ValueFieldSettingsDialog_ContextMenu

  • ... or click the Field Settings button. Add the Active Field group to the ribbon to enable this button (see the Getting Started topic for a demonstration on how to provide the SpreadsheetControl with a Ribbon UI).

    Spreadsheet_PivotTable_ModifyDataCells_FieldSettings

The Value Field Settings dialog includes two tabs: Summarize Values By and Show Values As

The Custom Name box at the top of the dialog allows end-users to rename the selected field (PivotDataField.Name).

Clicking the Number Format button invokes the Format Cells dialog, which allows end-users to change the default number format applied to the data field (PivotDataField.NumberFormat).

Summarize Values By

This tab allows end-users to change the aggregate function used to summarize the data field values (PivotDataField.SummarizeValuesBy). The default functions are Sum (for numeric fields) and Count (for text fields or fields containing blank cells).

XtraSpreadsheet_ValueFieldSettingsDialog_SummarizeValuesBy

Show Values As

On this tab, end-users can configure how calculation results should be displayed in cells (PivotDataField.ShowValuesAs) by selecting the desired option from the drop-down list. Depending on the selected option, end-users may need to specify either a base field or a base field and its base item to perform a custom calculation.

XtraSpreadsheet_ValueFieldSettingsDialog_ShowValuesAs

The table below describes available options that specify how to display summary values within a data field.

Option

Description

No Calculation

Displays values "as is".

% of Grand Total

Displays values as the percentage of the grand total of all values in the PivotTable report.

% of Column Total

Displays values in each column as the percentage of the column's total value.

% of Row Total

Displays values in each row as the percentage of the row's total value.

% Of

Displays values as the percentage of the value of the base item in the base field.

% of Parent Row Total

Displays values in each inner row as the percentage of the total of the parent item in the outer row.

% Parent of Column Total

Displays values in each inner column as the percentage of the total of the parent item in the outer column.

% of Parent Total

Displays values in a data field as the percentage of the value of the parent item in the specified base field.

Difference From

Displays values as the difference from the value of the base item in the base field.

% Difference From

Displays values as the percentage difference of the value of the base item in the base field.

Running Total in

Displays values for successive items in the base field as a running total.

% Running Total in

Calculates a running total for successive items in the base field as a percentage of the grand total value.

Rank Smallest to Largest

Displays the rank of values for a specific base field, listing the smallest item in the field as 1, and each larger value with a higher rank value.

Rank Largest to Smallest

Displays the rank of values for a specific base field, listing the largest item in the field as 1, and each smaller value with a higher rank value.

Index

Calculates the relative importance of each summary value by using the following formula:

((value in cell) x (Grand Total of Grand Totals)) / ((Grand Row Total) x (Grand Column Total))

TIP

Use the PivotDataField.SummarizeValuesBy and PivotDataField.ShowValuesAs properties to change calculation settings of a specific data field in code. Refer to the How to: Change the Summary Function for a Data Field and the How to: Apply a Custom Calculation to a Data Field topics for details.

See Also