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Field Settings

To display the field settings dialog, you must click the field’s row in the list of columns displayed on the left pane of the widget editor. This will display a popover with the following dialog.

PivotEditorViewFieldSettings_Desktop

Column settings include the following:

Columns of type Date additionally support turning on Fiscal Years formatting, and, when aggregated in the pivot table, also allow you to configure the granularity level of the aggregation in Days, Months, Years.

Is Visible

The first option in the column’s settings is to change the visibility settings. This setting allows you to remove a specific column from the data set for the current widget.

If you need to change the visibility settings for most columns in the data set, it might be more straightforward to click the Hide All/Show All button in the bottom bar of the left pane, and then enable or disable the visibility for the columns you want in your widget.

PivotEditorViewIsVisible_Desktop

Hidden columns are removed from the current visualization method and are grayed out in the fields list pane on the left. For example, if you hide a numeric column from a chart, those values are removed from the chart.

Label

This option allows renaming column’s labels. It’s for display purposes only as fields are always referenced by their original name in calculated field expressions. Once renamed, erase the label completely to go back to the original value.

Sorting

To sort by a column, click the desired sorting orientation, ascending (Asc) or descending (Desc) in the Sorting switch control of the column’s settings pane. When sorting is enabled for multiple columns, precedence is given by the column’s position on the data set.

PivotEditorViewSorting_Desktop

A column with sorting enabled is signaled with an icon in the field’s listing on the left pane.

Formatting

Numeric and Date fields enable a formatting option in the settings dialog.

PivotEditorViewFormatting_Desktop

To format date fields, select the desired date/time format you want to display from a list of possible options.

In the case of numeric fields, the options are more sophisticated. The user has the ability to configure:

  • Number Format. Whether to display the number as percentage, currency, or number.

  • Fraction digits. The amount of digits to display to the right of the decimal point.

  • Show 1000 separator. Configures whether to display or not the thousands separator.

  • Large Number Formatting. This will display M for millions and K for thousands within the visualization preview in the central pane.

  • Negative numbers. Allows you to select between enclosing negative numbers in parenthesis or prefixing with the minus symbol.

  • Currency Symbol. Allows the user to choose from several currency formats.