Field Settings and PivotTable Options dialogs
The goal of the ribbon is to provide all the functionality needed for most users. More advanced options are available in the Field Settings dialog and the PivotTable Options dialog. While both of these dialogs existed in previous versions of Excel, we have updated them to achieve two things. First, to group the options more intuitively together, and second, to include settings for new features as well as some features previously only available through the object model. We have used tabs to group options logically. Let’s take a brief look. (Note, this is more detailed than the rest of the post, but since I am feeling productive today, and since many of the changes we made were in direct response to places where we had received a bunch of customer feedback, I decided to walk through the dialogs and highlight some of the changes we made.)
Here is a screenshot of the first tab of the new Field Settings dialog for a field on rows or columns – this allows users to set a number of options on a field-by-field basis.
On this tab there is a checkbox for “Display items from the next field in the same column”. With this you can control on an individual field basis whether to display items of that field in the new compact form or not (see my previous post for an explanation of the three forms - Compact Form, Tabular Form and Outline Form). And here is the second tab of the Field Settings dialog.
The new “Include New Items in Filter” checkbox allows you to control whether new items appearing in the source data will automatically show up in the PivotTable when the field is manually filtered ("manually filtered" meaning not all items are checked in the filter UI).
Next, here are some screenshots of the PivotTable Options dialog – on each screenshot, I will try and point out something new to Excel 12 or that may be interesting to frequent PivotTable users … if folks have further questions, please post comments.
The first tab allows users to control layout and format options for the entire PivotTable.
The “Compact Row Axis indent” control allows you to control how the extent to which fields added to the rows area are indented when they are added to the PivotTable.
The next tab deals with options relating to totals and filtering.
The “Use Custom Lists when sorting” checkbox allows you to control whether sorting items on rows or columns will take custom lists into account. For example, if this checkbox is checked, we will sort labels that represent months in logical data order (Jan, Feb, Mar) as opposed to in alphabetical order (Feb, Jan, Mar).
The next tab contains options on displaying different components of PivotTables.
“Show Drill Buttons” turns on and off the Expand/Collapse indicators in the PivotTable. This checkbox is similar to the “+/- buttons” button in the ribbon.
“Tooltips with member properties” controls whether member properties are displayed in tooltips when hovering over items on rows and columns (only applicable to PivotTables based on OLAP data sources).
“Tooltips on cells” controls whether tooltips are displayed when hovering over cells inside the PivotTable row, column and values areas. These tooltips contain information about the context (row, column and value information) to make it easier to interpret a large PivotTable where all the items and headers might be scrolled out of sight.
When the “Classic PivotTable layout (enables drag/drop of fields in the grid)” checkbox is checked, we will display drop zones in the grid and you can drag/drop fields from the field list to these drop zones as well as move fields between them.
The “Show items with no data on rows” and “Show items with no data on columns” checkboxes only applies to PivotTables based on OLAP data sources. They control whether we use the NON EMPTY keywords when querying the OLAP server. As an example, if you are looking at sales data by product groups, when these checkboxes are checked, the PivotTable will display a product group even if no sales were ever made for this product group. By default these checkboxes are not checked and we do not show items with no data. While this is available in the object model in current versions of Excel, we get a lot of customer requests to see this in the product, so we elevated it to mainline UI.
Here is the Printing tab.
When the “Print drill buttons” checkbox is checked, the expand/collapse indicators in the PivotTable will be included when printing.
Finally, some choices around data in the PivotTable.
The “Number of items to retain per field” textbox/drop down controls whether the PivotTable will “remember” items even when they no longer exists in the source data so that if they ever reappear, they will be treated like they were before they were deleted. If you don’t want these “ghosted” items to be “remembered”, just set this setting to “None”. This setting was previously only exposed in the object model. We got consistent feedback from many customers needing an easy way to turn this off so we added it to the PivotTable Options dialog.
Published Wednesday, December 14, 2005 4:00 PM by David Gainer
注：本文翻译自http://blogs.msdn.com/excel，原文作者为David Gainer(a Microsoft employee)，Excel home授权转载。严禁任何人以任何形式转载，违者必究。