Excel Tip of the Day


Rename fields and items in a PivotTable (Excel 97/2000/2001/2002)


When you create a PivotTable, Excel automatically uses the source data's existing column labels and data items to name the corresponding elements in the PivotTable. However, you may want to change the names to make your PivotTable more intuitive.

For instance, let's say that you add a field named Employees to the PivotTable's row section. You may prefer for the field to be named Sales Rep. If some of the sales reps have extremely long names, you may want to truncate the names -- for instance, convert Christine Kalinowski to Chris K.

Fortunately, such changes are easy. To rename a field that's placed in a PivotTable, double-click the field button. Then, simply change the Name setting and click OK. To rename an individual item, simply select the appropriate PivotTable cell and type the desired entry. Even if the underlying data changes, the PivotTable will maintain the new item names when you refresh the PivotTable. In addition, any new names you assign are used in the filter dropdown lists associated with the field.



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