Pivot - Select / Edit Columns

To select columns:

  1. Check either Select All or the required columns for the pivot creation in Available Columns List.

  2. To provide Alias name, select the required column; enter Alias Name and click Apply to update the selected column.

 

Select / Edit Columns screen

 

To format a text for a column:

  1. Select a column from the available list in the left pane. The Font Style tab displays within the screen.

 

Style tab - Select / Edit Columns screen

 

  1. Select the required font type from the Font drop-down list

  2. Select the font size from the Size drop-down list

  3. Select the font style from the Style drop-down list

  4. Click Apply

  5. Click Apply All

  6. Click OK. A success message appears

 

To format a numeric column

  1. Select the numeric column. The Format tab displays within the screen.

Format tab - Select / Edit Columns

 

  1. By default, category is displayed in the left pane

  2. Enter the decimal notation in the Decimals. This number is set as precision digits after the decimal point

  1. Select the currency symbol from the Symbol drop-down list

  2. Select Use 1000 Separator(,) to use commas to separate the numeric value at levels of thousands (for e.g. 100000 as 100,000)

  3. Click Apply to save the format of the selected numeric column. A message "Changes saved successfully" appears

  4. Click Next to display Define Date Set(s) screen