Working with fields

Fields are the building blocks of tables and pivot tables. Fields may also be thought of as columns. There are a number of options available to augment sorting, formatting, totaling, and other features of fields.

Modify a field

To modify a field:

  • Click on a field in a table in the template editor
  • The currently selected field has a blue arrow in the upper right corner
  • Click Field in the editor ribbon menu navigation
  • Within the ribbon menu, a number of options are available and described below.

Note that some field features are only available to specific data connectors, and are hidden if they are not available.

Add totals to a field

With a measure field selected, within the field ribbon menu, under Totals function, choose a totals function to use.

Apply sorting to a field

With a field selected, within the field ribbon menu, under Sort by, choose a sorting approach. Under Sort order, choose either “Ascending” or “Descending”

Edit the expression of a field

With a field selected, within the field ribbon menu, you can modify the expression.

Change the field type

With a field selected, within the field ribbon menu and above the expression editor, the field type is displayed (either “Dimension” or “Measure”). You can click this indicator and choose to change the field type.

Apply a limitation to a field

With a dimension field selected, within the field ribbon menu, you can apply a limitation to a field. A limitation will prevent this field from printing more than the specified number of rows.

Show nulls in a field

By default, nulls are hidden in fields. To show show nulls, under Show nulls, set the value to True.

Format field values

With a field selected, within the field ribbon menu, to set formatting, under Format, choose a format, for example, “Money”, “Date”, “Duration”, or “Number”. Each format support various format styles. Click Format style to choose how the formatted value should display (e.g. to set the number of decimal places for a money value).

Show totals

For pivot tables, instead of Totals function, you have the option to Show totals on specific measures. With a measure field selected in a pivot table, within the field ribbon menu, you can set Show totals to true as needed.