Forum Discussion
KrisA22
Jan 10, 2020Copper Contributor
change drop down options in pivot table field
I use a Pivot Table for accounting. On the Expense Report page, the Quarter field has these options when you click on it: Qtr 1, Qtr 2, Qtr 3, and Qtr 4. That is how it should be. But on the Income R...
KrisA22
Jan 10, 2020Copper Contributor
Thank you so much for taking the time and sharing your expertise, Patrick2788 I understand your thinking but that didn't work. I'm not sure your approach would explain why there are not only Qtr 2 and Qtr 3 entries, but also 2 and 3. It looks like what happened is Qtr1 and Qtr 4 were renamed to 2 and 3, not deleted. Any ideas about how to change them back?
SergeiBaklan
Jan 10, 2020Diamond Contributor
You may rename them back or better to calculate based on month name:
="Qtr " & ROUNDUP(MONTH(1&[@Month])/3,0)- KrisA22Jan 10, 2020Copper Contributor
Thank you so much - love your idea. But - how do I rename it? It doesn't matter what I do - double click, left click, pulling up the pivot field settings - can't find this option anywhere. Please advise!!
- SergeiBaklanJan 10, 2020Diamond Contributor
I meant to rename in source table, not in PivotTable