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 End-User Documentation

Customization Form Styles

The Customization Form can be painted in two styles: Simple and Excel 2007. A style defines the Customization Form layout and the capabilities available for end-users.

Use the PivotGridOptionsCustomization.CustomizationFormStyle property to specify the required style.

Expanded Simple Style

A simple-style Customization Form displays hidden fields by default.

End-users can hide visible fields by dragging and dropping them onto the Customization Form, and return hidden fields to the pivot report by dropping them onto appropriate Header Areas.

Expanded Excel 2007 Style

An Excel-style Customization Form contains a section where hidden fields are displayed and four more sections that display visible fields located in the Column, Data, Filter and Row areas.

Similarly to a simple-style Customization Form, end-users can hide visible fields by dragging and dropping them into the Hidden Fields section and return hidden fields to the pivot report by dropping them onto appropriate Header Areas.

The following are additional capabilities provided exclusively by the Excel-style Customization Form.

  • Move a field to a specific area by dragging its header between the Customization Form's area boxes.
  • Delayed layout updates. First, check the Defer Layout Update check box, then drag fields between the areas and click the Update button to apply changes.
  • Sort and filter data. You can toggle the sort order of fields by clicking their headers in the Customization Form and invoke filter popup windows via the filter buttons.

    Use the PivotGridOptionsCustomization.AllowSortInCustomizationForm and PivotGridOptionsCustomization.AllowFilterInCustomizationForm properties to specify whether or not end-users are allowed to perform sorting and filtering in the Customization Form.

End-users can change the Customization Form layout via a popup menu.

You can prevent end-users from selecting particular layouts by listing all the allowed layouts via the PivotGridOptionsCustomization.CustomizationFormAllowedLayouts property.

To specify a layout in code, use the PivotGridOptionsCustomization.CustomizationFormLayout property.

Expanded See Also

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