数据透视表IV——任务向导用户界面，或“为我们提供改进的 Ribbon”，及对话框的一

rongjun

PivotTables part 4: Task-oriented UI, or “improvements the Ribbon affords us”, and some bonus talk about dialogs
数据透视表4：任务向导用户界面，或“为我们提供改进的 Ribbon”，及对话框的一些其它优点。

[Point=2]
As I mentioned a few posts back, one of the key goals for PivotTables in Excel 12 was to use the Ribbon and new dialogs to expose PivotTables’ capabilities to a much broader range of users. Today I want to take a closer look at the new user interface – especially the ribbon – and how we have tried to make commonly-used features and functions much more visible and available with very few clicks of the mouse. I am also going to briefly cover some changes and additions to the PivotTable Options and Field Settings dialogs.
正如我在前面的文章中提到的，Excel12中数据透视表的一个主要目标就是通过使用RIBBON和新的对话框来提高性能，使更多的用户易于使用它。今天我想更进一步介绍新的用户界面——特别是RIBBON——以及我们如何使常用的特性和功能更容易被发现和利用，并只需点几下鼠标就能实现。首先，我简要的介绍一下数据透视表选项和字段设置对话框的一些改变和新增功能。
PivotTable tab I – the Options tab
When a PivotTable is active (meaning the active cell is inside a PivotTable), you will see two extra PivotTable tabs in the ribbon: Options and Styles. Here is what the PivotTable Options tab looks like in the beta build (note, there is a fair bit not done in this tab, so it is definitely not what you will see in the next beta or when we release Office 12).
数据透视表标签I：选项标签
当数据透视表激活时（意味着活动单元格在数据透视表中），在RIBBON上你会看到两个额外的数据透视表标签：选项和样式。如下图是透视表选项标签在测试版中所看到的样子（注：其中有相当一部分未完成，所以你在下一个测试版或最终版的Office12中看到的会不一样）。

This tab is designed to hold all the commands you would commonly use when working with a PivotTable. In addition to giving us more room to expose all the functionality that already exists in Excel PivotTables, it also provides space to advertise new features we have added in Excel 12. In our testing, we have found that it allows all users (both beginning and power users) to take advantage of a wider range of features than in previous versions of Excel. We are pretty excited to see this sort of improvement.
这个标签用来容纳你在使用数据透视表时的所有常用命令。它给了我们更多的空间来陈列Excel数据透视表已有的全部功能，同样，它还提供了列出Excel 12新增功能的空间。我们在测试中发现：比起以前的Excel版本，所有用户（包括新手及高级用户）能够更广泛地利用Excel的功能。我们很高兴看到这样的改进。
Let’s walk through a few of the interesting “chunks” and controls on the Options tab (I will try and cover others as I put up more posts in the future). The first one I would like to point out is the Change Data Source button.
让我们来看看选项标签中一些有意思的“chunks”和控制项（我会发表更多的文章介绍其它的命令）。我想指出的第一个就是“更改数据源”按钮。

Clicking this button opens a dialog which allows you to easily change either the source data range for PivotTables based on data inside Excel or to change the connection for PivotTables based on external data (which is something we hear customers ask about all the time). An example of this would be switching from a test database to a production database. Here is a screenshot of the dialog illustrating how to change the data source of a PivotTable based on an OLAP data source.
点击这个按钮将打开一个对话框，在对话框中你可以很容易地改变基于内部数据的数据透视表的源数据范围或者基于外部数据的数据透视表的数据连接（这是用户经常提及的东西）。例如：我们将数据源从一个测试数据库转换为一个产品数据库。下面是对话框的一个截图，举例说明怎样改变一个基于OLAP数据源的数据透视表的数据源。

Next, let’s take a look at the “Clear” drop down and the “Change Location” button.
下一步，我们看看“清除”下拉菜单和“改变位置”按钮。

Another thing we hear from PivotTable users all the time is that it is too difficult or slow to clear stuff off of a PivotTable. The Clear drop down provides two new options that hopefully solve those problems. The button applies clear operations to all fields, so users do not need to go to each field individually and remove it or clear the filters applied to it. Specifically, here are what the two options do.
我们从数据透视表用户那里经常听说的另外烦恼就是清除数据透视表中的数据太困难或是太慢。这个清除下拉菜单提供的两个新选项可能会解决这些问题。这个按钮给所有的字段提供清除操作，所以用户不必再进入每一个字段来移除或清除所应用的筛选。这两个选项的功能如下：
• Clear All. This is a fast, one-click way to remove all fields from the PivotTable and at the same time get rid of any manual formatting, custom captions, etc. that you (or someone else) might have applied. After clicking Clear All, you are at the same state as when the PivotTable was originally created (as if you hadn’t added any fields yet).
• Clear Filters. Clicking this button will remove/reset all filtering applied to any field.
清除全部：这是一个快速、一键方式来清除数据透视表中所有字段的方法，同时去除你（或其他人）已经应用的任何手动格式、自定义标题等等。点击清除全部以后，你将回到数据透视表最初创建时的状态（就像你还没有添加任何字段以前）。
清除筛选：点击此按钮将移除或重置应用在任何字段的所有筛选。
The Change Location button allows you to easily move the active PivotTable to a different location. Selecting this button it brings up a dialog that lets you specify the new location.
改变位置按钮允许你很容易的把当前激活的数据透视表移动到另外一个位置，选择此按钮将弹出一个对话框，允许你指定新的位置。

PivotTable tab I – the Styles tab
As mentioned above, there are two PivotTable-specific tabs when a PivotTable is active. The second tab is the Styles tab. The Styles tab is designed to hold all the controls that you need to determine the layout and “look” of your PivotTable. Here it is in the beta build.
数据透视表标签I：样式标签
如上所述，当数据透视表激活时有两个特殊标签。第二个就是样式标签。样式标签用来容纳决定数据透视表的布局及外观所能用到的所有控制项。以下就是它在测试版中的样子：

In addition to the Styles gallery and Layout Options (discussed in my previous post), the Styles tab has a number of controls that are designed to make it easy for users to toggle on and off parts of their PivotTables. For example, we have added a “Subtotals” drop down that makes it very fast to turn on or off subtotals for all fields in the PivotTable (instead of going to every singe field to do it which is what is required today). In Compact and Outline Form, you can also control whether to display the subtotals at the top or at the bottom.
除了样式展台和布局选项之外（在我原来的文章里讨论过的 previous post），样式标签还有许多控制键，用来方便用户打开或关闭他们的数据透视表某个部分。例如，我们增加了一个合计下拉菜单，可以快速地打开或关闭数据透视表中所有字段的合计（而不是到每一个区域中打开或关闭它，就像目前我们所必须做的那样）。在紧凑和大纲形式下，你也可以控制合计是显示在顶部还是底部。

This is another great illustration at how the Ribbon helps usability – we can provide a simple set of results-oriented, visual choices that is scoped to the user’s current activities. We think people will really like this.
这是另外一个很好的例子，说明RIBBON怎样提供有效地帮助——我们可以提供一套简洁的显示用户当前行为的结果向导和可视化选项、我们认为人们会非常喜欢这个功能。
Similarly, you can use the Grand Totals drop down to turn on or off grand totals for rows and columns. You can also toggle things like banding on and off for any particular style.
同样地，你可以用总计下拉菜单打开或关闭行和列的总计。你也可以将它做成带状或非带状的形式，以实现任何特殊的样式。

Published Wednesday, December 14, 2005 4:00 PM by David Gainer

[/Point]

注：本文翻译自http://blogs.msdn.com/excel，原文作者为David Gainer(a Microsoft employee)，Excel home授权转载。严禁任何人以任何形式转载，违者必究。

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非常感谢Kevin的帮助和指导!

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rongjun

[Point=2]

Field Settings and PivotTable Options dialogs
The goal of the ribbon is to provide all the functionality needed for most users. More advanced options are available in the Field Settings dialog and the PivotTable Options dialog. While both of these dialogs existed in previous versions of Excel, we have updated them to achieve two things. First, to group the options more intuitively together, and second, to include settings for new features as well as some features previously only available through the object model. We have used tabs to group options logically. Let’s take a brief look. (Note, this is more detailed than the rest of the post, but since I am feeling productive today, and since many of the changes we made were in direct response to places where we had received a bunch of customer feedback, I decided to walk through the dialogs and highlight some of the changes we made.)

字段设置和数据透视表选项对话框
RIBBON的目的是为绝大多数用户提供所有的功能。更高级的选项可利用在字段设置对话框和数据透视表选项对话框。这两个对话框在以前的Excel版本中就存在了，现在我们已经将其升级以实现两个功能：第一是将各种选项更直观地归类，第二是包含新功能的设置和以前只能通过对象模型才能实现的那些功能的设置。我们已经使用标签将选项逻辑地分组。让我们大致来看一下。（注：这比本文其余部分更详细，但由于我觉得今天比较能写，而且我们所做的许多更改是对我们收到的一连串用户反馈的直接回应，所以我决定详细讲一下这些对话框并重点说明我们所做的一些改变。）
Here is a screenshot of the first tab of the new Field Settings dialog for a field on rows or columns – this allows users to set a number of options on a field-by-field basis.
这是一个行或列字段新的字段设置对话框的第一个标签的截图——在这里允许用户设置各个字段的基本选项。

On this tab there is a checkbox for “Display items from the next field in the same column”. With this you can control on an individual field basis whether to display items of that field in the new compact form or not (see my previous post for an explanation of the three forms - Compact Form, Tabular Form and Outline Form). And here is the second tab of the Field Settings dialog.
在此标签中有一个复选框，在同一列中显示下一个字段的项目。这里你可以控制每一个单独字段的基本要素，即是否在新的紧凑形式下显示该字段项目（详见我以前的文章 previous post，那里讲明了三种形式：紧凑形式、平板形式、大纲形式）。下面是字段设置对话框的第二个标签。

The new “Include New Items in Filter” checkbox allows you to control whether new items appearing in the source data will automatically show up in the PivotTable when the field is manually filtered ("manually filtered" meaning not all items are checked in the filter UI).
新的“在筛选里包含新项目”的复选框允许你控制当字段为手动筛选时源数据里的新项目是否自动显示在数据透视表中（手动筛选意味着不是所有的项目都在筛选界面上被选中）。
Next, here are some screenshots of the PivotTable Options dialog – on each screenshot, I will try and point out something new to Excel 12 or that may be interesting to frequent PivotTable users … if folks have further questions, please post comments.
以下是数据透视表选项对话框的一些截图——在每一个截图中，我将试图列出Excel12中的新东西或大多数数据透视表用户感兴趣的东西……如果有其它问题，请回贴。
The first tab allows users to control layout and format options for the entire PivotTable.
第一个标签允许用户控制整个数据透视表的布局及格式选项

The “Compact Row Axis indent” control allows you to control how the extent to which fields added to the rows area are indented when they are added to the PivotTable.
当你给数据透视表添加行字段时，“Compact Row Axis 缩进”控制项允许你控制这个字段的行缩进量.
The next tab deals with options relating to totals and filtering.
下一个标签与总计和筛选有关。

The “Use Custom Lists when sorting” checkbox allows you to control whether sorting items on rows or columns will take custom lists into account. For example, if this checkbox is checked, we will sort labels that represent months in logical data order (Jan, Feb, Mar) as opposed to in alphabetical order (Feb, Jan, Mar).
“在排序时使用自定义序列”复选框允许你控制在按行或列排序项目时是否使用自定义序列。例如，如果选中此项，我们将把代表月份的标志按数字顺序排列（JAN、FEB、MAR）而不是按字母表顺序排列（FEB、JAN、MAR）
The next tab contains options on displaying different components of PivotTables.
下一个标签包含控制显示数据透视表不同部分的选项


“Show Drill Buttons” turns on and off the Expand/Collapse indicators in the PivotTable. This checkbox is similar to the “+/- buttons” button in the ribbon.
“show drill buttons”控制数据透视表中展开/折叠指示器的开关。这个复选框类似RIBBON上的“+/-”按钮。
“Tooltips with member properties” controls whether member properties are displayed in tooltips when hovering over items on rows and columns (only applicable to PivotTables based on OLAP data sources).
“成员属性工具提示”控制当鼠标停留在项目的行和列上面时是否在工具提示上显示成员属性（只有当数据透视表基于OLAP数据源时才有效）。
“Tooltips on cells” controls whether tooltips are displayed when hovering over cells inside the PivotTable row, column and values areas. These tooltips contain information about the context (row, column and value information) to make it easier to interpret a large PivotTable where all the items and headers might be scrolled out of sight.
“单元格工具提示”控制当鼠标停留在数据透视表的行、列及值区域里的单元格上面时是否显示工具提示。这些工具提示包含上下文的信息（行、列、及值信息），让我们很容易了解这个大的数据透视表（有可能这个数据透视表的所有项目及标题都滚动到了看不见的地方）。
When the “Classic PivotTable layout (enables drag/drop of fields in the grid)” checkbox is checked, we will display drop zones in the grid and you can drag/drop fields from the field list to these drop zones as well as move fields between them.
当这个“经典的数据透视表布局(在栅格里可以拖拽字段)”的复选框被选中时，就会在栅格里显示拖拽区域，然后你就可以从字段列表里拖拽字段到这些拖拽区域，也可以在拖拽区域之间拖拽字段。
The “Show items with no data on rows” and “Show items with no data on columns” checkboxes only applies to PivotTables based on OLAP data sources. They control whether we use the NON EMPTY keywords when querying the OLAP server. As an example, if you are looking at sales data by product groups, when these checkboxes are checked, the PivotTable will display a product group even if no sales were ever made for this product group. By default these checkboxes are not checked and we do not show items with no data. While this is available in the object model in current versions of Excel, we get a lot of customer requests to see this in the product, so we elevated it to mainline UI.
“显示无行数据项目”和“显示无列数据项目”复选框只对基于OLAP数据源的数据透视表有效。它们控制我们在查询OLAP服务器时是否使用NON　EMPTY关键字。例如，如果你在产品组中查看销售数据，当这些复选框被选中时，即使在此组产品中没有销售记录，数据透视表也将显示此产品组。。默认状态下这些复选框是没有选中的，所以我们不会显示没有数据的项目。虽然当前的Excel版本的对象模型中这些功能可用，但许多用户要求在产品中看到此功能，于是我们将其提升到了主要用户界面中。
Here is the Printing tab.
以下是打印标签

When the “Print drill buttons” checkbox is checked, the expand/collapse indicators in the PivotTable will be included when printing.
当“Print drill buttons”复选框被选中时，数据透视表中的展开/折叠指示器将在打印时一起被打印出来。
Finally, some choices around data in the PivotTable.
最后，关于数据透视表数据的一些选项

The “Number of items to retain per field” textbox/drop down controls whether the PivotTable will “remember” items even when they no longer exists in the source data so that if they ever reappear, they will be treated like they were before they were deleted. If you don’t want these “ghosted” items to be “remembered”, just set this setting to “None”. This setting was previously only exposed in the object model. We got consistent feedback from many customers needing an easy way to turn this off so we added it to the PivotTable Options dialog.
“保留每个字段项目的数量”文本框/下拉选项控制数据透视表能够“记住”的项目数，即使在源数据中它们已经不再存在，这样，在项目重新出现时，它们将以其被删除前的状态出现。如果你不想这些鬼魂一样的东西再现，将这个选项设为“NONE”即可。这个设置以前只在对象模型中才能实现。我们从许多用户处得到同样的反馈，说是需要一种简单的方法关闭这个功能，于是我们将其添加到数据透视表选项对话框中。

[/Point]

Published Wednesday, December 14, 2005 4:00 PM by David Gainer

注：本文翻译自http://blogs.msdn.com/excel，原文作者为David Gainer(a Microsoft employee)，Excel home授权转载。严禁任何人以任何形式转载，违者必究。

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非常感谢Kevin的帮助和指导!

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tpgz

能帮助他人是一种快乐，受到他人帮助是一幸福

F锅锅

怎么样能将透视表的选项放到功能栏里面?

y9881100

支持啊！请多发一些这类文章！

wuuyuuu

出来报道，学习啦

wenshui2006

哇,,,楼主2006年用的这个是什么版本的EXCEL???怎么跟现在的excel2010非常像,,,,

livewire

2006年的帖子，应该是2007 测试版。

wenshui2006

怪不得看起来很眼熟,,但跟2010的界面又很多不同,,,,,
感觉2010比之前的版本好用,,,,,