Combine or Rename Fields in a Data Set

When building a data set to run a report, you can combine data from different fields into one column in the report. You can also rename a field, which will only affect the column label in the report (it does not affect the actual field elsewhere in your site).

Combine Fields 

1. Navigate to the Choose Data Fields page of the data set.
   
   
2. In the Selected Fields list, check the boxes for the fields that you'd like to combine into one field (or column of data in a report).
   
   
   • If you would instead like to combine all fields with the same label (e.g. combine all Amount Awarded fields into one field/column in the report), click Combine Similar Fields. You can then skip the remaining steps. 
3. Click the Square icon.
   
   
4. Click Combine/Rename Fields.
   
   
5. Enter the Combined Field Name, which becomes the name of the column of data in a report run with this data set. 
6. Enter a Separator for the data in this combined column. This is what separates the data from the different combined columns within each cell of the new column.
   • If you're combining the Contact First Name field with the Contact Last Name field, for example, you might enter a space as the separator. 
7. Click OK.
   
   
8. In the Selected Fields list, you'll now see the fields you combined listed under the newly named field (or column of data in a report). 

Rename a Field

1. Navigate to the Choose Data Fields page of the data set.
   
   
2. In the Selected Fields list, check the box for the field that you'd like to rename.
   
   
3. Click the Square icon. 
4. Click Combine/Rename Fields.
   
   
5. Enter the Combined Field Name, which simply renames the column of data for this field in a report run with this data set.
   
   
6. Delete anything in the Separator text box. 
7. Click OK. 
8. In the Selected Fields list, you'll now see the original field listed under the newly renamed field.