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 will not affect the name of the field elsewhere in your site.

Combine Fields 

1. Click Reporting on the upper navigation bar, and then click Report & Data Sets.
2. Click the Reporting Data Sets tab.
   
   
3. Click the pencil icon next to the data set for which fields will be combined.
   
   
4. In the Selected Fields list, check the boxes for the fields to be combined into one field.
   
   
   
   • To combine all fields with the same label such as Amount Awarded into one field or column in the report, click Combine Similar Fields. The remaining steps can then be skipped.
     
     
     
5. Click the square icon.
   
   
   
6. Click Combine/Rename Fields.
   
   
   
7. Enter the Combined Field Name.
   • This becomes the name of the column of data in a report run with this data set.
      
     
     
8. 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 combining the Contact First Name field with the Contact Last Name field, for example, you might enter a space as the separator.
      
     
     
9. Click OK.
   
   
   
   • In the Selected Fields list, the fields combined will be listed under the newly named field.
     
      

Rename a Field

1. Click Reporting on the upper navigation bar, and then click Report & Data Sets.
2. Click the Reporting Data Sets tab.
   
   
3. Click the pencil icon next to the data set for which fields will be combined.
   
   
4. In the Selected Fields list, check the box for the field to be renamed.
   
   
5. Click the Square icon.
    
   
   
6. Click Combine/Rename Fields.
   
   
   
7. Enter the Combined Field Name.
   • This renames the column of data for this field in a report run with this data set.
     
     
     
8. Remove anything in the Separator text box.
    
   
   
9. Click OK.
    
   
   
   • In the Selected Fields list, the original field will now be listed under the newly renamed field.