| Use the navigation panel to go to Customer/Reports/Pivot table. Similarly, Pivot tables can also be created in the Vendor and Project modules under Reports.
Pivot tabels can be used to sort, sum and then summarise data, providing users with a dynamic reporting tool. Various formats are available and can include calculations of totals as well as averages etc. Pivot tables are created simply by dragging column headings into the table. Data can also be moved around the screen simply by clicking on it.
Create a pivot tableTo create a pivot table, drag the listed fields down to ‘Drop Row Field’ and ‘Drop Column Fields Here’, as shown in the screenshot below.
(Click on screenshot to enlarge).
In the example below, ‘Item’ and ‘Year’ have been selected for the ‘Drop Row Field’ and ‘Drop Column Fields Here’ respectively.
(Click on screenshot to enlarge.)
The pivot table can be shown graphically by clicking on the ‘Graphics set up’ button in the toolbar/ribbon, as shown in the screenshot below.
(Click on the screenshot to enlarge.)
Click on the pin in the field to select a specific item or time period etc. In the example below, the pivot table has been created for the 2018 data only.
(Click on the screenshot to enlarge.)
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