Building or Adding a Pivot Table

Top  Previous  Next

Dashboard, Building or Adding

Top Previous Next

Building or Adding a Pivot Table

 

1.

To build a pivot table in one of the 4 views found in the Analysis tab, 1st start by selecting which records you want to include in the pivot table by using the filter feature found in the right click Dashboard Configuration option.  E.g.  Use the filter to select the right click in the white area of a quadrant, choose Filter and select appropriate filter criteria, ex. Funded = No, and Fund = Fund 2.

 

ga2

 

2.

 

ga3

3.

Next Right click in the dark grey area and choose “Show Field List” to select those data fields you wish to use in the table.  First drag the field you wish to use for record grouping.  Ex. Property type.  You must drag the field out of the drop down list, and if a central criteria, drag and drop it on “Drop Row Field Here

 

 

 

 

4.

Next drag the sub groupings such as Title on to the same area.  Most commonly that will be the Title of records, and in so doing you create a hierarchy.

 

 

ga4

5.

On the right side of the table, you will see a column labeled, Grand Total, highlight the data fields you wish to use and drag and drop them onto the white space data area with the text “Drop Data Items Here”.   As an example you will often start with dragging in the Count field.  Any field you drop in will create a unique row for that data type.

 

 

6.

Once completed, you can access the following right click options:

 

a.

Print,

b.

Export to Excel

c.

Graph