Pivot Grid - Revision history

Joel at 18:04, 13 November 2018

2018-11-13T18:04:27Z

Tami at 18:56, 26 July 2017

2017-07-26T18:56:45Z

Tami at 18:07, 26 July 2017

2017-07-26T18:07:15Z

Joel at 19:37, 18 July 2017

2017-07-18T19:37:55Z

Stage at 14:39, 12 October 2016

2016-10-12T14:39:02Z

Stage at 13:23, 19 May 2016

2016-05-19T13:23:11Z

Deb at 14:39, 29 June 2015

2015-06-29T14:39:50Z

Deb at 14:26, 29 June 2015

2015-06-29T14:26:07Z

Stage at 14:46, 23 June 2015

2015-06-23T14:46:35Z

Stage at 13:51, 5 June 2015

2015-06-05T13:51:09Z

@@ Line 75: / Line 75: @@
 The advanced properties of the pivot grid and the advanced properties of each field is available from the Fields group by clicking on the Display Property Grid button. This gives you access to all the underlying settings that are available in the Pivot Grid. Some examples are:
-* When exporting to Excel, if you want the group values to repeat on every row then select Pivot Grid as the Field and in the property grid change the value of OptionsPrint/MergeRowFieldValues to False
+* When exporting to Excel, if you want the group values to repeat on every row then select Pivot Grid as the Field and in the property grid change the value of '''Options'''/OptionsPrint/MergeRowFieldValues to False
-* If you do not want totals for a group then select the field that you are grouping by, and in the property grid change TotalsVisibility to None.
+* If you do not want totals for a group then select the field that you are grouping by, and in the property grid change '''Behaviour'''/TotalsVisibility to None.
-* You can change the name of the field caption (i.e. the row or column header) from Appearance/Caption.
+* You can change the name of the field caption (i.e. the row or column header) from '''Appearance'''/Caption.
-'''Output'''
+* To change the filter type from Include to Exclude, in the Pivot Grid property grid change '''Options'''/OptionsFilterPopup/AllowFilterTypeChanging to True
 The pivot grid can be printed, saved or emailed as a PDF or an Excel file.

@@ Line 35: / Line 35: @@
 [[image:PivotGrid2.png]]
-The employee "Armitage, Erin" now has 96.75 REG hours because this is the total REG hours of all the data. Without the "Week Ending" field, we are seeing the hours summarized only by "Employee" and "Pay Type ID."
+The employee "Baldwin, Andy" now has 37.50 REG hours because this is the total REG hours of all the data. Without the "Week Ending" field, we are seeing the hours summarized only by "Employee" and "Pay Type ID."
 '''Adding Fields'''

@@ Line 25: / Line 25: @@
 To the right of the "Hours" field are two fields. This is the Column area. The fields are "Week Ending" and "Pay Type ID". The data is being summarized by the week ending date of the hours, and then by the pay type that was used to pay the hours.
-At the intersection of a row value and a column value is the summary of the data. For example, in the week ending 5/12/2007, employee "Armitage, Erin" has 22.50 REG hours and 15.00 SIC hours.
+At the intersection of a row value and a column value is the summary of the data. For example, in the week ending 7/01/2017, employee "Baldwin, Andy" has 7.00 REG hours.
 You can modify the pivot grid by removing the "Week Ending" field from the column area. Place your mouse over the "Week Ending" field and right click to see the context menu. Click on Hide so that the field is removed from the Column area.

@@ Line 88: / Line 88: @@
 After modifying the report, you can save the layout to a file. The layout does not include any data. It includes only the arrangement and formatting of the report. Layouts are safe to share with other users who are summarizing different employees' data. The layouts are saved to a common folder for each type of pivot grid report.
 ==See Also==
@@ Line 95: / Line 99: @@
 *[[Budget Reports]]
 *[[Scheduling Reports]]

← Older revision		Revision as of 14:39, 12 October 2016
Line 70:		Line 70:

	Columns can be resized so that you get more data across the screen. The font can be changed so that the pivot grid grows or shrinks with the font size.		Columns can be resized so that you get more data across the screen. The font can be changed so that the pivot grid grows or shrinks with the font size.
		+
		+	'''Advanced Options'''
		+
		+	The advanced properties of the pivot grid and the advanced properties of each field is available from the Fields group by clicking on the Display Property Grid button. This gives you access to all the underlying settings that are available in the Pivot Grid. Some examples are:
		+
		+	* When exporting to Excel, if you want the group values to repeat on every row then select Pivot Grid as the Field and in the property grid change the value of OptionsPrint/MergeRowFieldValues to False
		+
		+	* If you do not want totals for a group then select the field that you are grouping by, and in the property grid change TotalsVisibility to None.
		+
		+	* You can change the name of the field caption (i.e. the row or column header) from Appearance/Caption.

	'''Output'''		'''Output'''

← Older revision		Revision as of 13:23, 19 May 2016
Line 74:		Line 74:

	The pivot grid can be printed, saved or emailed as a PDF or an Excel file.		The pivot grid can be printed, saved or emailed as a PDF or an Excel file.
		+
	'''Layouts'''		'''Layouts'''

@@ Line 79: / Line 79: @@
 ==See Also==
-[[Reports]]
+*[[Reports]]
+*[[Hours Reports]]
-[[Hours Reports]]
+*[[Attendance Reports]]
+*[[Budget Reports]]
-[[Attendance Reports]]
+*[[Scheduling Reports]]
-−
 [[Budget Reports]]
-−
 [[Scheduling Reports]]

← Older revision		Revision as of 14:26, 29 June 2015
Line 77:		Line 77:

	After modifying the report, you can save the layout to a file. The layout does not include any data. It includes only the arrangement and formatting of the report. Layouts are safe to share with other users who are summarizing different employees' data. The layouts are saved to a common folder for each type of pivot grid report.		After modifying the report, you can save the layout to a file. The layout does not include any data. It includes only the arrangement and formatting of the report. Layouts are safe to share with other users who are summarizing different employees' data. The layouts are saved to a common folder for each type of pivot grid report.
		+
		+	==See Also==
		+	[[Reports]]
		+
		+	[[Hours Reports]]
		+
		+	[[Attendance Reports]]
		+
		+	[[Budget Reports]]
		+
		+	[[Scheduling Reports]]

@@ Line 1: / Line 1: @@
-A pivot grid report allows you to summarize the report data into a table-based view. The pivot grid has four areas:
+A pivot grid report allows you to summarize data into a table-based view with grouping by rows and/or by columns.
-*'''Data area''' – the field(s) that are used in the data area are the fields that will be summarized, e.g. the total hours, or the exception count.
+The pivot grid has four areas:
-*'''Row area and Column area''' – the field(s) that are used in the row and column area affect how the data is grouped and summarized. The cell at the intersection of a row and a column represents the summary of the report information.
+*'''Data area''' – the top left corner of the pivot grid is for the field(s) that will display in the data area. These are the fields that are summarized, e.g. the total hours, or the employee count.
-*'''Filter area''' – the field(s) used in the filter area do not affect how the report data is summarized but affect what data is used for the summary.
+*'''Row area and Column area''' – running down the left side, and across the top are the field(s) that affect how the data is grouped and summarized. The cell at the intersection of a row and a column represents the summary of the data that matches to both the row and the column values, e.g. the total of the REG hours for Department 3838.
-You run the pivot reports from the Reports ribbon tab, selecting the report from the drop down. You are given the standard report selection screen where you can do an initial filtering of the employees and the date range. Click on the Run button and the report data appears in the pivot grid screen.
+*'''Filter area''' – the field(s) used in the filter area do not affect how the report data is grouped or summarized, but limits what data is being used in the pivot grid.
 [[image:PivotGridRibbon.png]]
@@ Line 13: / Line 15: @@
 The ribbon at the top of the screen provides you with the ability to output the report, modify the font and manage the layouts.
-The pivot grid occupies the main part of the screen.
+The pivot grid itself occupies the majority of the screen.
 [[image:PivotGrid.png]]
-Shown above is the Hours pivot grid. In this example, the filter area does not contain any fields. Below the filter area is the "Hours" field. The field(s) in the corner area represents the Data fields. In this example, we are summarizing the Hours.
+Shown above is the Hours pivot grid. In this example, the Filter area does not contain any fields. Below the filter area is the "Hours" field. The field(s) in the corner area are the Data fields. In this example, we are summarizing the Hours.
-Below the "Hours" field, there is the "Employee Name" field. This is the row area. In this example, we are summarizing the Hours by the Employee Name.
+Below the "Hours" field, there is the "Employee Name" field. This is the Row area. In this example, we are summarizing the Hours by the Employee Name.
-To the right of the "Hours" field are two fields. "Week Ending" and "Pay Type ID". The data summarizes by the week ending date of the hours, then by the pay type that was used to pay the hours.
+To the right of the "Hours" field are two fields. This is the Column area. The fields are "Week Ending" and "Pay Type ID". The data is being summarized by the week ending date of the hours, and then by the pay type that was used to pay the hours.
-At the intersection of a row and a column is the summary of the report data. For example, in the week ending 5/12/2007, employee "Armitage, Erin" has 22.50 REG hours and 15.00 SIC hours.
+At the intersection of a row value and a column value is the summary of the data. For example, in the week ending 5/12/2007, employee "Armitage, Erin" has 22.50 REG hours and 15.00 SIC hours.
-We are going to customize the pivot grid by removing the "Week Ending" field from the column area. Place your mouse over the "Week Ending" field and the right click context menu is displayed. Select Hide so that the field is removed from the column area.
+You can modify the pivot grid by removing the "Week Ending" field from the column area. Place your mouse over the "Week Ending" field and right click to see the context menu. Click on Hide so that the field is removed from the Column area.
 [[image:PivotGridFieldMenu.png]]
@@ Line 33: / Line 35: @@
 [[image:PivotGrid2.png]]
-The employee "Armitage, Erin" now has 96.75 REG hours because this is the total REG hours of all the data used in the report. Without the "Week Ending" field, we are seeing the hours summarized by "Employee" and "Pay Type ID."
+The employee "Armitage, Erin" now has 96.75 REG hours because this is the total REG hours of all the data. Without the "Week Ending" field, we are seeing the hours summarized only by "Employee" and "Pay Type ID."
 '''Adding Fields'''
-If you right click anywhere outside of the data area you will get a menu where you can select Show Fields List.
+If you right click anywhere outside of the Data area you will get a menu where you can select Show Fields List.
 [[image:PivotGridFieldList.png]]
-From the fields list you can drag a field into the pivot grid. In this example, we will drag the Department Description field to the left of the Employee Name field. This will now summarize the data by Department and then by Employee.
+From the Fields List you can drag a field into the pivot grid. In this example, we will drag the Department Description field to the left of the Employee Name field. This will summarize the data by Department and then by Employee.
 [[image:PivotGrid3.png]]
@@ Line 63: / Line 65: @@
 [[image:PivotGridFilterDropDown.png]]
-If you want to filter the data but do not want that field used to affect how the data is summarized, then place the field in the filter area at the very top of the pivot grid.
+If you want to filter the data but do not want that field used to affect how the data is summarized, then place the field in the Filter area at the very top of the pivot grid.
 '''Formatting'''
@@ Line 71: / Line 73: @@
 '''Output'''
-The pivot grid can be printed, saved to an Excel worksheet, or saved as a PDF file.
+The pivot grid can be printed, saved or emailed as a PDF or an Excel file.
-−
 '''Layouts'''
-After modifying the report, you can save the layout to a file. The layout does not include any data. It includes only the formatting of the report. Layouts are safe to share with other users who are summarizing different employees' data. The layouts are saved to a common folder for each type of pivot grid report.
+After modifying the report, you can save the layout to a file. The layout does not include any data. It includes only the arrangement and formatting of the report. Layouts are safe to share with other users who are summarizing different employees' data. The layouts are saved to a common folder for each type of pivot grid report.

@@ Line 9: / Line 9: @@
 You run the pivot reports from the Reports ribbon tab, selecting the report from the drop down. You are given the standard report selection screen where you can do an initial filtering of the employees and the date range. Click on the Run button and the report data appears in the pivot grid screen.
-[[image:Ribbon.bmp]]
+[[image:PivotGridRibbon.png]]
 The ribbon at the top of the screen provides you with the ability to output the report, modify the font and manage the layouts.
@@ Line 15: / Line 15: @@
 The pivot grid occupies the main part of the screen.
-[[image:PivotGrid.bmp|648x235px]]
+[[image:PivotGrid.png]]
 Shown above is the Hours pivot grid. In this example, the filter area does not contain any fields. Below the filter area is the "Hours" field. The field(s) in the corner area represents the Data fields. In this example, we are summarizing the Hours.
@@ Line 27: / Line 27: @@
 We are going to customize the pivot grid by removing the "Week Ending" field from the column area. Place your mouse over the "Week Ending" field and the right click context menu is displayed. Select Hide so that the field is removed from the column area.
-[[image:FieldMenu.bmp]]
+[[image:PivotGridFieldMenu.png]]
 The pivot grid now looks like this:
-[[image:PivotGrid2.bmp|648x185px]]
+[[image:PivotGrid2.png]]
 The employee "Armitage, Erin" now has 96.75 REG hours because this is the total REG hours of all the data used in the report. Without the "Week Ending" field, we are seeing the hours summarized by "Employee" and "Pay Type ID."
@@ Line 39: / Line 39: @@
 If you right click anywhere outside of the data area you will get a menu where you can select Show Fields List.
-[[image:FieldList.bmp]]
+[[image:PivotGridFieldList.png]]
 From the fields list you can drag a field into the pivot grid. In this example, we will drag the Department Description field to the left of the Employee Name field. This will now summarize the data by Department and then by Employee.
-[[image:PivotGrid3.bmp|648x218px]]
+[[image:PivotGrid3.png]]
 As well as grouping the data by department, it is also giving us departmental totals.
@@ Line 49: / Line 49: @@
 If we were to hide the Employee Name field, then we would be summarizing only by Department and Pay Type.
-[[image:PivotGrid4.bmp]]
+[[image:PivotGrid4.png]]
 '''Sorting'''
@@ Line 59: / Line 59: @@
 When you place the mouse over a field, the filter icon appears in the top right corner. If you click on this icon, a drop down list appears. You can then select or unselect items to apply filtering on the data.
-[[image:Filter.bmp]]
+[[image:PivotGridFilter.png]]
-[[image:FilterDropDown.bmp]]
+[[image:PivotGridFilterDropDown.png]]
 If you want to filter the data but do not want that field used to affect how the data is summarized, then place the field in the filter area at the very top of the pivot grid.