How Often Does the Cube Update?
The Cube draws data out of various systems on a scheduled basis. There is also an Administrative Tool that allows for the manual processing of the cube as needed.
What is a Pivot Table?
A pivot table is a data summarization tool that can automatically sort, count, total or give the average of data stored in the Data Mart. A user can set up and change the data's structure by dragging and dropping fields graphically. This "rotation" or pivoting of the summary table gives the concept its name.
Working with the PivotTable Field List:
- Excel displays the PivotTable Field List so that you can add fields to the PivotTable, rearrange and reposition them as needed, or remove them from the PivotTable. By default, the PivotTable Field List displays two sections:
- A field section at the top for adding fields to and removing fields from the PivotTable.
- A layout section at the bottom for rearranging and repositioning fields.
- You can dock the PivotTable Field List to either side of the Excel window and horizontally resize it. You can also undock the PivotTable Field List, in which case, you can resize it both vertically and horizontally.
- If you don't see the PivotTable Field List, make sure that you click anywhere in the PivotTable.
- If you close the PivotTable Field List, you can display it again. Right-click the PivotTable, and then click Show Field List. You can also click Field List on the Ribbon (PivotTable Tools, Options tab, Show group for a PivotTable; PivotChart Tools, Analyze tab, Show/Hide group for a PivotChart).
- If you don't see the fields that you want to use in the PivotTable Field List, right click in the pivot table and select Refresh.
How the PivotTable Field List Works:
It's important to understand how the PivotTable field List works and the ways that you can arrange different types of fields so that you can achieve the results that you want when you create the field layout of a PivotTable or PivotChart report.
- Move a field to the Report Filter area in the Field List, which simultaneously moves the field to the Report Filter area in the PivotTable report.
- Move a field to the Column Label area in the Field List, which simultaneously moves the field to the Column Label area in the PivotTable report.
- Move a field to the Row Label area in the Field List, which simultaneously moves the field to the Row Label area in the PivotTable report.
- Move a field to the Values area in the Field List, which simultaneously moves the field to the Values area in the PivotTable report.
Remove fields from the PivotTable or PivotChart:
To remove a field, in the PivotTable Field List, do one of the following:
- In the respective layout area, left click and hold the dimension that you want to remove, and then drag it outside the PivotTable Field List.
- In the Pivot Table Field List, clear the check box of the field you want to remove.
- ***Note Clearing a check box removes all instances of the field from the report.
- In the respective layout area, click the down arrow on the dimension, and then click Remove Field.
Show/Hide Detail (Expand or Collapse Levels):
- Double-click the item that you want to expand or collapse.
- Click the expand or collapse button (plus sign, minus sign) next to the item that you want to expand or collapse.
- Right-click the item, click Expand/Collapse, and then do one of the following:
- To see the details for the current item, click Expand.
- To hide the details for the current item, click Collapse.
- To hide the details for all items in a field, click Collapse Entire Field.
- To see the details for all items in a field, click Expand Entire Field.
- To see a level of detail beyond the next level, click Expand To "".
- To hide to a level of detail beyond the next level, click Collapse To "".
How to Refresh the Report:
- Click anywhere in the PivotTable report. This displays the PivotTable Tools, adding an Options and a Design tab in your toolbar.
- On the Options tab, in the Data group, do one of the following:
- To update the information to match the data source, Click the Refresh button.
- You can also right-click the PivotTable, and then click Refresh.
- To Refresh all PivotTables in the workbook, click the Refresh button arrow, and then click Refresh All.
Add/Remove Subtotals:
You can display or hide subtotals for individual column and row fields, display or hide column and row grand totals for the entire report, and calculate the subtotals and grand totals with or without filtered items.
- In a PivotTable, select an item (item: A subcategory of a field in PivotTable and PivotChart reports. For instance, the field "Month" could have items such as "January," "February," and so on.) of a row or column field. This displays the PivotTable Tools, adding the Options and Design tabs.
- On the Options tab, in the Active Field group, click Field Settings.
- In the Field Settings dialog box, under Subtotals, click Automatic. To remove subtotals, click None.
Display or hide grand totals:
- Click anywhere in the PivotTable report. This displays the PivotTable Tools, adding the Options and Design tabs.
- On the Design tab, in the Layout group, click Grand Totals, and then select the grand total display option that you want.
Freeze Panes:
- On the worksheet, do one of the following:
- To lock rows, select the row below the row or rows that you want to keep visible when you scroll.
- To lock columns, select the column to the right of the column or columns that you want to keep visible when you scroll.
- To lock both rows and columns, click the cell below and to the right of the rows and columns that you want to keep visible when you scroll.
- On the View tab, in the Window group, click the arrow below Freeze Panes.
- Do one of the following:
- To lock one row only, click Freeze Top Row.
- To lock one column only, click Freeze First Column.
- To lock more than one row or column, or to lock both rows and columns at the same time, click Freeze Panes
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