Apply Pivot

Explanation

This activity is used to apply a pivot to a new report or an existing report. Use this option if you need to represent a report in tabular or pictorial form.

Prerequisites

N/A

System Effects

N/A

Related Process Model

Apply Pivot

Related Activity

Select Display Items

Procedure

To create a pivot table:

1. Click Go to Design.
   Note: Make sure that the active cell in the worksheet is the starting location for the pivot you want to create.
2. Click Pivot. Drag the appropriate display items to Selected Display Items pane. You can also insert the display items to Selected Display Items pane by double clicking.
3. Click Pivot Table Criteria. This function is used to apply a filter criteria or an advanced filter criteria to the pivot table.
4. Click the Filter Criteria tab, and drag a display item as the Filter Field.
5. Click Information Source Criteria. If a report has been created using a combination of information sources then, use this option to apply a filter criteria, advance filter criteria, zoom-in or drill down to the report.
6. If you want to build a PivotChart, an associated PivotTable report will be created in the location you specify. This PivotTable report must be in the same workbook as the PivotChart report. If you specify a location in another workbook, the PivotChart report will also be created in that workbook.
7. Click Execute.

To delete a pivot item:

1. Select a display item from Select Display Items pane and click Delete to remove the item from the pane.
   Note: When attempting to remove the last item from the Select Display Items pane a message appears indicating that removing the last item would result in the pivot table being deleted. Confirm to continue.