The following section describes how to create a Pivot Table based on the data you have collected in ActivityInfo. You can select fields from your Forms and Subforms or use other Reports, add Measures and Dimensions and use Statistics to analyze them. Finally, you can save the Pivot table as a personal report or save it as part of a Database.
The Pivot Tables you design are visible only to you unless you add them to a Database, share or publish them.
Navigate to the Report List page
- Click on "My reports" to navigate to the Report List page.
- Click on the "Add report" to view the drop down and then select "Add pivot table" to navigate to the Pivot Report page.
Select the source(s) of the data for your Report
- During the first phase of the Pivot table design, you must select the source(s) of the data for the Pivot Table. These can be the content of one or more Databases, one or more Folders or one or more Forms. Depending on what you want to use as your source you can drill down the list to reach a specific Form or select all the contents available instead.
- To reach a specific Form, click on "Databases" to reveal the list of the available Databases and select the Database(s) that contains the Folder(s) or the Form(s) you want.
- If the Form belongs to a Folder, select the Folder from the list of Folders to reveal the list of Forms in it.
- Alternatively, to use the data of all the Databases, click on the Databases box to select all Databases.
- When you have selected all the sources you need click on the "Done" button.
Add a Measure to the Pivot Table
To design a Pivot Table you first need to add a Measure to the Report.
To do so you need to define a Data Source and a Statistic for the Measure.
The Data Source is the actual Quantity Field you want to use and the Statistic is the type (e.g. Count Distinct, Sum, Average etc.) of summary you want to show for the specific Quantity Field.
Follow the steps for adding a Measure to a Pivot Table.
You can also add a Calculated Field or a Calculated Measure.
Add a Field as a Row or as a Column
To make the results more detailed and easy to read you can add Dimension to the Pivot Table, by dragging and dropping fields to the Row and Column Panel.
Follow the steps for adding a Field as a Row or Column to a Pivot Table.
- You can also add a filter to the "filter by..." pane to generate more analysis
Name and Save the Report
- Click on the "Save" button on the Reports toolbar and provide a Name for your Pivot Table. Then, select whether you want to save the Report as a personal report or add it to a database.
- To save a Report as a personal report select 'My reports' and click on 'Save report'.
- To save a Report to a Database or Folder, navigate to the Database and/or folder you want, click on it to select it and click on 'Save report'.
- Your Pivot Table has been saved as Report. You can view it in the Report List page, if it's saved as a personal report in 'My reports' or in the Database page or Database Settings page, if it's added to a Database.
