The Analysis tab allows you to create Pivot Data based on the report parameters chosen. You can also change the summary type based on the field. The function is similar to using the Data tab with drag and drop functionality. There are four areas to place the fields:
- Filter Fields - The is the top level area where you choose a field to filter data. After you have placed the appropriate field, you can also define which data is used in the filter area.
- Column Fields - This level allows you to create pivot columns. You can have more than one.
- Data Items - This is the second tier where you place data items from the report that you want filtered based on the Filter Field level. You can have more than one.
- Row Fields - This is the third tier where data fields are placed. You can have more than one.
Summary Type
To allow for calculable changes, the Summary Type feature allows you to make changes to fields within the report. This may be useful for changing sums to averages, minimums to maximums, as well as using standard deviation.
Using the Summary Type to make changes only applies to those fields that have values that can be changed by the categories. For example, you would not want to use the Employee Name field to change sum to standard deviation. Use only fields that have integer values that can benefit from the changes made.
To utilize the Pivot features of the Analysis tab, perform the following:
-
Select the Analysis tab under the Preview Report function.
The title of the Pivot Data will be the same as the report.
- Make the appropriate changes to the parameters. If you need to learn how to adjust the parameters of a report, click here. Remember to Reload the report after making any changes.
-
If the Field List dialog window is not displayed by default, then click the Field List button on the toolbar.
-
Select an appropriate Filter Field by clicking and dragging it into the Filter Field area. You can also highlight the field in the field list and use the Add To button at the bottom.
If you select, or highlight the field, the bottom portion of the window gives the suggestion of where it probably would go for your viewing. You can also make a manual selection by using the down arrow in the combo box.
- You can further narrow the Filter Field by selecting/deselecting the individual filter sort categories. Click here to see how to select the individual sort filters.
-
Select the Data Items, Column Fields and Row Fields and place them into the appropriate areas of the Pivot Data.
-
The display will immediately changes upon adding/removing the Pivot Data. The figure below displays a Pivot Created.
-
Use the Field and Summary Type to make any calculable changes.
- If you want to remove or change any of the pivot choices, click and drag the headers back to the Pivot Grid Field List window.
The Analysis tab offers a great deal of flexibility in categorizing and changing the data of a report based on parameters chosen. It is useful for quickly manipulating views and exporting them into a chosen format. Remember that changes made on the Analysis tab do NOT affect the core report.