Pivot tables are dynamic reporting available in Uniconta's Finance, Accounts Receivable, Accounts Payable, Lager and Project modules under the Reports menu item.
A pivot table summarizes data. Pivot tables can sort and count data. The summarized data can then be displayed in a specified form to the user. The summarized data can therefore be summed up in the form of numbers, totals or averages.
The user can summarize data by simply dragging columns/fields to different parts of the pivot table.
Pivot tables can be easily modified by simply clicking on data and moving it around the screen.
ATTENTION! The pivot tables in the Lager, Debtor and Creditor modules use data from the inventory entries.
NOTE! If you want to include all data, it is important that you build the pivot table as you want it before you click "Clear Filter" otherwise all data will not be included.
What you see is what you get gives this result
Pivot table video
PivotTable reports video The video above covers several different topics, so there is a small "table of contents" below so you can fast forward to the topic you are interested in. Example Finance pivot table 00.00-11.18 Example Debtor pivot table 11.19-14.38 and 20.52 onwards Example Accounts payable pivot table 28.40-34.17 Example Lager-pivot table 34.17-39.19 Printing pivot tables 14.38-16.25 Save pivot table to Excel 16.26-18.22 and 19.47-20.52 Insert fields, subtotals and layout 18.22 - 19.00 Filtering and sorting 20.52-24.34 Setting up graphics 24.34-28.40Example of a debtor pivot table
- Select Accounts Receivable/Reports/Pivot table
- Drag the fields at the top of the screen down to the area that says 'Drop Row Field' or 'Drop Column Fields Here'.
Extra fields can be retrieved by selecting the Layout/OtherFields button on the ribbon. Read more under Layouts
- Here, Item and Year are dragged into the 'Drop Row Field' and 'Drop Column Fields Here' respectively
- The pivot table can be displayed graphically by selecting the Graphics setup button on the ribbon.
Here the year 2017 is selected for the above table. At the same time, only Row totals are shown.
You can also see examples in the video above.
Example of project pivot table
In the Project module, the choices under the PivotTable are slightly different, but the principles are the same as described above in the Debtor PivotTable example.
Fixed Layout on PivotTable
It is possible to create a fixed layout for a PivotTable by using "Save Layouts. Read more here The layout is now saved as the default view.Save PivotTables to Excel
Pivot tables can be saved in two formats for Excel using the Excel/Save icon in the toolbar- Alm. Excel file (What you see is what you get) or
- "Data Aware Export"
What you see is what you get gives this result