Add a pivot table

You use the Pivot tables (SM208010) window to add a pivot table.
For details on pivot tables in Visma Net, see: About pivot tables in Visma Net.

Before you begin

Before you start configuring a pivot table you need to do the following:

• Create the generic inquiry that will be used as a data source for pivot tables if this inquiry doesn't already exist.
  For details, see: Design an inquiry based on inventory data.
• Plan which data from the generic inquiry you want to see in rows, columns, and the data area of the pivot table; also plan which data should be used for filtering.

1. Go to the Pivot tables (SM208010) window.
2. In the Window ID field, select the generic inquiry that will be used as a data source for the pivot table.
   (If you opened this window from the generic inquiry window, the generic inquiry is selected automatically.)
3. In the Name field, type the name you want to use for the pivot table. This name will be used as pivot table ID after you save your changes to the table.
4. Configure the layout of the pivot table as follows:
   • Drag and drop the generic inquiry fields from the Fields pane to one of the following panes, depending on the desired layout of the pivot table: Rows, Columns, or Values.
   • Optional: Drag and drop the generic inquiry fields from the Fields pane to the Filters pane if you want to filter data in the pivot table by these fields.
5. Optional: Set up display properties for the generic inquiry fields that are used in the pivot tables as follows:
   1. Click a field that is now in the Filters, Columns, Rows, or Values pane.
   2. In the Properties pane, perform any of the following steps, as needed, to change the properties of the selected field:
      • In the Caption field, change the caption of the selected field that will be displayed in the pivot table.
      • In the Aggregate list, select the aggregate function that will be applied to the field value.
      • In the Sort order list, select the way you want the field values to be sorted.
      • Select the Show percent check box if you want to display the field value selected in the Values pane as a percent of the total value.
      • Select the Show total check box if you want to display a Total field for this field in the pivot table.
      • In the Total label field, type the custom name of the Total field.
      • In the Width field, type the width of the cells (in pixels) in which the field values are displayed.
      • In the Format field, specify the format of the field if it should differ from the original format.
6. Optional: In the Location in the menu field, specify the position of the pivot table in the Visma Net site map if you want users of your Visma Net instance to navigate to it from the menu.
7. Optional: Select the Is shared check box if you want other users ofVisma Net to see the pivot table.
8. Optional: Select a shared filter in the Shared filter to apply field if you want to filter data in the pivot table by using an existing filter.
9. In the window toolbar, click to save the pivot table.