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CC Pivot 3.0

Getting Started

Using CC Pivot

Change Log

HomeScreen

The first screen you are taken to is the home screen, here you will be able to go anywhere else in the system you need to go.

Creating / Editing a Pivot

Explaining the main features of CC Pivot 3

All of the buttons on the pivot home screen are described in detail below. Later we'll describe the editing of the detail of the pivot it's self.

1. Home

Clicking the home icon here (or anywhere in the system) will return you to the home screen.

2. Settings

The cog icon is the button to take you to the settings screen. It is discussed in greater detail here.

3. Help

The exclamation point icon is the button to pull up the main help screen in the system. Is it this document.

4. Export to Excel

The excel document icon when clicked will export the currently selected pivot table to a formatted table in your default web browser and then export that web page as an excel document and save it to the desktop. For this to work seamlessly you will need to have popups allowed in your default web browser.

5. Print

Clicking the print icon will cause the currently selected pivot table to be exported to your default web browser and then printed. We need to go through your web browser because Filemaker does not print the contents of a web data viewer very cleanly and a quick trip to layout mode will show you we use the web data viewer to display the pivot table.

6. Refresh

Clicking the refresh icon will cause the data and format of the pivot table to recalculate. This will gather any fresh or changed data as well as recalculate totals and format.

7. Go

The arrow icon in the button to take you to pivot edit screen. It is discussed in greater detail here. #Pivot List

2. Pivot List

This is the list of pivot tables or charts in the system. Clicking one will select it and display it to the right. The currently selected pivot will be highlighted.

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Page last modified on October 26, 2015, at 09:55 AM