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CC Pivot Free 1.0

Getting Started

Using CC Pivot Free

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Modifications

CreatePivot

To create a pivot, the simple explanation is to click the "New" button, select your table, and fill out the info. However perhaps a more detailed explaniation will help a bit.

External Data Sources

Explaining the Six Main Areas of CC Pivot

There are actually six areas in creating your pivot table and we'll deal with each in order. Although you can fill them out in any order, some are required for the table to be meaningful, and we'll discuss those and other considerations in each section.

1. Data Table

This is a simple pop-up menu with all the table occurrences you have integrated in the system. If you do not see the table occurrence in the list, you may need to go to the settings layout via the "Settings" button at the bottom of the screen and click the "Update" button on the "General" tab. Selecting your data table is an important and necessary step as that will determine the context for the rest of the pivot table. Related tables will also be available ( Paid Version Only).

2. Style

Another basic pop-up menu, this will determine the style of your pivot table. There are a couple things to note, however. First, the style can e changed without re-calculating the pivot table, so the appearance can be changed very quickly. This means the decision about style need not be given too much initial thought, it is an easy change.

Second, the styles that are included by default are only meant as a starting point. You as a developer have the power to add as many styles as you want. This is done on the styling tab of the settings screes. The styles are simple cascading style sheets (CSS) and if you are unfamiliar with this form of formatting, there are many fantastic resources online to learn more. ( Paid Version Only)

3. Fields To Use In Pivot

This section will fill out automatically when you select a data table. This will show all of the fields not only in the table you selected for your data table, but also any tables which are related to it in the CCPivot file (Related fields is a Paid Version Only feature). It is important to not that only those relationships you have created in CC Pivot are recognized, no relationships the data table may have in other files.

4. Slicer Fields

There are four fields to fill out in the slicer fields section. The first, "sort" is fairly straightforward. The fields will evaluate in this order, re-number the fields to re-order them. The next, field name, can be filled out, or you can use drag and drop to move fields from the fields portal to this location. If you type data in here directly, make sure you get the name and table occurrence exactly. The "Pivot Header" column is for display. This is the name that will print in the pivot table. Finally position. This will allow you to set if the slicer is aligned vertically or horizontally. You can add as many as you slicer fields as you like ( Paid Version Only - free version only allows 2).

5. Data Fields

This section has the first three columns as the slicer fields above, and they behave exactly the same way. The next three fields however, are different. Operation is used to set the type of aggregate function that will be applied. Currently the system supports SUMmary, AVErage, COUNT, MINimum and MAXimum ( Paid Version only, free version supports SUM & COUNT). The format field is for formatting the data for display, we have three default choices, but any format supported by the java formatter specification is acceptable. To read more on this specification go here. Finally there is a locale column in case your data would be better handled by a specific localization setting. You can add as many as you data fields as you like ( Paid Version Only - free version only allows 3).

6. Filters ( Paid Version Only)

Filters are like a built in find for your data, You can drag any field from the data portal to the filed sell to set up a filter for that field. Select an operator and a value and you are set. There is a logic field in case you want to include an "OR" type search on your data as well. One important caveat. If you select a date field for a filter, you will need to enter your data in the MM-DD-YYYY format. If you enter date data in a format that is close but slightly off (like using a slash instead of a dash) we will try to correct it for you, but best to get it right yourself.

What do those Buttons do?

There are a few buttons whose purpose could use a bit of explanation.

1. The "Update" button.

Whenever you change any of the detail of the pivot table, with the exception of the style, you will need to update your pivot table to display the changes. There are two sorts of update that the button could perform, either a display update or a data and display update. We will attempt to determine the correct one for you when you click the button. If you have only changed settings that would affect the display of the pivot table, like the format of a data field for example, then we will only re-calculate the format portion of the pivot table. We will not go and fetch the data over again first. However if you change the data level settings, like adding a field or a filter, then we will fetch the data again before re-drawing the pivot table. If you ever want to update both the data and the display in spite of what the system believes needs done, just hold down the "Shift" key when clicking the update button.

2. The "Settings" button.

This button takes you to the settings screen, which is discussed in more detail below under the "Settings" section.

3. The Pivot Management buttons.

There are four buttons dealing with the report records themselves. The "New", "Open", "Save" and "Save As" buttons are all used to handle the report records, the one thing worth noting, the system uses global fields to manage the currently selected record for a number of reasons. The one important impact is that you will need to save your work before exiting the system if you want to easily recall the pivot table again at a latter date.

4. The "Print" button.

The "Print" button will open the pivot table in your default browser for printing. Since we are using a web data viewer to display the pivot table, this is the most straightforward way of printing. This also let's us provide the pivot table in a standard HTML table, which means you can easily take the pivot table from your browser and copy and paste it into any other tool like Excel, for further editing.

5. The "Expand" button.

There is a layout for displaying the pivot table without all the setup information which can be accessed via the "Expand" button. This will show the exact same pivot table, only in a leaner layout. This layout can also be used to display a cleaner look to users who should not have access to the interface for modifying the pivot table.

6. The "Excel" button. ( Paid Version Only)

We now have a simple button that you can use to export your pivot to Excel. Simply click this button on the bottom bar and type the name of the file you want to create. Click Ok and an excel file will be created on your desktop.

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Page last modified on August 31, 2011, at 09:48 AM