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CC Pivot Free 1.0

Getting Started

Using CC Pivot Free

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Integration

Integrating CC Pivot is really very easy. There are just three simple steps to integrating CC Pivot with your existing Filemaker solution, and they are simple enough that anyone can do them in under 10 minutes. First, add your FileMaker Pro file(s) as external data sources in CC Pivot; second, add the table occurrence(s) from your file(s) on which you want to run the reports; and third, run the update routine in CC Pivot. That's all. Let's go over that in a little more detail.

  1. Add your file(s) as external data sources. For any file that has a table you want to report on, you'll need to add an external data source for it to the CC Pivot solution.
    1. Open CC Pivot, and under the "File" menu, selecting the "Manage" sub-menu, and then selecting "External Data Sources...". This will open a new window displaying a list of all existing data sources.

      External Data Sources
    2. Click the "New" button which will open a window allowing you to create a new data source.
    3. Click the "Add File..." button, which then prompts you to find the file you want to add to the reporting system. Find your file and select it.

      Add External Data Source
    4. Click or to close each dialog box that has been opened. First step done!
  2. Add your table occurrence(s). You'll need to add a table occurrence for each table that has data for which you want to generate a report.
    1. Open the "Database..." Menu under the "Manage" section of the "File" menu, much like in the first step.
    2. With the Manage Database window open you want to click on the "relationships" section at the top of the window. This will show you the relationships graph of our CC Pivot system. You do not need to change anything that is already here, you just need to add a table occurrence for your data table.
    3. Click the add table occurrence button, select your file under the data source popup in the window that opens, and select the table you want. You should add as many tables as you will want to report on as long as you are in here doing this.

      Add External Data Source
    4. Once the table occurrences are added, you can close the manage database window. We're done. You don't need to rename or move them in any way, although if you are like me you may want to clean up your newly added table occurrences so they look tidy. But it's up to you.
  3. Run referesh routine in CC Pivot. You need to refresh the CC Pivot system to check for fields in the tables you've added.
    1. This is simple: Just click the "Settings" button in the lower left corner of the screen to view the settings window.
    2. Click the "Refresh" button on the left side near the bottom. The system will get everything ready to go for you.

That's it. You're done! Now its time to create your first pivot table.

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Page last modified on September 01, 2011, at 08:54 AM