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How to configure a pivot table in Blitz Report template

Avatar photoCustomer July 21, 2021 at 3:08 am

I am trying to build a new template that generates a pivot table showing balances by period. What are the four main components I need to configure in the pivot table section?

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    • Support July 22, 2021 at 3:54 am  

      The pivot table section is divided into four main areas. They are Filters, Columns, Rows, and Values.

    • Avatar photoCustomer July 22, 2021 at 7:13 pm  

      What is the purpose of the ‘Filters’ section, and how does it differ from ‘Rows’?

    • Support July 23, 2021 at 10:16 am  

      The Filters are used to restrict the underlying data being summarized, typically by attributes like GL account or Department. The Rows section defines the data summary level for each row in the pivot table.

    • Avatar photoCustomer July 25, 2021 at 7:27 am  

      For my example of balances by period, where would ‘Period’ go, and where would the ‘Amount’ go?

    • Support July 26, 2021 at 10:19 pm  

      Since ‘Period’ determines which data points appear in separate columns, it would be defined under the Columns section. The ‘Amount’ balance data, being the numeric figures you want summarized, would be defined under Values.

    • Avatar photoCustomer July 28, 2021 at 2:45 am  

      For the ‘Values’ section, how do I specify that I want the sum of the amounts?

    • Support July 28, 2021 at 3:20 pm  

      You use the Aggr. (Aggregation) setting. This allows you to specify how to aggregate the numeric data, with choices including average, count, min, max, and sum.

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