How do I set up a pivot table?

A pivot table is a table where the rows are linked to a master data item, for example

• Assets
• Products
• People
• Organisations
• Or addresses

And the columns are metadata. As an example, we will consider an asset item as the row item, and the columns will be costs.

Steps to create a pivot table

1. Navigate to Administration > Data > Pivots

2. Click Add to add new Pivot or select to edit existing Pivot.

3. If you have clicked the add button, then enter the title, number of columns and select the row object from the list (for example Asset). Then, click on Add to continue back to the main page of the Pivot screen. 

4.  If you have clicked on the edit button you will notice the ‘Code’ field has been automatically populated with a value for you. This is the unique reference value of the Pivot.

5. To add information to the pivot, click on  Add  under table region. In this example, the rows in pivot refer to the Asset and columns refer to the various costs.

6. Select Asset from the pre-populated list. The assets shown will be as per assets available on the platform. Enter the values for each column. Select 'Enabled' is Yes. Then click on  Add  to add the information to the Pivot.  Repeat the above steps (5 to 6) to add more information. Once complete with all changes, click  Save  button to finish.

Column and Labels

You can assign the value to column labels in the Column Information region. Select a column and add a label value. This label name will be a reference to use the pivot.

Uploading Pivot data

Either from creating a new Pivot or downloading the data from an existing Pivot, the Administrator can use CSV file ( Comma-Separated Values) to upload data. From the Pivots page, click the ‘Upload’ button.

1. Click on the 'Download template' button to download a sample file or you can download that data from the Pivot details page itself.

2. The administrator can then edit the file using excel or numbers. Please make sure the PIVOT_CODE, ROW and the object CODE reflect the value on the platform.

3. Once the file has been edited you can upload the file using the 'choose file' field to submit and upload the file.

4. After submitting the file it is uploaded. Any errors in processing will be indicated. Select the file to view records. Open the file to see the errors against the record as shown in the last column. Once processed the information items will be appended or amended to the Pivot as per the PIVOT_CODE (which will be parent Pivot).

Further reading 

See How to add rules to add pivot charges via a checklist.

See How to use checklists with tasks.