|
| [WD20] - Can we use Pivot Table in this scenario... |
| Iniciado por guest, 27,feb. 2018 11:25 - 5 respuestas |
| |
| | | |
|
| |
| Publicado el 27,febrero 2018 - 11:25 |
Hello,
I have used MS Excel's Pivot Table feature in many situations.
But I am not able to understand as to how to use the Pivot Table feature of WD.
What I am trying to achieve is that I have got a file which contains payment receipts from various customers.
Now I want to show the data in a Pivot Table so that a user can see payment details from various view points like payments received customer wise, payment details based on products (service heads), payments between given dates, payments received in Cash/Bank/CC, etc.
Is what I am thinking possible using Pivot Table as provided in WD20?
TIA |
| |
| |
| | | |
|
| | |
| |
| Publicado el 28,febrero 2018 - 20:32 |
Hi Yogi.
The dates you get for free ( Meaning day, week, fortnight. month quarter and year). If some kind of date is in your files.
Ok the rest.
Files need to be related to eacht other. So take good care of links between files that make sence.
Ok the rest is just filling out a huge wizzard ( of cource you can later on add stuff or change stuff. The huge wizzard lets you add the files to the dimensions. If the files are properly linked that should not be very difficult. Bit like the treeview control but more advanced.
Yes you can use it for that. :spos:
I use it for:
1 A way to present a bankaccount in a income and costs way. Verry cool . ( Income -- costs-- saldo). Per day and over the years all transactions availeble.
2 A balans sheet . A profit and loss sheet. Profit and los versus budget figures. ( Has actuals , budget figures and the diffirance )
And it was easy to do so. Good luck!
regards,
Allard |
| |
| |
| | | |
|
| | |
| |
| Publicado el 28,febrero 2018 - 21:19 |
Hi Yogi
Another option that I have used successfully (also to prepare a profit report, but by job), if you have Excel 2016 (Office 365) is to create a DSN connection to your database, then use the Power Query ("PQ") feature of Excel 2016 to prepare a query which is then the data source for a pivot table.
After much research on the internet I found a way to have the PQ read parameters from the worksheet itself, although if the parameters are dates, there is the option to use the timeline feature (I think that's what it's called).
PQ can also be added to some earlier versions of Excel, but it is not part of the core product in those versions.
The workbook can be copied to your client, all they have to do is create the DSN, then refresh the table. |
| |
| |
| | | |
|
| | |
| |
| Publicado el 28,febrero 2018 - 21:20 |
Gee, must be losing it, can't even type my own name correctly!!
Regards
Mike |
| |
| |
| | | |
|
| | |
| |
| Publicado el 01,marzo 2018 - 00:43 |
Hi,
what I said was from what I remebered. I looked into stuff. Ok I made the query first.. query can have parameters right .. Ok same applies regarding links
regards
Allard. |
| |
| |
| | | |
|
| | |
| |
| Publicado el 01,marzo 2018 - 07:18 |
Quote
Allard
Hi Yogi.
The dates you get for free ( Meaning day, week, fortnight. month quarter and year). If some kind of date is in your files.
Ok the rest.
Files need to be related to eacht other. So take good care of links between files that make sence.
Ok the rest is just filling out a huge wizzard ( of cource you can later on add stuff or change stuff. The huge wizzard lets you add the files to the dimensions. If the files are properly linked that should not be very difficult. Bit like the treeview control but more advanced.
Yes you can use it for that. :spos:
I use it for:
1 A way to present a bankaccount in a income and costs way. Verry cool . ( Income -- costs-- saldo). Per day and over the years all transactions availeble.
2 A balans sheet . A profit and loss sheet. Profit and los versus budget figures. ( Has actuals , budget figures and the diffirance )
And it was easy to do so. Good luck!
regards,
Allard
Hello Allard,
Thanks for encouraging feedback.
Currently I am fumbling with Pivot Table at the moment. The moment I get it working I will post feedback here.
BTW I have not defined any links between files in Analysis. Is this necessary? Or should I define a query and use it as source of Data?
TIA |
| |
| |
| | | |
|
| | | | |
| | |
|