How to import a PivotTable into a report template

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Reporting > Templates

 

What does it mean?

The PivotTable is a very useful tool included in Excel. It allows you to summarise and analyze data from another table in an excel file.

Palisis allows you to import Pivot files into your report templates. This way, understanding your exported reports will be easier and faster.

 

What should I do?

1. First, you need to create a Report Template. For more information about how to create a report template, please visit the following article

How to configure your "Report Templates"

 

2. Once the report template is created, you need to export a report using this template. For that, go to Reporting > Data Export.

  • Choose a date in the Calendar tab.
  • Select the Filters in the second tab.
  • Choose the Report Template created and the format XLSX in the Export tab.
  • Click on the 'Export' button.

How to use the "Data export" report

3. Once you have downloaded the report, you will create the Pivot Table:

  • Open the Excel file
  • Rename the first tab to 'data'
  • Create a new tab.
  • Insert a pivot table on the second tab by going to Insert > PivotTable selecting all the data in the first tab.

In the same file, you will be able to create more than one Table:

Table 1: Gross Net Revenue by Sales user

Table 2: Gross Net Revenue by BookingID (Maybe another, "more interesting" pivot would spark more interest. ;) 

*You can learn how to create and use the PivotTable in this link provided by Microsoft: https://support.office.com/en-us/article/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

 

4. After creating the PivotTable, you need to delete all the data of the report, but not the columns name, so the data sheet should be empty.

Now, you need to refresh or clean the PivotTables created:

  • Go to Table1 > Analyze > Refresh
  • Go to Table2 > Analyze > Refresh

This way, both tables will be empty as the Data sheet:

Table1

Table2

After deleting and refreshing the data, you need to save as an XLSL file.

Now you have to import the XLSL file to the same Report Template that you created at the beginning.

Go to Reporting > Templates > Edit the template > Choose the XLSL file save previously and save

 

From now, every time you export a report using the same report template, the excel file will include both Table1 and Table2. You will need to refresh the tables to analyze the data from the new report.