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
- Make sure the first worksheet is named 'data'.
- If you are using Google Sheets, then add more columns if you consider you will need more for your future reports.
- Insert a pivot table on a second worksheet by going to Insert > PivotTable and selecting all the data in the first worksheet.
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
**If you use Google Sheets, here you have the support article:
https://support.google.com/docs/answer/1272900
4. After that, you need to save it 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 on, 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.