r11 - pivot reports (mcu)
TRANSCRIPT
MC University
R11|Pivot Reports
MC University
Pivot Reports Defined
Agenda
MC University
Pivot Reports OverviewPivot Table Definition
Pivot Reports Defined
MC University
Special type of Summary Report for aggregation of data along two dimensions• Work Order Counts by Shop and Status
Pivot Reports Overview
MC University
Also used to present time periods in logical date aggregations • Total Labor Cost by Priority • Can be setup to group by Week, by
month, quarterly, etc.
Pivot Reports Overview (cont’d)
MC University
Pivot Table Definition will determine the fields available and how they appear Fields by which Pivot Reports are defined:• Row definition• Column definition• Summary Data
Pivot Table Definition
MC University
Fields are added and edited to create field definition Examples of the columns include:• Row:
Pivot Table Definition (cont’d)
MC University
• Column:
Pivot Table Definition (cont’d)
MC University
• Summary Calculation:
Pivot Table Definition (cont’d)
MC University
A report setup in this way will show a count of Work Orders by type and month of requested date:
Pivot Table Definition (cont’d)
MC University
Pivot setup tips:• Fields should be in proper order (R-C-S)• Remove unnecessary fields • Use Pivot Setup to set definition
Pivot Table Definition (cont’d)
MC University
Now, let’s take a look at creating a Pivot Report that provides a summary of hours worked on closed Work Orders for the current year!
Labor Hours by Priority for Current Year: Example
MC University
Now, let’s take a look at creating a Pivot Report that shows the total costs associated with all Work Orders by Type and Shop!
Work Order Costs by Type and Shop: Example
MC University
Now, let’s take a look at creating a Pivot Report for a Closed Work Order Count by Type and Priority!
Closed Work Order Count by Type and Priority: Example
Thank You for Watching!