Collateral Report PivotTables
Start by creating your Collateral > Order Report Template, and adding it to your account.
After exporting your report via the Reports > Orders > 'Orders' tab > Export option, open the report and create your PivotTable.
To create a PivotTable:
Open your Collateral report in Excel and select all columns, including column headers:
From the Insert tab, click the 'PivotTable' command:
The 'Create PivotTable' dialog box will appear. Your highlighted Range will be indicated, and 'New worksheet' will be selected by default. Click 'OK':
A blank PivotTable and Field List [column headers from your Collateral] will appear on a new worksheet:
In the PivotTable Field List, check the box for each field you want to add. In this example, we want to know the total amount sold by rep, so we'll check the 'Company Sales Rep' and 'Sales' fields.
The selected fields will be added to one of the four areas below. The 'Company Sales Rep' field has been added to the 'Rows' area, and 'Sales' has been added to the 'Values' area:
Note: You can click, hold, and drag fields to your desired location if needed.
This results in a PivotTable showing the 'Sum of Sales' by 'Company Sales Rep':
For YOY reports, add the 'Year' field to the 'Columns' area:
If there are multiple reports you want to review, make a PivotTable worksheet for each report.
To update your PivotTable:
Each quarter, or month, download your new Collateral report, and copy/paste it into your existing master file which contains your PivotTable(s).
Note: PivotTable(s) will not update automatically. To manually update, select the PivotTable and go to Analyze > Refresh:
