Editing a Pivot Table

ActivityInfo 4.0

The following section describes how to edit a Pivot Table.

How to Edit a Pivot Table

Rename the Pivot Table
  • On the Reports Toolbar, click on "Report settings" and click on "Rename report".
  • Provide a new name for the Pivot Table and click on "OK" to save the new name.
  • Click on "Save" to save the Pivot Table with the new name.
Edit the Source(s) of the Data
  • To edit the Source(s) of the Data, click on the "Select Forms" button on the Report Design Panel.
  • Select the new Form Fields you want to use and click on the "Done" button to complete the change.

Read more about Selecting the Form Fields.

Edit a Measure
Edit the Measure Name
  • Click on the Measure to reveal the Measure Panel.
  • Edit the Measure Name by typing in the Measure Name box and click on the "Save" button on the Pivot Table Toolbar to save the edit.
Edit the Measure Display Options
  • Click on the Measure to reveal the Measure Panel.
  • Edit the Measure Display Options by ticking the boxes that correspond to the Display Options and click on the "Save" button on the Pivot Table Toolbar to save the edit.
Replace a Measure
  • Click on the Measure to reveal the Measure Panel.
  • Click on the "Delete" button to Remove the Measure.
  • From the Form Fields list, click and drag and drop the Form Field you want to use in place of the removed Measure and click on the "Save" button on the Pivot Table Toolbar to save the edit.
Edit a Dimension
Edit a Dimension Name
  • Click on the Dimension you want to change (Row or Column) to reveal the respective Panel.
  • Edit the Dimension Name by typing in the Dimension Name box and click on the "Save" button on the Pivot Table Toolbar to save the edit.
Edit the Dimension Display Options
  • Click on the Dimension you want to change (Row or Column) to reveal the respective Panel.
  • Edit the Dimension Display Options by ticking the boxes that correspond to the new Display Options and click on the "Save" button on the ¬†Reports Toolbar to save the edit.
Replace the Dimension
  • Click on the Dimension you want to change (Row or Column) to reveal the respective Panel.
  • Click on the "Delete" button on the Panel to remove the Dimension that you want to replace.
  • From the Form Fields list, click and drag and drop the Form Field you want to use in place of the removed Dimension and click on the "Save" button on the Reports Toolbar to save the edit.