Pivot Table Designer Tutorial
 Welcome to the
Pivot Table Designer Tutorial. A Pivot Table is an interactive
table that you can use to quickly summarize large amounts of data. You
can rotate its rows and columns to see different summaries of the
source data, filter the data by displaying different pages, or display
the details for areas of interest. Below is an example of a
pivot table.
This tutorial demonstrates how to create pivot tables (cubes) using the Pivot
Table Designer. Use the topics on the left side of the page to
navigate. Many topics have a Movie Clip associated with them
that allows you to see the feature in action.
File / New
To create a new pivot table cube file, click File / New. This
invokes a wizard that steps you through creating a pivot table.
 Watch Movie Clip
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File / Open Cube File
To open an existing pivot table (cube), click File / Open Cube
File. It opens the cube and displays the pivot table.
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File / Edit Cube Using
Wizard
To edit an existing pivot table (cube), click File / Edit Cube
Using Wizard. This invokes the same wizard as used in
File / New. However, it automatically
fills in all your prior settings, allowing you to edit the attributes
of an existing cube. For example, you can change the row and
column dimensions, colors, or any other previously saved settings.
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File / Save
To save your pivot table, click File / Save. This
simply saves the pivot table (cube) to your hard drive. If you
have never saved it before, it will prompt you for a file name. If you
have previously saved the file, it will replace it.
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File / Save As
To save your pivot table with a different name, click File /
Save As. This prompts you for a new file name.
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File / Export to Excel
To export your pivot table to Microsoft Excel, click File /
Export to Excel.
Watch Movie Clip
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File / Print
To print the pivot table, click File / Print. It will
prompt you for your printer name and then sent the pivot table to the
chosen printer.
Watch Movie Clip
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File / Print Preview
To preview the pivot table in the format in which it will be
printed, click File / Print Preview.
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File / Print All
You may open multiple pivot tables at one time. You may also print
all the opened pivot tables by clicking File / Print All.
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File / Exit
To exit the pivot table designer, click File / Exit.
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Help / Tutorial
To access this tutorial, click Help / Tutorial or press
F1.
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Help
/ Support
To get support, click Help / Support or press F12. From here, you
can view frequently asked questions and log a support ticket if your
issue is not answered. If you log a support ticket, it is
routed to our support engineers and you will receive an email
confirmation of the support ticket. You can also view the status
of your ticket online at any time.
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Help / About
Click Help / About to see copyright information about the
Pivot Table designer.
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How to Answers - Viewing Pivot Tables via Internet
Once a pivot table is created, you can upload the pivot table the
Enterprise Solution we developed for you (Web Information Center,
Defect Tracker, Software Planner, Pragmatic Office or Atrium).
Then all your users can run the pivot table as any other report.
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How To Answers
- Download Latest Version
System Requirements
To use the pivot table designer, you must be using a Windows
based operating system (Windows 95/98/ME/NT/2000/XP or higher).
Latest Release: Version 1.0 Build
16
Download the Latest Version - Initial Installation
The Pivot Table Designer is only available to Pragmatic Software's
enterprise clients. Enterprise clients can obtain the latest
version of the Pivot Table designer by contacting Pragmatic
Software.
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