Pivot Table

The Nectari Pivot Table feature is a powerful way for you to easily pull out data in the form of a cube without extracting the raw data to Excel first. It only uses Nectari data models to get the required data.

To create a Nectari pivot table:

1. Click Pivot Table in the Add-ins tab.

2. The Pivot Table Editor window is displayed.

   1. Choose the Data Model and the Environment .

   2. Enter the Dimension Settings to filter the resulting data (including the List, From.. To and Add selection to filter fields) the same way as a Formula.

3. Select the columns to be used with the > and < arrows.
   

   

   Tip

   If you set up a cell for the Reporting Tree Node (refer to Reporting Tree), the Pivot Table feature will automatically use the Reporting Tree as a filter.

   Important

   Please note that changing the Node in the Reference Cell (the one containing the Reporting Tree Node) will not trigger automatically the Pivot Table Refresh feature. You have to click on Pivot Table Refresh to update the table based on your new selection of the Reporting Tree Node.

4. At the bottom of the Pivot Table Editor window, choose if you want the result to be displayed in a new worksheet or in the same worksheet If you select existing worksheet, you need to specify the starting cell in the field.

5. Click OK for the resulting cube to be made available in the workbook.

6. You can then use it as a regular Excel Pivot Table by adding Values, Filters, Rows and Columns to the Report area.

   

   You can use wildcards to filter values in a pivot table.

Pivot Table Refresh

The Pivot Table Refresh feature is used to refresh the Pivot Table results with up-to-date data from the database.

Pivot Wizard

You can also use the Pivot Wizard to build and edit pivot tables. Refer to Pivot Wizard for more information.