Once you have created or received a report, PlaidXL allows you to design the report as a pivot table.
The drop-down field helps you select the correct hierarchy members.
To create a drop-down field:
Note: Be sure you select the range starting in the first empty cell before the 1st member of the hierarchy. Also be sure to retrieve the ‘Hierarchy” worksheet in order to keep it up to date. For more information on this, see Retrieving data.
To change expanded hierarchy into columns:
Note: Although PlaidXL keeps the cell formatting during the data retrieve process, it is important that you do not do any special formatting below the rows that hold Drill Keys because PlaidXl will always mirror down the drill key row to the expanded rows.
PlaidXL allows you to design your report as a Pivot Table, following the same pattern of designing a Grid inside SAP PCM View Builder. Designing your report as a pivot table allows you to switch dimensions between Page Section, Row Section, and Column Section which can aid you in which numeric data will be summarized. This is the ultimate report format because it makes analysis of your data quick and easy.
There are four important pieces in a Pivot Table report:
Use the “Member Selection” button to create a page section. For more information, check How to Create Drop-Down Fields for Reports.
Use the “Member Selection” button to create a column section.
Use the “Member Selection” button to create a row section.
Use the “Formula Builder” button to create a formula section.