Pivoting Your Data. How Pivot Tables Can Help You Analyze Data. To Receive CPE Credit 1/18/2019. Individuals. Groups

Transcription

1 Pivoting Your Data How Pivot Tables Can Help You Analyze Data January 21, 2019 To Receive CPE Credit Individuals Participate in entire webinar Answer polls when they are provided Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to within 24 hours of webinar If all eligibility requirements are met, each participant will be ed their CPE certificate within 15 business days of webinar 1

2 INTRODUCTIONS Charles Allen Senior Managing Consultant Currently in 28th year of consulting 10-time Microsoft MVP Holds Advanced DynamicsPro credential AGENDA Introduction to Pivoting Connecting to Dynamics GP Data Creating Pivot Tables Using GP Data Q&A 2

3 Introduction to Pivoting WHAT IS A PIVOT? From the Cambridge Dictionary Pivot (noun) A fixed point supporting something which turns or balances Pivot (verb) To turn or twist 3

4 WHAT IS A PIVOT TABLE? A pivot table is a powerful tool to calculate, summarize & analyze data that lets you see comparisons, patterns & trends in your data What are you pivoting? You are pivoting on the data to look at it from different perspectives WHAT IS A PIVOT TABLE? Invented in 1986 by Pito Salas, father of pivot tables, who was working for Lotus Development Corporation Originally debuted in 1991 in Lotus Improv on the NeXT platform Brio Technology released DataPivot on Apple Macintosh Available in Quattro Pro in 1992 Appeared in Microsoft Excel 5 in 1994 as PivotTable Source: Source: 4

5 WHAT IS A PIVOT TABLE? Lotus Improv on NeXT Examples of Pivot Tables Customer Address Sum of Extended Price Sum of Unit Cost Sum of Unit Price Main Ave West Oak Main Ave Westwood Dr Chestnut Drive Ave N Grand Total Sum of Subtotal Item Class Code Item Number Sum of Aging Bucket3 Sum of Aging Bucket4 Sum of Aging Bucket ANSW-PAN FAXX-RIC-060E FAXX-SLK PHON-ATT PHON-PAN (blank) Grand Total Customer Class ATT CORD COMPONENT2 COMPONENTS FINGOODS MODEMS RETAIL SERVERS-1 (blank) AUSTRALIA-T CAN- ABBCYKNWTT CAN-ONMBSK-T CAN-PQMT-T NEWZEALAND-T USA-IAKSNE-T USA-ILMO-T USA-INMI-T USA-MNWI-T (blank) Grand Total

6 Connecting to Dynamics GP Data GETTING GP DATA Multiple ways 1. Use SQL views or tables 2. Use OData (GP 2016 & beyond) 3. Use GP Data Cubes 4. Export data from SmartList 5. Key data directly in Excel 6

7 GETTING GP DATA Using SQL Server views & tables Option 1 Using Existing Data Connections 1. Go to the Data tab 2. Click Existing Connections 3. Choose Browse for More 4. Navigate to the location of your ODC files 5. Select the data connection file GETTING GP DATA Using SQL Server views & tables Option 2 Creating Your Own Connections 1. Go to the Data tab 2. Click From Other Sources 3. Choose From SQL Server 4. Complete the Wizard 7

8 GETTING GP DATA Using SQL Server views & tables Option 3 Using a Query 1. Go to the Data tab 2. Click From Other Sources 3. Choose From Microsoft Query 4. Select a Data Source 5. Choose the Login 6. Choose the table(s) & filters 7. Return data to Excel or edit the query WHAT IS A PIVOT TABLE? Steps to create a pivot table 1. Select the cells to include 2. Select Insert >> PivotTable 3. Verify the data to be included & where the pivot table should be created 4. Click OK 5. Select the rows, columns, values (amounts) to be measured & any filters 8

9 USING DATA CONNECTIONS USING OTHER SOURCES 9

10 Creating Pivot Tables Using GP Data CREATING PIVOT TABLES Simple steps to create a pivot table 1. Select the cells to include 2. Select Insert >> PivotTable 3. Verify the data to be included & where the pivot table should be created 4. Click OK 5. Select the rows, columns, values (amounts) to be measured & any filters 10

11 CREATING A PIVOT TABLE CREATING PIVOT TABLES DESIGN OPTIONS Subtotals Grand Totals Report Layout Headers/Banding Colors 11

12 CREATING PIVOT TABLES ANALYZE OPTIONS Values Options Grouping Data Slicers/Timelines Calculated Fields PivotCharts Recommended PivotTables PIVOT TABLE OPTIONS 12

13 Time for Some Q&A BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered 13

14 CPE CREDIT CPE credit will be awarded upon verification of participant attendance For questions, concerns or comments regarding CPE credit, please BKD Learning & Development Department at Thank You! Charles Allen, Senior Managing Consultant

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