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Modifying Pivot Tables


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#1 Mon

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Posted 15 August 2013 - 04:35 PM

Sometimes when working with AccuTrack Reports they are generated with Excel using Pivot Tables for reporting with Charts and Graphs of your center attendance.  Chart Visits and Grade Distribution reports are great examples of these pivot tables being used.  We get many questions asking how these charts can be modified to meet your needs.

Download the examples here to review in PDF format.

Example 1: AccuTrack's Grade Distribution Report; have C- reflected as a part of the DFWI group

1.     Generate the report and right-click the “ABC” cell.  Then select Remove “Grade ABC”.

PivotTables01b.png

 

2.     Right-Click the “A” cell and select Remove “Grade”.
 

PivotTables02b.png

 

3.     Select the “C-“column by clicking at the top with the black down arrow.
 

PivotTables03b.png

 

4.     Once selected Click and Drag the “C-“column where you want it grouped.
 

PivotTables04b.png

 

5.     Now that the columns are in the right order select the “C-“,”D”,”F”,”W”,”I” columnsand right-click the selection to click “group.”
 

PivotTables05b.png

 

6.     Select the newly created “Grade Detail” cell highlighted yellow below and rename it “C-DFWI” at top.
 

PivotTables06b.png

 

7.     Repeat step 5 for columns “A”,”B”, and “C” as shown below.
 

PivotTables07b.png

 

8.     Repeat step 6 for newly created group “Grade Detail2” as shown below.
 

PivotTables08b.png

 

9.     Now right-click the “ABC” cell and select Subtotal “Grade Detail2”.
 

PivotTables09b.png

 

10.Tadaa!  Now we have the report we want!
 

PivotTables10b.png

 

 


Mon Nasser
AccuTrack Manager
mon@accutrack.org
(888)249-7227
http://www.accutrack.org




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