R11 - Pivot Reports (MCU)
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The document provides an overview of creating pivot reports at MC University, detailing the structure and configuration of reports that summarize data across multiple dimensions like work order counts and labor costs. It includes specific examples of setting up fields for reporting on work order types, priority, and associated costs, as well as guidelines for arranging and modifying these fields. The document also offers hands-on instructions for generating a closed work order count report.
![MC University
The Display fields list will be modified to
include the following:
• 1st field: [WO] Priority (Row)
• 2nd field: [WOLabor] Date (Column)
• 3rd field: [WOLabor] Total Hours (Summary)
Labor Hours by Priority for Current Year: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-15-320.jpg)
![MC University
[WO] Priority is edited to include the
following:
• Pivot Setup: Row
Labor Hours by Priority for Current Year: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-16-320.jpg)
![MC University
[WOLabor] Date is edited to include the
following:
• Pivot Setup: Column
• Columns Defined Using: Months (Jan, Feb,
Mar)
Labor Hours by Priority for Current Year: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-17-320.jpg)
![MC University
[WOLabor] Total Hours is edited to
include the following:
• Field Type: Numeric
• Aggregate Function: SUM
• Pivot Setup: Summary Data
• Total if Selected: Yes
Labor Hours by Priority for Current Year: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-19-320.jpg)
![MC University
Sort 1 updated to match the [WO]
Priority field and Group indicator is
removed:
Labor Hours by Priority for Current Year: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-20-320.jpg)
![MC University
The configuration for this Report will be
as follows:
• Row: [WO] Type Desc
• Column: [WO] Shop Name
• Summary: [WO] Cost Total Actual
Work Order Costs by Type and Shop: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-24-320.jpg)
![MC University
The Display fields list is modified to include
the following:
• 1st field: [WO] Type Desc (Row)
• 2nd field: [WO] Shop Name (Column)
• 3rd field: [WO] Cost Total Actual (Summary)
Work Order Costs by Type and Shop: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-26-320.jpg)
![MC University
[WO] Type Desc is edited to include the
following:
• Pivot Setup: Row
Work Order Costs by Type and Shop: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-28-320.jpg)
![MC University
Edit the second field [WO] Shop Name
to include the following:
• Pivot Setup: Column
• Columns Defined Using: Field Data
(Default)
Work Order Costs by Type and Shop: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-29-320.jpg)
![MC University
[WO] Cost Total Actual is edited to
include the following:
• Field Type: Money
• Pivot Setup: Summary Data
• Total If Selected: Yes
Work Order Costs by Type and Shop: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-30-320.jpg)
![MC University
Sort 1 field is changed to match the
[WO] Type Desc field and Group
indicator is removed:
Work Order Costs by Type and Shop: Example (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-31-320.jpg)
![MC University
Apply and run your test Report and
access the Report Setup
Add / ensure that only the following
fields are listed in the Report Display:
• [WO] Type Desc (Row)
• [WO] Priority Desc (Column)
• [WO] Count (Summary)
Creating Pivot Reports: Hands-On (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-36-320.jpg)
![MC University
Highlight the [WO] Type Desc in the
Display Fields list and click Edit
Select Row from the Pivot Setup field
Apply the changes
Creating Pivot Reports: Hands-On (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-37-320.jpg)
![MC University
Highlight the [WO] Priority Desc in the
Display Fields list and click Edit
Select Column from the Pivot Setup
field
Leave the default Field Data (Default)
option
Apply the changes
Creating Pivot Reports: Hands-On (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-38-320.jpg)
![MC University
Highlight the [WO] Count in the Display
Fields list and click Edit
Verify the Aggregate Function has been
entered as COUNT
Creating Pivot Reports: Hands-On (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-39-320.jpg)
![MC University
Access the Sort / Group tab and change
the Sort 1 field to [WO] Type Desc
Remove any additional sort definitions
Access the Layout tab and verify the
Report is set to Summary Report
Creating Pivot Reports: Hands-On (cont’d)](https://image.slidesharecdn.com/r11pivotreportsmcu-141226170927-conversion-gate01/85/R11-Pivot-Reports-MCU-41-320.jpg)
R11 - Pivot Reports (MCU)
- 2. MC University Pivot Reports Defined Agenda
- 3. MC University Pivot Reports Overview Pivot Table Definition Pivot Reports Defined
- 4. MC University Special type of Summary Report for aggregation of data along two dimensions • Work Order Counts by Shop and Status Pivot Reports Overview
- 5. MC University Also used to present time periods in logical date aggregations • Total Labor Cost by Priority • Can be setup to group by Week, by month, quarterly, etc. Pivot Reports Overview (cont’d)
- 6. MC University Pivot Table Definition will determine the fields available and how they appear Fields by which Pivot Reports are defined: • Row definition • Column definition • Summary Data Pivot Table Definition
- 7. MC University Fields are added and edited to create field definition Examples of the columns include: • Row: Pivot Table Definition (cont’d)
- 8. MC University • Column: Pivot Table Definition (cont’d)
- 9. MC University • Summary Calculation: Pivot Table Definition (cont’d)
- 10. MC University A report setup in this way will show a count of Work Orders by type and month of requested date: Pivot Table Definition (cont’d)
- 11. MC University Pivot setup tips: • Fields should be in proper order (R-C-S) • Remove unnecessary fields • Use Pivot Setup to set definition Pivot Table Definition (cont’d)
- 12. MC University For this example we will create a Pivot Report providing a summary of hours worked on closed Work Orders for the current year Labor Hours by Priority for Current Year: Example
- 13. MC University The configuration for this Report will be as follows: • Row: Work Order Priority • Column: Work Month (based on date of Labor on Work Order) • Summary: Sum of Total Labor Hours Labor Hours by Priority for Current Year: Example (cont’d)
- 14. MC University Closed Work Orders – Labor (Actuals) Report will be used for useful pre- defined data: Labor Hours by Priority for Current Year: Example (cont’d)
- 15. MC University The Display fields list will be modified to include the following: • 1st field: [WO] Priority (Row) • 2nd field: [WOLabor] Date (Column) • 3rd field: [WOLabor] Total Hours (Summary) Labor Hours by Priority for Current Year: Example (cont’d)
- 16. MC University [WO] Priority is edited to include the following: • Pivot Setup: Row Labor Hours by Priority for Current Year: Example (cont’d)
- 17. MC University [WOLabor] Date is edited to include the following: • Pivot Setup: Column • Columns Defined Using: Months (Jan, Feb, Mar) Labor Hours by Priority for Current Year: Example (cont’d)
- 18. MC University • Custom Expression? indicator set to Yes to use pre-defined Custom Expression: Labor Hours by Priority for Current Year: Example (cont’d)
- 19. MC University [WOLabor] Total Hours is edited to include the following: • Field Type: Numeric • Aggregate Function: SUM • Pivot Setup: Summary Data • Total if Selected: Yes Labor Hours by Priority for Current Year: Example (cont’d)
- 20. MC University Sort 1 updated to match the [WO] Priority field and Group indicator is removed: Labor Hours by Priority for Current Year: Example (cont’d)
- 21. MC University Check the Layout tab to ensure the Report is a Summary Report: Labor Hours by Priority for Current Year: Example (cont’d)
- 22. MC University Report results will be similar to the following: Labor Hours by Priority for Current Year: Example (cont’d)
- 23. MC University For this example we will create a Pivot Report that shows the total costs associated with all Work Orders by Type and Shop Work Order Costs by Type and Shop: Example
- 24. MC University The configuration for this Report will be as follows: • Row: [WO] Type Desc • Column: [WO] Shop Name • Summary: [WO] Cost Total Actual Work Order Costs by Type and Shop: Example (cont’d)
- 25. MC University The Open Work Order List by Type Report is copied for useful pre-defined data: Work Order Costs by Type and Shop: Example (cont’d)
- 26. MC University The Display fields list is modified to include the following: • 1st field: [WO] Type Desc (Row) • 2nd field: [WO] Shop Name (Column) • 3rd field: [WO] Cost Total Actual (Summary) Work Order Costs by Type and Shop: Example (cont’d)
- 27. MC University Fixed Criteria WO.IsOpen = 1 is removed from the Where (SQL) to include both Open and Closed Work Orders: Work Order Costs by Type and Shop: Example (cont’d)
- 28. MC University [WO] Type Desc is edited to include the following: • Pivot Setup: Row Work Order Costs by Type and Shop: Example (cont’d)
- 29. MC University Edit the second field [WO] Shop Name to include the following: • Pivot Setup: Column • Columns Defined Using: Field Data (Default) Work Order Costs by Type and Shop: Example (cont’d)
- 30. MC University [WO] Cost Total Actual is edited to include the following: • Field Type: Money • Pivot Setup: Summary Data • Total If Selected: Yes Work Order Costs by Type and Shop: Example (cont’d)
- 31. MC University Sort 1 field is changed to match the [WO] Type Desc field and Group indicator is removed: Work Order Costs by Type and Shop: Example (cont’d)
- 32. MC University Layout tab is checked to ensure the Report is a Summary Report: Work Order Costs by Type and Shop: Example (cont’d)
- 33. MC University Report results will appear similar to the following: Work Order Costs by Type and Shop: Example (cont’d)
- 34. MC University Now let’s practice creating a Pivot Report for a Closed Work Order Count by Type and Priority! Creating Pivot Reports: Hands-On
- 35. MC University Copy the Closed Work Order Count by Priority Report Enter a unique Report Name • Example: “Closed Work Order Count by Type and Priority – Initials – Date” Creating Pivot Reports: Hands-On (cont’d)
- 36. MC University Apply and run your test Report and access the Report Setup Add / ensure that only the following fields are listed in the Report Display: • [WO] Type Desc (Row) • [WO] Priority Desc (Column) • [WO] Count (Summary) Creating Pivot Reports: Hands-On (cont’d)
- 37. MC University Highlight the [WO] Type Desc in the Display Fields list and click Edit Select Row from the Pivot Setup field Apply the changes Creating Pivot Reports: Hands-On (cont’d)
- 38. MC University Highlight the [WO] Priority Desc in the Display Fields list and click Edit Select Column from the Pivot Setup field Leave the default Field Data (Default) option Apply the changes Creating Pivot Reports: Hands-On (cont’d)
- 39. MC University Highlight the [WO] Count in the Display Fields list and click Edit Verify the Aggregate Function has been entered as COUNT Creating Pivot Reports: Hands-On (cont’d)
- 40. MC University Select Summary Data from the Pivot Setup field Verify the column is set to Total if Selected Apply the changes Creating Pivot Reports: Hands-On (cont’d)
- 41. MC University Access the Sort / Group tab and change the Sort 1 field to [WO] Type Desc Remove any additional sort definitions Access the Layout tab and verify the Report is set to Summary Report Creating Pivot Reports: Hands-On (cont’d)
- 42. MC University Apply your changes to view the results: Creating Pivot Reports: Hands-On (cont’d)
- 43. MC University You have now succesfully created a Pivot Report to show a Closed Work Order Count by Type and Priority! Creating Pivot Reports: Hands-On (cont’d)