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Hi Everyone,
I know by now that Acumatica Pivot Tables aren't as good as Excel pivot tables. But they do seem to have the basics available.
I'm hoping that there is the ability to do the following.
To me, one of the big benefits of Pivot Tables in Excel is that a person can choose which columns they want, easily dragging some columns on and other columns off.
As far as I can tell, with Acumatica Pivot Tables, you can give someone a Pivot Table, but you can't allow them to choose additional columns to drag into the Pivot Table.
Am I missing something?
Hi Piggy,
I think there is a "secret trick" that will get you what you are looking for.
When you are creating the Pivot Table, if you add fields to the Filters area like this...
... then those fields will available on the top of the Pivot Table like this:
Then, the person using the Pivot Table can simply drag the columns into the Rows area or Columns area.
And this can be done without needing access to the Pivot Tables screen where you go to create the pivot table initially.
In this screenshot, I dragged the Completed column from the top into the Columns area:
Nice trick! I didn't think of trying that!
So, it seems like the Filters area can be used for more than just filters.