Using Pivot Table Views in the Desktop Client

In Aptify, advanced users can create pivot table views of Aptify data using the Windows Desktop client. Pivot tables provide interactive reports that summarize large amounts of data and can be expanded or condensed depending on the level of detail needed. With a pivot table, a user can:

• Sort data as needed.
• Display subtotals and totals for various levels within the table.
• Position data as rows and columns to provide a specific view of data for analysis purposes.
• Export the pivot table to Microsoft Excel for further analysis.
• Print all or selected information from a pivot table.

Aptify pivot table feature leverages Microsoft's Office 2003 Pivot Table component and Microsoft Excel. This topic describes how to create a pivot table within Aptify and provides an overview of how to use a pivot table. However, for additional information on working with pivot tables, refer to the Microsoft's Office 2003 Pivot Table component's Help documentation (accessible from a pivot table in Aptify) or the Pivot Table help section in the Microsoft Excel Help documentation.

This topic contains the following sub-topics:

• Creating a Pivot Table View in the Desktop Client
• Adding Links to a Pivot Table View in the Desktop Client
• Specifying Detail Navigation Settings for a Pivot Table
• Working with Pivot Table Views in the Desktop Client
• Using Pivot Tables in the Desktop Client
• How to Create a Sample Pivot Table in the Desktop Client
• Example Linked Entity Records