Post on 13-Jun-2015
description
See Your Raiser’s Edge® Data from a Different Angle Using Pivot ReportsNAOMI HARDING
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Agenda
• Identify the purpose and use of pivot reports• Create a query of records to analyze• Create a pivot report
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Overview
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What is a Pivot Report?
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Components of a Pivot Report
Key Features:• Report areas: Rows, Columns, Total and Details, Filters• Field List• Automatically added summary and date breakdown fields
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Report Areas Field List Date Breakdown
How to Create a Pivot Report
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Workflow
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Create Standard Query
Create Pivot Report Linked
to Query
Add (query) Fields to Pivot
Report
Demonstration
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Create a Query
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New or Existing Query
Output Fields Provide Data for the Pivot Report
Create a Pivot Report
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The Query Output Fields Make up the
Report Fields.
Practice
• Create another pivot report using the same gift query. • Use a different field breakdown.
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Summary• Identify the purpose and use of pivot reports
• Analyze your Raiser’s Edge data from a variety of perspectives• Perform calculations on your Raiser’s Edge data
• Create a query of records to analyze• Add the fields you want to analyze to the Output tab of a query
• Create a pivot report• Create pivot reports under the Pivot Reports category of the Reports page• Add data to the report and perform calculations using the pivot report tools
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