Using the Pivot Functionality

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You can use the Pivot functionality to summarize project data using grouping fields. This functionality allows you to perform Sum or Count operations. You can select project fields for rows and columns, and a project field to compute Sum or Count operations for the data cells in the pivot tables. If the field selected for summarizing (Data field) is numeric then Sum and Count operations are allowed. If the Data field is text then only Count operation is allowed. For example, you can view the project stages in rows, project leaders in columns and display the sum of the Current Forecast field for each project stage/project leader combination.

You can use the button to enable or disable the pivot functionality.

1. Navigate to the Projects page by clicking on the Projects link in the left navigation bar, or from the Go To menu select Projects.
2. From the Projects page, click the button, or from the Data menu select Pivot to enable the pivot functionality. The table options are displayed above the project fields.
   Select the rows, columns and data for your pivot table by dragging and dropping project column field names, for example Project Status, Project Leader, Project Status, etc. To remove a field, select and drag away.
   The Operation field displays Sum if the data field is numeric and Count if the data field is text or numeric. Click the Display Pivot Table button. The pivot table results are displayed in a new window.