You can use the Pivot functionality to summarize project data using grouping fields. This functionality allows you to select project fields for rows and columns, and a project field to compute Sum or Count operations for the data cells in the pivot table. 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.
Note: Clicking the Pivot button within the context of an initiative brings up projects pertaining only to that initiative.
To create pivot tables:
- Navigate to the Projects page by clicking the Projects link on the left navigation bar, or by selecting Go To > Projects from the top navigation bar.
- From the Projects page, click the
button, or from the Data menu, select Pivot. 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. To remove a field, select the column field name 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.