Pivot View: Detailed Reconciliation Status by Preparer

This example displays a pivot view that shows the detailed status of reconciliations by Preparer.

The pivot view is shown below.

To create this pivot view:

1. Within the dashboard, for the required view, click the View Selector and select Pivot View.
2. Click Settings.
3. In the Properties tab:
   • Set the Title to Detailed Reconciliation Status by Preparer.
   • In Header Color, select Blue.
   • Select Compact.
   • Select Missing Values as Zero.
4. In the Layout tab:
   • In the X Axis section:
     • In Type, select Attribute. In Attribute 1, select Preparer.
     • In Sort, select Ascending.
   • In the Legend (Series), use the Add icon to create four rows with the following properties:
     • Row 1

       In Value, select Reconciliation. In Aggregation, select Count. In Filter, click Add and create the following filter condition: Status (Detailed) = Pending.

     • Row 2

       In Value, select Reconciliation. In Aggregation, select Count. In Filter, click Add and create the following filter condition: Status (Detailed) = With Preparer and Due = Today.

     • Row 3

       In Value, select Reconciliation. In Aggregation, select Count. In Filter, click Add and create the following filter condition: Status (Detailed) = With Preparer and Due = Seven Days.

     • Row 4

       In Value, select Reconciliation. In Aggregation, select Count. In Filter, click Add and create the following filter condition: Status (Detailed) = With Reviewer.

5. In the Columns tab, customize the labels displayed in the chart:
   • For the first Count, set Label to Pending.
   • For the second Count, set Label to With Preparer, Due Today.
   • For the third Count, set Label to With Preparer, Due in 7 Days.
   • For the fourth Count, set Label to With Reviewer.
6. Click OK to save the chart settings.