Example: Viewing Journals By Preparer and Approver

This example describes how to create a pivot view that groups journals based on preparer and approver. The following image displays the Pivot view.

Use the following steps to create the above Pivot view:

1. In the Home page, click Enterprise Journals.

2. Click the icon and select Pivot View.

3. Click the Edit icon to configure the Pivot view as per your requirement.

4. On the Properties tab:

   • Background: No Fill
   • Header Size: 13
   • Date Size: 14
   • Period: Selection
5. On the Layout tab:
   • In X-Axis:
     • In Type, select Attribute.
     • In Attribute 1, select Journal Name.
     • In Sort, select Journal Name from the first drop-down list and then select Descending from the second drop-down list.
   • In Legend (Series):
     • In Value, select Journal.
     • In Categories, select Status (Detailed).

6. On the Columns tab, select the displayed labels.

7. Click OK.