Did you know that you can quickly summarize the big data and highlight the important information, by generating a pivot report.
First, open a report mode:
Then, switch to the tab Pivot Report:
Before configuring the pivot report, ask yourself “What information am I looking for?“
Let’s say, you want to see the planned time and logged time within the week period, starting June 20th and ending June 26th. In addition, you want to be able to quickly compare the planned time versus the logged time.
The standard report would provide you the necessary information. Although, it would be difficult to compare the planned and logged time. Please see below the standard report:
As you can see, there are 72.5 total hours that sum the planned and logged time. The report doesn’t provide an easy way to compare the planned and logged time for the week. In contrast, this can be easily achieved, by generating a pivot report.
The pivot report consists of Row, Column and Data fields.
The Row field is the data that will be presented on the left, on your report. You can select up to three Row fields. The total time for each Row field can be seen in the most right column Total.
The Column field is the data that will be presented in columns on your report. Each column will have the total time display for the column.
You can select only one Column field.
The Data field is always the total time.
Remember: you cannot change the Data field as it is always the total time.
On Pivot Report tab, in report mode, knowing what information you are seeking, you can start configuring the Row and Column fields for the pivot report.
Let’s continue with our example case, and select “Day“ and “Users“ as Row fields, and “Event Source“ as Column field. Then, generate a pivot report.
Notice that the data presented via the pivot report is so much more clear now, comparing to the standard report. Now, we can easily compare the planned and logged time for the desired week. There are 36 hours of planned work, and 36.5 hours of logged work for the week, starting June 20th and ending June 26th.
More information in regards to pivot tables can be found here.