Using the Report Pivot Tool

The Report Pivot tool takes the fields from a connected Salesforce, FinancialForce Reporting, or Action Views report and uses them to create a Microsoft Excel® pivot table. You can then manipulate your data using the standard Microsoft Excel pivot table features.

Notes:
  • The Report Pivot tool is only available after you have connected to a source and refreshed one or more reports.
  • You can only create pivot tables for connected Salesforce, FinancialForce Reporting, and Action Views reports. This feature is not available for Analytics reports.

To use the Report Pivot tool:

  1. Ensure that you have connected to and refreshed the reports that you want to work with. If there are no reports in your workbook, the Report Pivot button is disabled. See Refreshing Reports for more information.
  2. On an empty Microsoft Excel worksheet, click Report Pivot in the Report Design Tools group. If you create a pivot table on an existing sheet that contains data, the pivot table overwrites your existing connected report data when you save the sheet.
  3. Select a report and data range, then click Create. Only connected Salesforce, FinancialForce Reporting, and Action Views reports appear in the list.

    4. A Microsoft Excel pivot table is created with all the fields from your report in the Field List ready for adding. You can rearrange, sum, and filter your data using the pivot table.

For more information about using pivot tables, refer to the Microsoft Excel Help provided by Microsoft.