{"id":35887,"date":"2021-10-13T12:55:21","date_gmt":"2021-10-13T11:55:21","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=35887"},"modified":"2024-12-19T16:36:58","modified_gmt":"2024-12-19T16:36:58","slug":"report-writer-pivot-tables","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/report-writer-pivot-tables\/","title":{"rendered":"Pivot Tables"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through using pivot tables in your reports<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You may wish to display totals for your reports in a pivot table to make them easier to read. The guide below shows a simple example to display the number of live matters each fee earner currently has for each work type, and is created using the standard Client and Matter Details view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">First, create your report as usual.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"854\" height=\"426\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-23.png\" alt=\"\" class=\"wp-image-66349\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-23.png 854w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-23-300x150.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-23-768x383.png 768w\" sizes=\"auto, (max-width: 854px) 100vw, 854px\" \/><\/figure>\n\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Create your Pivot Chart<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Locate a sensible place to insert the pivot chart &#8211; the Report Header or Footer can be used for example. Drag in the Pivot Grid from the Toolbox on the left: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1911\" height=\"983\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Add-report-header-and-pivot.gif\" alt=\"\" class=\"wp-image-36163\" \/><figcaption class=\"wp-element-caption\"><mark class=\"has-inline-color has-blue-color\"><strong><em>Click to enlarge<\/em><\/strong><\/mark><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the chevron button in the top right corner of the pivot grid, and select Run Designer: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"747\" height=\"381\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-24.png\" alt=\"\" class=\"wp-image-66350\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-24.png 747w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-24-300x153.png 300w\" sizes=\"auto, (max-width: 747px) 100vw, 747px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Double click the fields you want to add to your chart. In the example below, we have added the fee earner description, work type description, and the fee earner ID &#8211; the latter will be used as the data count:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1520\" height=\"847\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Add-Fields.gif\" alt=\"\" class=\"wp-image-36175\" \/><figcaption class=\"wp-element-caption\"><strong><em>Click to enlarge<\/em><\/strong><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Decide whether you want your fee earners or your work types in the rows or the columns, and set them as such, by selecting the field in the centre panel then choosing the area in the right hand panel. In the example below, we have set the fee earners to show along the top of the grid (Column Area), the work types to show down the side of the grid (Row area) and the matter fee earner ID as the Data Area to perform the counts: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1520\" height=\"847\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Choose-Areas-2.gif\" alt=\"\" class=\"wp-image-36193\" \/><figcaption class=\"wp-element-caption\"><strong><em>Click to enlarge<\/em><\/strong><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now, ensure that your Data Area field is set to the relevant summary type &#8211; in this example it will be a Count, as we wish to count the number of matters per work type\/fee earner: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1520\" height=\"847\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Set-Data-Area-to-Count.gif\" alt=\"\" class=\"wp-image-36191\" style=\"width:597px;height:332px\" \/><figcaption class=\"wp-element-caption\"><strong><em>Click to enlarge<\/em><\/strong><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This is the base of your pivot table completed, and the resulting report should look something like this: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"591\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/image-26.png\" alt=\"\" class=\"wp-image-36196\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-26.png 623w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-26-300x285.png 300w\" sizes=\"auto, (max-width: 623px) 100vw, 623px\" \/><\/figure>\n\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Changing and improving the layout<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We can see that the work types don&#8217;t quite fit in the left hand column. Navigate back into the the pivot designer, select the work type column, and change the width to a larger size:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1520\" height=\"847\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Change-WT-Width.gif\" alt=\"\" class=\"wp-image-36197\" \/><figcaption class=\"wp-element-caption\"><mark class=\"has-inline-color has-blue-color\"><strong><em>Click to enlarge<\/em><\/strong><\/mark><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The work type description width now fits: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"591\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/image-27.png\" alt=\"\" class=\"wp-image-36198\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-27.png 827w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-27-300x214.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-27-768x549.png 768w\" sizes=\"auto, (max-width: 827px) 100vw, 827px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you wish, you can change the colours, fonts etc. of the pivot using the Appearances menu in the Pivot Designer:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1520\" height=\"847\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Appearances.gif\" alt=\"\" class=\"wp-image-36200\" \/><figcaption class=\"wp-element-caption\"><mark class=\"has-inline-color has-blue-color\"><strong><em>Click to enlarge<\/em><\/strong><\/mark><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Example below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"595\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/image-28.png\" alt=\"\" class=\"wp-image-36201\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-28.png 830w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-28-300x215.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-28-768x551.png 768w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><figcaption class=\"wp-element-caption\"><strong><em><span class=\"has-inline-color has-blue-color\">Click to enlarge<\/span><\/em><\/strong><\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Appearance areas explained<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"718\" height=\"721\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/image-29.png\" alt=\"\" class=\"wp-image-36205\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-29.png 718w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-29-300x300.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-29-150x150.png 150w\" sizes=\"auto, (max-width: 718px) 100vw, 718px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"716\" height=\"710\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/image-30.png\" alt=\"\" class=\"wp-image-36206\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-30.png 716w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-30-300x297.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-30-150x150.png 150w\" sizes=\"auto, (max-width: 716px) 100vw, 716px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"713\" height=\"729\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/image-31.png\" alt=\"\" class=\"wp-image-36207\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-31.png 713w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2021\/10\/image-31-293x300.png 293w\" sizes=\"auto, (max-width: 713px) 100vw, 713px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will take you through using pivot tables in your reports You may wish to display totals for your reports in a pivot table to make them easier to read. The guide below shows a simple example to display the number of live matters each fee earner currently has for each work type, and [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":0,"template":"","categories":[127],"tags":[],"class_list":["post-35887","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-report-writer"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Pivot Tables - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"How to add and format a pivot table to your custom report to display data in an easy to read format.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/report-writer-pivot-tables\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pivot Tables - Osprey Approach Customer Support &amp; 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