Tables (Excel)
The reporting features of Charitylog are designed to allow users to extract data from their systems in Microsoft Excel format. Excel is industry standard software, and will allow you to do sorting of data, and create charts etc.
One of the most common questions we are asked in the support department is how to create a pivot table. This guide should help.
Contents
What is a pivot table?
A pivot table is a way of displaying information from a large set of data. Pivot tables are one of Excel's most powerful features, but they are under-used. With only a few steps, you can easily analyse Charitylog spreadsheet outputs using pivot tables.
Put simply, pivot tables allow you to count things, and display a count of one thing against something else.
To create a pivot table, it's helpful to first put your data into a (non-pivot) table. This guide uses Excel 2013 for screenshots, but other versions of Excel are very similar.
Extract data
First you will need to extract data from the system in Excel format. Information is most commonly exported from Data Extractions, the KPI Report Designer, or a mix of the two.
Once you have your spreadsheet open on your computer, you can begin work.
(page in progress)
Rob Kay - manual author (talk) 16:41, 5 December 2014 (GMT)
