Running a Query to Excel and Summarizing Data with a Pivot Table
This is a brief, basic demonstration to show how Pivot Table in Microsoft Excel may be a useful tool when evaluating information in PeopleSoft Query.
- Pivot Table enables you to summarize and analyze data in lists and tables.
- With Pivot Table you can quickly rearrange the position of fields to give you a different view of the table.
- If you want to have summaries such as this within Query, you can do so using aggregate functions.
- For more details on running a query in Query Viewer and downloading to Excel, navigate to the Query Viewer – View Results & Run to Excel page.
Other sources:
- There are a number of tutorials on Lynda.com that deal with Excel Pivot Tables. You can access Lynda.com through Wes Portal, under Campus Applications.
- There are links available to the Microsoft website with details on how to work with pivot tables.