Reusing pivot tables

There will be many data you will want to look at on a regular basis, such as turnover data. There is no need to re-create the pivot table each time you want to refer to these data. You can save frequently used pivot tables for later use, and a preset can store multiple pivot tables. A pivot table is saved by user, by form, and by preset. If you retrieve a pivot table form, it will automatically open with the most recently used pivot table.

To save a pivot table for reuse:

  1. Click Save (CTRL+S) once you have created the pivot table. A form opens for you to enter the name.
  2. Fill in the name of the pivot table. If the name already exists, you can choose to overwrite the existing pivot table by the new pivot table, or enter another name for the new pivot table.
  3. Later, you will select the pivot table from the list box at the top of the pivot table form.
  4. To delete the pivot table:
  5. From the list box, select the pivot table you want to delete.
  6. Open the Edit menu, and select Delete configuration. You are asked to confirm the deletion of the pivot table from Isah.
  7. Click Yes.

Note: After a pivot table has been saved, the preset in which it has been saved may change, as fields are deleted, changed or added. In some cases, you will be notified of such changes. If any fields incorporated in the pivot table have been deleted, you need to remove them from the pivot table. Any new fields will be available in the Field Chooser, and may be added to the pivot table, if desired. If fields have changed, you only need to take action if the field type has changed. In that case, you need to check whether the field should still be part of the pivot table.