Type

Set row type to “Title”, “Row” or “Iter”.

• Title fields act like folders. Their only function is to contain child rows.

• Row fields look up a value from some data source.

• Iter(ative) fields can be used to loop over a list of items, and return the value for each item.

Name

An alphanumeric identifier used to create a unique lookup for the row, which can later be referenced in graph series and calculated fields. It is also used as a lookup code for formulas and charts.

Caption

The display name of the row in the output table.

Indent

Creates nested table fields. Indentation of child rows under title rows.

Hide

Optionally hide a field from the output table.

Units

Optionally specify units (meters, bcm, tonnes).

Format

Excel-style number formatting.

Initial

Optionally set the opening value for cumulative sums of this field.

Data Source

Choose a data source from a list or create a calculated field.

Item

Choose a field from the data source or enter a calculation

Filter 1 Field

Filter field for filtering results.

Filter 1 Value

Filter value to apply to the filter field.

Find and Replace

<CTRL>+ H. Use this icon to quickly update a range of selected cells when editing or updating reports

Convert to Static Report

Convert your report to static. Note that if your report currently has errors, they must be resolved before the report can be converted to a static one. See the Errors list below.

Manage Custom Lists

Opens Custom Lists dialog where you may add, remove, move up/down, save and import custom lists, as well as add, remove, move up/down, sort, copy, paste and clear custom items.

Formatting

Use this button to:

• configure Pivot Grid Appearance (font, size, style, color, background color for captions and samples),

• clear formats,

• paste or copy formats,

• perform period formatting (font, size, style, color, background color for period captions and period names),

Usage Hints

Applicable hotkeys you may use when working with a report.

Right click on any field header to set or reset a color

Right click on any field row to copy its full name

hg

Returns "hg"

hg?

Returns "hg" plus exactly one trailing character, ie. hg1, hg2, hg3

*note "hg" would be excluded in this filter, because it only has two characters

hg*

Returns "hg" plus any number of trailing characters, ie. hg, hg1, hga, hg171101

hg|bg

Returns "hg" or "bg" 

!hg|!bg

Returns all parcels excepting "hg" and "bg"

V("prod.wt.ore")

Returns the value of "prod.wt.ore" in the current period

PV("prod.wt.waste")

Returns the value of "prod.wt.waste" in the previous period

CV("prod.wt.waste")

Returns the cumulative values of "prod.wt.waste" up to and including the current period

CPV("prod.wt.waste")

Returns the cumulative values of "prod.wt.waste" up to the previous period (excludes current period)

S("prod.wt.*")

Sums all child fields of "prod.wt" in the current period (using asterisk as a wildcard for all children)

PS("prod.wt.*")

Sums all child fields of "prod.wt" in the previous period (using asterisk as a wildcard for all children)

SD(V("value1"),V("value2"))

Safe Divide value1 by value2. If value 2 is zero, the result is zero

Math.Round(SD(V("value1"),V("value2")))

Safe Divide result is rounded to the nearest even integer

Math.Ceiling(SD(V("value1"),V("value2")))

Safe Divide result is rounded up to the ceiling

Math.Floor(SD(V("value1"),V("value2")))

Safe Divide result is rounded down to the floor

V("myValue") > 0 ? 1 : 0

If "myValue" is greater than zero, return one, otherwise return zero