Page Two

For this example, we will say the first thing we want to know is the overall total sales for each salesperson.

Figure 6: Salesperson and company added to the Row area.

1. Drag Salesperson to the Row drop area.

2. Drag Customer.CompanyName to the right of Salesperson (2nd position) in the Row drop area.
3. Select the Collapse All button on the toolbar.

The Pivot View instantly begins to take on a new personality. We now have a summary report showing the sum totals of all sales, per customer, made by each salesperson.

For the purposes of this tutorial, we will say that we only want to see the sales information for specific companies. Again, pay particular attention to the number of records displayed at bottom left corner of the Grid area.

Figure 7: The filter list for company.

1. Click on the drop-down arrow at the very right end of the Customer.CompanyNames header to display a list of all companies in the database.
2. Left click and drag on the bottom right corner to expand the drop down menu so that it displays as many of the listed names as possible.
3. Remove the checkmark from the All box at the top of the list and select the following companies:

Companies
Around the Horn B's Beverages Bottom Dollar Markets Chop-suey Chinese Consolidated Holdings Eastern Connection Ernst Handel France Restauration Gourmet Lanchonetes	Great Lakes Food Market Hungry Coyote Import Store Hungry Owl All-Night Grocers Island Trading Lazy K Kountry Store Let's Stop N Shop Lonesome Pine Restaurant Quick-Stop Ranch Grande	Save-a-lot Markets Seven Seas Imports Simons Bistro Split Rail Beer & Ale The Big Cheese The Cracker Box White Clover Markets

4. Select the Filter button to apply the visual filter.

By now, you may be wondering what is meant by the terms summary data, summary totals, or summary view. The data displayed in any one cell of the Pivot View is actually the product of underlying data - often comprised of multiple records (line-items). To see a complete breakdown of all the records that make up the number displayed in a particular cell (referred to as the originating cell), we simply perform a drilldown function:

Figure 8: Double clicking any cell will drilldown to the underlying data.

1. Double-click on the numeric value listed under UnitPrice for Ernst Handel, as sold by Andrew Fuller ($245.60).

2. Right-click on the footer, directly under the UnitPrice column, and choose SUM from the menu.

3. Click on the Invoice Pivot View tab at the top left of the screen to return to the Pivot View.
4. Select the Collapse All button on the toolbar.

The arrangement of the fields in the Column and Row drop areas can be critical to attaining the best perspective of the data (depending on the goal of the analysis). As with the Grid View, the order of the fields in any of the drop areas can be easily changed with a simple drag-and-drop function.

Figure 9: Salesperson and company reordered.

1. Swap Salesperson and Customer.CompanName in the Row drop area.

2. Select the Collapse All button on the toolbar, once again.
3. Expand Ernst Handel.
4. Drill-down on the numeric value listed under Quantity for Ernst Handel, as sold by Andrew Fuller (549).

5. Click on the Invoice Pivot View tab to return to the Pivot View.