Knowledge Base Article

Question: Can we retrieve stage data into Excel to allow users to pivot that data?

Answer

  • Table views are available in the spreadsheet component which allow a user to query relation tables and present this in spreadsheet format. This functionality is not available, however, within the Excel add-in. 
  • Within a dashboard, the stage data could be used as a source for a Pivot Grid or Large Pivot Grid component and a user could export this to excel (right-click options) if necessary. 
  • A data query could be used to extract the data into a file which could then be opened in Excel as a data source for the pivot.

Source:  Office Hours 2020-7-16 - Jerri McConnell

 

Updated 2 years ago
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