Using Pivot Tables

In Clarity365, users can export data from the system into Excel Spreadsheets where they can further slice and dice their data for reporting purposes.

Pivot tables are one way in which users can utilise Excel's reporting capabilities to drill down into their data sets and gain insights.

Pivot Table Tutorial:

  1. Go to Main Navigation > Timesheet Management > Authorise Timesheets > Statements
  2. Filter by date and click search
  3. Filter results initially based on what you want to view (e.g. filter by users or status)
  4. Click Export to generate an Excel version of your report
  5. On Excel, click Insert > PivotTable
  6. On pop-up, name pivot table if necessary and click Okay to create table
  7. On the right, drag and drop relevant fields to Row and Column to generate the table - displaying only essential information
  8. Optional - drag and drop parameters to filters to apply filtering to the Pivot Table

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