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EPRO Analytics Pivot Table Guide

This guide provides step-by-step instructions on how to generate, customize, and export pivot reports in EPRO Analytics. It also includes information on customizing field headers using the FieldNameMap table.

Generating a Pivot Report

  1. Run the Report as PDF:

    • In EPRO Analytics, select the report you wish to generate

    • Set the output format to PDF, even if the default is CSV or XLSX

    • Click Run to generate the report in the Report Viewer

  2. Create the Pivot Report:

    • Once the report is generated, click the Pivot Report icon located on the top menu.

    • This action will re-generate the report as a Pivot Table

Understanding the Pivot Table

  • The pivot table exports raw data, which may include fields not typically visible in standard reports

  • These fields often contain the word ‘key’, such as VendorKey, TPOHKey, or variations like BuyerKey

  • These key fields are essential for data relationships, but may not be necessary for your analysis\

Customizing Field Visibility

  1. Access the Show Field List:

    • Click the ‘Show Field List’ button at the top-left of the pivot form

  2. Hide Unwanted Fields:

    • In the pop-up window, use the search function to locate fields you want to hide (e.g., key fields)

    • Drag these fields from the ‘Row Area’ to the ‘Hidden Fields’ area

  3. Update the Pivot Table:

    • Click ‘Update’ at the bottom-right of the pop-up

    • The report will refresh, now excluding the hidden fields

  4. Close the Pop-up:

    • Click the ‘X’ at the top-right to close the field list window

Exporting the Report

  • Click the ‘Export’ button within the pivot report interface

  • The exported file will be saved to your Downloads folder

  • Once done, close the Pivot Report pop-up and return to the main EPRO Analytics interface

Customizing Field Headers with FieldNameMap

Overview

  • The FieldNameMap table allows you to standardize or customize the headers displayed in your datasets.

  • Usage depends on the DataSource specified in your report.

Location & Access

  • As an ADMIN user:

  • Navigate to the Admin Dashboard.

  • Go to Tools > Field Name Map Maintenance.

  • Use this interface to create or modify header mappings.

Using FieldNameMap with Reports

  • For reports utilizing the RP_REPORTPENDINGRECEIVING() data source, you can specify the TABLENAME.

  • The Qp_FieldNameMap report parameter allows you to select which header set to use, enabling different header configurations for pivot tables.

Additional Tips

  • Experiment with the Field Name Map Maintenance tool to create customized headers suited to your reporting needs.

  • Always review the pivot table for unwanted key fields and hide them as necessary to streamline your view.

  • Use the export feature to save reports for further analysis or sharing