Pivot Tables: General Information

In MYOB Acumatica, you can use pivot tables to reorganize and summarize data from generic inquiries.

Learning Objectives

In this chapter, you will learn how to do the following:

• Configure a pivot table as a separate form and make it available to other users
• Modify the generic inquiry that is used as the basis for a pivot table while you are configuring the table
• Configure a pivot table as a filter tab on an inquiry form and share it with other users

Applicable Scenarios

You may find the information in this chapter useful when you are responsible for the customization of MYOB Acumatica in your company, including developing and modifying generic inquiries and pivot tables to give users information they need to do their jobs, and you need to deliver inquiries and reports that your colleagues can use to perform their jobs effectively.

Pivot Table Basis

You use the data from a particular generic inquiry to compose a pivot table—that is, a generic inquiry is used as the basis of a pivot table. You can use only one generic inquiry to build each pivot table. If you need to compose a pivot table with information obtained from multiple generic inquiries, you must first create a single generic inquiry that includes all the necessary data and then use this inquiry as a basis for the pivot table.