Pivot Tables: To Delete a Pivot Table as a Form

In this activity, you will learn how to delete a pivot table that is created as a form.

Story

Suppose that you are a technical specialist in your company who is working on simple customizations, including the creation and modification of generic inquiry forms and pivot tables. An accountant of your company has asked you to delete the Invoice Totals by Customer pivot table, which you created while performing the Pivot Tables: To Create a Pivot Table as a Form activity.

Process Overview

In this activity, on the Pivot Tables (SM208010) form, you will delete the Invoice Totals by Customer pivot table.

System Preparation

1. Launch the MYOB Acumatica website, and sign in to a tenant with the U100 dataset preloaded as system administrator Kimberly Gibbs. You should sign in by using the gibbs username and the 123 password.

   Tip:

   The gibbs user is assigned the Administrator role, which has sufficient access rights to manage the system configuration and to modify generic inquiries, advanced filters, pivot tables, and dashboards.
2. Complete the Pivot Tables: To Create a Pivot Table as a Form activity.

Step: Deleting the Pivot Table

To delete the needed pivot table, do the following:

1. Open the Pivot Tables form (SM208010).
2. In the Screen ID box of the Summary area, select Invoices and Memos (AR3010PL), which is the generic inquiry that is used as a data source for the pivot table.
3. In the Pivot Table ID box, select Invoice Totals by Customer, which is the pivot table that should be deleted.
4. On the form toolbar, click Delete.
5. In the dialog box that opens, confirm your action by clicking OK.

   The system deletes the pivot table.

   Attention:

   The generic inquiry on which the pivot table is based is not deleted.