Pivot Tables: To Delete a Pivot Table

In this activity, you will learn how to delete a pivot table.

Attention: This activity is based on the U100 dataset. If you are using another dataset or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid issues, restore the U100 dataset to its initial state.

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 Items by Item Class pivot table, which you created while performing the Pivot Tables: To Create a Pivot Table activity.

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

  • The Inventory and Order Management feature has been enabled on the Enable/Disable Features (CS100000) form to provide support for the stock item functionality.
  • On the Item Classes (IN201000) form, multiple item classes have been defined.
  • On the Stock Items (IN202500) form, multiple stock items have been defined.
  • The Stock Items (IN2025PL) inquiry form, which displays the list of the stock items that have been created on the Stock Items (IN202500) form, has been set up as the substitute form that is opened when you click the Stock Items link in a workspace or a list of search results.

Process Overview

In this activity, on the Stock Items (IN2025PL) inquiry form, you will delete the Items by Item Class 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 activity.

Step: Deleting the Pivot Table

To delete the needed pivot table, do the following:

  1. Open the Stock Items (IN2025PL) inquiry form.
  2. Open the View List menu and hover over the Items by Item Class pivot view, which is the pivot table that should be deleted.
  3. Click Delete.
  4. 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.