Advanced Analytics are only available on the following grids:
- Constituents
- Events
- Memberships
- P2P Dashboard
- Volunteer Registrations
- Auctions
To begin an Advanced Analytics analysis, filter your grid first for the data you would like to analyze further. Once your data has been filtered you can create or edit a Pivot Table by clicking the green Advanced Analytics button on the top right of the grid, then Pivot Tables.
The pivot table starts with a default view. You can open a saved pivot table using the Open icon and select your previous format to populate the table with the filtered data.
You can start from the default view and build a new table using the Format icon to create new cell formats, the Options icon to modify the layout, and the Fields icon to choose which fields to include in your table.
The default view is shown in a Grid view, but you can switch to a chart view using the Chart icon. You can export the Grid view as an Excel spreadsheet or pdf file using the Export icon. The Chart view can only be exported as a pdf file.
The More icon allows you to rename your table or delete it.
You can start over using the New icon to clear the formats shown and use the Save icon to save your formatted table to use with any data from your grid.
