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With pivot reports, you can take your queries to a new level. Imagine dropping and dragging fields into columns and rows, performing calculations, and creating graphs in just seconds. If this sounds like your cup of tea, register for this exciting Learn Lab today!
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See Your Raiser’s Edge® Data from a Different Angle Using Pivot ReportsNAOMI HARDING
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Agenda
• Identify the purpose and use of pivot reports• Create a query of records to analyze• Create a pivot report
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Overview
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What is a Pivot Report?
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Components of a Pivot Report
Key Features:• Report areas: Rows, Columns, Total and Details, Filters• Field List• Automatically added summary and date breakdown fields
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Report Areas Field List Date Breakdown
How to Create a Pivot Report
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Workflow
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Create Standard Query
Create Pivot Report Linked
to Query
Add (query) Fields to Pivot
Report
Demonstration
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Create a Query
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New or Existing Query
Output Fields Provide Data for the Pivot Report
Create a Pivot Report
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The Query Output Fields Make up the
Report Fields.
Practice
• Create another pivot report using the same gift query. • Use a different field breakdown.
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Summary• Identify the purpose and use of pivot reports
• Analyze your Raiser’s Edge data from a variety of perspectives• Perform calculations on your Raiser’s Edge data
• Create a query of records to analyze• Add the fields you want to analyze to the Output tab of a query
• Create a pivot report• Create pivot reports under the Pivot Reports category of the Reports page• Add data to the report and perform calculations using the pivot report tools
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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.
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