Monday, January 31, 2011

Create pivot report in excel from exported HEAT CallLogging records

You can export Call Records from the Call Record Browse dialog box, which displays a grid of Call Records in the currently displayed Group.
While in the Call Group, open the Call Record Browse dialog box by pressing Ctrl+B (or select Group > Call Record Browse)
  • Click Export. The Save As dialog box opens
  • In the Save as type field, select the type of file – Make sure you select file type of .xls to save your exported list into an excel spreadsheet
  • Provide a name – eg if you are exporting all Priority 1 tickets then save the exported list as Priority 1 tickets as at the date you are exporting.
  • Click Save
  • When the export is complete, the HEATExport dialog box displays an Export Successful message. Click OK.
  • You will be prompted to open the exported document – click on Yes
  • Excel will launch with your exported information
  • Highlight the contents of the export
  • Click on “Insert” from the drop down menu options in Excel
  • Click on the Pivot Table Icon on the toolbar
  • Select Pivot Table
  • A dialog box appears with a range – enter the range (this should by default include the values of the highlighted cells) – eg Sheet1!$A:$K
  • Click on OK
  • A pivot table field list appears, displaying the Heat Field Names of the exported records
  • You are now able to select the fields you want to include in your pivot report

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