How to design a pivot table in excel template?

User_SXVU3

Trying to design a pivot table with tags in excel template but to make it is asking data first and then we can make pivot of it, but requirement is to make pivot based on the columns.

Federico Venturin - Oracle

Hi @User_SXVU3 ,

If you don't need to use native Excel features, I recommend to use a RTF template to create your pivot table, and then export it in Excel format.

Otherwise, if you need to use the native Excel features available in Excel template, you can follow this approach:

1. Add a "Source" sheet in your Excel template.
2. Create a table in the "Source" sheet which contains the entire result set in plain tabular format
3. Create a "Target" sheet in your Excel template (this is the sheet that your users will see by default, you can call it as you prefer)
4. Create the pivot table in the "Target" sheet using native Excel features and referring the "Source" sheet as the source for your pivot table
5. Hide the "Source" sheet, so users will not be able to see it by default
6. Remember to refresh the pivot table the first time that you open the report in Excel format for the first time (otherwise dummy data, or blank will be displayed)