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Duplicate Pivot table

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3283263
3283263 Rank 3 - Community Apprentice

Hi there,

Is there any way on the report view to duplicate pivot table in order to keep the format and like that we just need to change the data?

Can we set up a default pivot table for a report?

Thank you.

Answers

  • Hi,

    Capture.PNG

    In the bottom-left part of the "Results" tab you can select your view and click on the duplicate icon. All your settings and formatting on the pivot view will be there in the new duplicated view as well.

    Not sure what you call "report view" ...

  • 3283263
    3283263 Rank 3 - Community Apprentice

    Hi Gianni,

    Thank you for getting back to me.

    I am using CRM. Any idea with this application for duplicating table?

    Screen Shot 2016-09-21 at 9.56.55 PM.png

  • [Deleted User]
    [Deleted User] Rank 2 - Community Beginner

    CRM on Demand also uses OBI in the background as you can see from your /analytics/saw.dll url.

    But (A) it's an extremely old and outdated version and (B) uses something similar to the BI Composer Wizard rather than proper Answers interface to create analyses. So basically you're stuck with whatever the custom interface gives you.

  • 3283263
    3283263 Rank 3 - Community Apprentice

    Hi Christian,

    There is no no alternative here?

    Thank you for helping.

  • [Deleted User]
    [Deleted User] Rank 2 - Community Beginner

    If there's no way of getting access to proper Answers in CRM On Demand, then no. I can't say if it is or how as I haven't even seen a CRM On Demand live in 8 years so you'd have to either dig or check the documentation for details.