Creating Pivot Tables with the QQube Add-In | CLEARIFY

Creating Pivot Tables and Analysis in Excel

The Pivot Table is arguably the easiest and most effective method of analyzing dynamic QuickBooks data in Excel.

QQube provides the fields without any need to reverse engineer anything about the underlying tables, relationships, and logic. Click on a field from the QQube Select Tool, and it becomes available for use in the pivot table.

Strengths

• Reporting and analysis is dynamic.
• Drag and drop fields in any order/fashion you need
• You can save the spreadsheet with the data in it and send it to someone else, where they are able to massage the data as THEY see fit
• You can limit the data usage within the spreadsheet when sending to someone else by using the options under the Review Tab > Changes Area.
• Graphing options are native to Excel Pivot Tables

Limitations

• Fewer people work with Pivot Tables in Excel - even when they 'know' Excel
• Calculated Fields have clear limitations, and can be frustrating to a newer user.  One example is that you can't create an IF calculation based upon a value in a particular cell.
• It is not for reporting - it is for dynamic analysis

In This Section

• How Pivot Tables Work
• Global Options
• Show/Hide Components
• Design Options
• Drill Down Functions
• How to Sort
• How to Filter
• Custom Column Names
• Custom Data Values
• Custom Groups
• Calculated Fields