Back to Browse

Pivot Tables in Acumatica

148 views
Oct 15, 2025
6:36

Pivot tables in Acumatica are a powerful tool for data analysis and visualization. Here's how to use them: Creating Pivot Tables 1. Generic Inquiries: Start by creating a generic inquiry (GI) to define the data you want to analyze. 2. Pivot Table: From the GI, click on the "Pivot Table" button to create a new pivot table. 3. Configure Pivot Table: Drag and drop fields to configure the pivot table's rows, columns, and values. Benefits of Pivot Tables - Data Analysis: Pivot tables enable you to analyze large datasets and gain insights into your business. - Flexibility: Easily change the layout and structure of your pivot table to suit your needs. - Data Visualization: Pivot tables can be used to create charts and graphs to visualize your data. Best Practices - Use Generic Inquiries: Use GIs to define the data for your pivot table. - Keep it Simple: Start with simple pivot tables and gradually add complexity as needed. - Experiment and Refine: Experiment with different configurations and refine your pivot table to get the insights you need. #Acumatica #PivotTables #DataAnalysis #BusinessIntelligence #ERP #FinancialManagement #DataVisualization #GenericInquiries #AcumaticaTutorials #DataInsights

Download

0 formats

No download links available.

Pivot Tables in Acumatica | NatokHD