i'm trying to learn a few new reports at work. one of the things i need to do is based on a pivot table. i've been able to create the data just fine but i'd really like to make it look like the previous person who did this.
i can't seem to find a way to see all the formats applied to a pivot table. for example for the report layout i don't actually know the diff b/w compact, outline, and tabular forms, so i had to apply each of them individually to my pivot to see which one he used. similar idea for various other options.
is there a field to go to to see all the options applied to the pivot? our pivots are of diff sizes so I can't just copy his then paste format on mine.
And one thing I'm particularly confused about. Here's an example of what his pivot looks like. If I goto Report Layout and choose "Repeat all items" it doesn't appear this way, and if I choose "Do not repeat" it also doesn't appear this way. So I'm not sure how he did this? The fact that Opp ID doesn't show up in every row when it's the same, but all other data does.
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Opportunity ID[/TD]
[TD]Client[/TD]
[TD]Classification[/TD]
[TD]Prob[/TD]
[/TR]
[TR]
[TD]ABC[/TD]
[TD]Walmart[/TD]
[TD]New[/TD]
[TD]50%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Walmart[/TD]
[TD]Upsell[/TD]
[TD]60%[/TD]
[/TR]
[TR]
[TD]DEF[/TD]
[TD]Amazon[/TD]
[TD]New[/TD]
[TD]60%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Amazon[/TD]
[TD]New[/TD]
[TD]70%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Amazon[/TD]
[TD]New[/TD]
[TD]80%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Amazon[/TD]
[TD]Upsell[/TD]
[TD]90%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
PS - i should also mention I'm having a lot of trouble figuring out his coloring scheme. Under Design he's got "None" selected, yet his is a pretty blue color. When I choose None I get this ugly sheet. Yuck. I realize I can just apply colors but if I do that, anytime I make a change, those colors disappear. With his that doesn't happen.
i can't seem to find a way to see all the formats applied to a pivot table. for example for the report layout i don't actually know the diff b/w compact, outline, and tabular forms, so i had to apply each of them individually to my pivot to see which one he used. similar idea for various other options.
is there a field to go to to see all the options applied to the pivot? our pivots are of diff sizes so I can't just copy his then paste format on mine.
And one thing I'm particularly confused about. Here's an example of what his pivot looks like. If I goto Report Layout and choose "Repeat all items" it doesn't appear this way, and if I choose "Do not repeat" it also doesn't appear this way. So I'm not sure how he did this? The fact that Opp ID doesn't show up in every row when it's the same, but all other data does.
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Opportunity ID[/TD]
[TD]Client[/TD]
[TD]Classification[/TD]
[TD]Prob[/TD]
[/TR]
[TR]
[TD]ABC[/TD]
[TD]Walmart[/TD]
[TD]New[/TD]
[TD]50%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Walmart[/TD]
[TD]Upsell[/TD]
[TD]60%[/TD]
[/TR]
[TR]
[TD]DEF[/TD]
[TD]Amazon[/TD]
[TD]New[/TD]
[TD]60%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Amazon[/TD]
[TD]New[/TD]
[TD]70%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Amazon[/TD]
[TD]New[/TD]
[TD]80%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Amazon[/TD]
[TD]Upsell[/TD]
[TD]90%[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
PS - i should also mention I'm having a lot of trouble figuring out his coloring scheme. Under Design he's got "None" selected, yet his is a pretty blue color. When I choose None I get this ugly sheet. Yuck. I realize I can just apply colors but if I do that, anytime I make a change, those colors disappear. With his that doesn't happen.
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