Pivot/Chart

PURPOSE

This document shows the procedures on how to access and create pivot/ chart in CS Lucas system

WHY IS THIS IMPORTANT?

This allows user to create pivot table or charts for management reporting purposes.

PROCEDURE

1. Pivot/ Chart is a third-party tool by Flexmonster that CS Lucas embedded into CS Lucas system to do pivoting and charting. It is similar to Excel tool which you can create pivot table/ charts. A license is required to use this feature. Please contact CS Lucas if you wish to use this feature.

2. To access Pivot/ Chart, select Reporting > Pivot/ Chart from main menu.

3. The Pivot/ Chart screen is displayed below.

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4. This screen will contains the required data queries that can be used for creating pivot table/ charts. The data query is written by CS Lucas.

5. To view the data query, click on the Short Name. In this example, Money Market By TDate.

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6. Select the appropriate date range and click blank. In this example, the data is printed for one year. A new window will be opened as below.

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7. From this window, drag and drop the dimensions you wish to see. In this example, to see total principal by currency.

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8. Click OK.

9. Pivot table based on the dimensions selected will be displayed.

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10. To create charts for the pivot, click on the Charts icon on the top menu. Choose the desired chart type.

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11. The chart will be displayed.

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12. There are several formats that you can export the chart. Click Export from the menu and choose the format to export.

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13. See user guides for more details on pivoting/ charting from Flexmonster, click here.

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