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Duplicating a Report tab in an FYI Excel Report allows users to create multiple pivot tables over the same dataset, without creating extra report templates.
This is useful when a practice wants to analyse the same data from different perspectives. For example, in a WIP Report the report may have separate tabs to show WIP by Partner, WIP by Manager, and WIP by User, and subsequently have pivot tables for each.
Duplicating Data tabs
In order to create multiple pivot tables, the data tabs will need to be duplicated:
- Right-click the relevant Data tab in Excel and select Move or Copy.
- Tick Create a copy and click OK.
- Rename the new tab to describe its view.
Tip: Use clear, descriptive names for each duplicated tab to keep your report organised. For example, "Data - WIP by Manager". - Create a new pivot table filter or grouping as needed.
- Repeat the above steps for each required view.
- Save the excel spreadsheet back to FYI as a new report template, for future use.
For more information on creating or editing FYI Excel Reports refer to Creating Reports from Excel Report Templates and Opening, Editing and Finishing Editing Reports.