What you will get with SmartPivot?
Quick Connect allows you to easily connect to OLAP and Tabular instances and automatically saves your last connections.
With Search you take Excel pivot tables usage to a whole new usability level, its just select a pivot table and click Search...
Then a excel pane will open and you can instantly search on your pivot table metadata (measures/hierarchies):
But the real usage of Search is on data (dimension members), for that SmartPivot will make a local cache of all your pivot table data allowing you also to instantly search on anything and automatically add it to the pivot table:
This makes exploring the data much easier for end users, as they usually know the data very well (but not always the cube concepts of measures, dimensions, attributes and others). They can start their own model discovery.
Search Field allows you to search on pivot table metadata (measures and hierarchies) and quickly apply them on the desired location:
Filter by List
Filter by list allows you to filter pivot table hierarchies with a list of names:
Toggle Fields automatically expand/collapse the pivot table fields on the panes associated with the pivot table:
Note: The Pivot Table Fields pane only works on Excel 2010
Synchronize Filters allows you to sync the filters between two or more pivot tables.
As an example take this pivot tables:
With Synchronize Filters you can filter pivottable1 and apply that change to the other pivots:
If you check "Enable Automatic Synchronization" on the dialog when you change the filter on PivotTable1 the changes are applied automatically on PivotTable2 and PivotTable3:
Detail Value By
With Detail Value By you can select a pivot table cell value and explore further with a new pivot table (the original pivot is preserved)
As an example if I have a pivot table with the distribution of sales over geography and want to analyse sales of California on 2007 I could just click on the cell and then on "Detail Value By":
You will be asked to select the fields you want to detail by and then a new pivot will be created ready to explore:
With Create Dashboard you can quickly create a dashboard using pivot tables with a common filter.
Just click on Create Dashboard, connect to a cube:
Select the Filters and apply:
An empty dashboard will be created with a filter zone that filter all its elements:
Now its just customize as you wish each pivot chart, like this:
Note: When you change the filters all the pivot charts are automatically refreshed
Add Connected Chart
Add Connected Chart allows you to link a pivot table to a new (independent) pivot charts, allowing you to create multiple charts (dashboard) filtered by the same pivot table filters.
Create a new pivot table with filters (only) and click Add Connected Chart to create the pivot charts:
Show Chart Data
Shows the pivot table behind a pivot chart, very useful when the pivot table of the pivot chart is in another worksheet:
Add Table Report
Create granular table reports from OLAP pivot tables.
Create a pivot table, define some filters, click Add Table Report and select the desired report columns:
A new table report will be created:
Note: The pivot table filters are linked to the pivot table
Pivot Information shows you relevant information about a pivot table, like:
- The MDX statement
- Last refresh date
- PivotTable version
Copy & Paste Value
Copy & Paste allows you to copy a value from a pivot table and paste it anywhere in the workbook, but the pasted value is refreshable when the workbook data is refreshed.