Use of Pivot Tables for Reports

Pivot tables are a perfect data summarization tool you can use for CRM reports. Task: Compare yearly revenue data Solution: Summarize revenues by Pivot Tables Example: Create 2 CRM invocie reports which include the revenue of 2015 and 2016. Make sure you that you include dates. Revenue 2015 Date Customer Revenue 01.02.2015 Customer A 10100 […]