IBM Lotus Symphony


Creating a DataPilot table

To create a DataPilot table, you must select the data source and enter the location of the table.

  1. Create an empty DataPilot table.
    1. Position the cursor within a range of cells containing values, row headings, and column headings.
    2. Click Data > DataPilot > Create. The Create DataPilot Table window opens.
    3. Select the data source by doing one of the following:
      • Click the Shrink button near the Range field to temporarily hide the window and make it easier to select a range. Select the range in the sheet, and then click the Maximize button. The selected cells are the data source.
      • If you selected a cell in a range of cells before you launched the Create DataPilot Table window, the cells around the selected cell is the data source.
      • Put the cursor in the Range field. Type your entries directly in the Range field to define the data source.
    4. Click OK. A blank DataPilot table displays. You can move, resize, or float the window to be placed where you want it. Also the DataPilot window can be docked on the left and right edge, and not on the top or bottom. The window is automatically shown or hidden when the focus is moved in or out the DataPilot table. If the window is closed, open the window by doing one of the following:
      • Right-click the DataPilot table, and select Show DataPilot Panel.
      • Click Data > DataPilot > Show DataPilot Panel.
  2. Add fields. All the fields from data source are listed in the Field fiield. The name of the fields are the content in the first cell of each column.
    • Drag a field button to Page, Column, Row or Data to assign the field to the area.
    • Drag a field button between Page, Column, Row or Data to move the field from an area to another.
    • Drag a field button within the area to change the sequence of the fields in this area.
    • Drag a field button from the area to Field to remove the field from the area.
    • When dragging a field to the Data area, if the data source type is number, the field option is set to the Sum function by default. If the data source is text or date and so on, the field option is set to the Count function by default.
    • Right-click the field name and then select the appropriate item: Add to Page, Add to Column, Add to Rows or Add to Data by to place the field in a specific area.
  3. Rearrange fields. To rearrange fields, click the button on field name in one of the areas, and then select one of the following options:
    • Move up – Moves the field up one position in the area.
    • Move down – Moves the field down position in the area.
    • Move to Column – Moves the field to column area.
    • Move to Row – Moves the field to row area.
    • Move to Data by – Moves the field to the data area and selects the appropriate formula that is used to calculate the data.
    • Field Option:
      • Displays the Field Option window for page, column, or row area.
      • Displays the Data Field Option window for the data area.
  4. Automatically apply changes.
    • The changes are automatically applied to the DataPilot table by default.
    • You can also clear the Automatically Update check box at the bottom of the panel. Then the changes can be applied by manually clicking Update.
  5. Optional: Remove the fields from an area by doing one of the following:
    • Click the button on one of the fields or right-click one of the fields, and select Remove from Areas.
    • Drag the field from the area to the field list.

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