Please select from within an empty OpenOffice Calc document the DataPilot (Data → DataPilot → Start)
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We have to choose the data source and of course we pick our database and the Table "ALL_TRANSACTIONS".
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Here comes the DataPilot.
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The rectangular buttons with the fieldnames of the table "ALL_TRANSACTIONS" can be moved by "Drag & Drop" into the different areas of the layout. We do this as displayed above:
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Field Name |
Layout-Area |
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ACCOUNT-TYPE |
Page Fields |
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DATE_YM |
Column Fields |
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ACCOUNT-NAME |
Row Fields |
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VALUE |
Data Fields |
Thereafter we press "OK" and the evaluation appears - you have to wait a little once again.
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Surely
Format -> Column -> Optimal Width is recommendable for all
columns.
The formatting for the numbers should not be done
directly unless you want unnecessarily repeat this every time you
update the evaluation. Instead it is adviseable to do this via
"Styles and Formatting". This is a little tricky:
1.
Click into a value cell inside the evaluation.
2. Press F11 - or
Format -> Styles and Formatting from the Menü.
3. The window
"Styles and Formatting" should be docked to the right side
of the Calc sheet. If you cannot find it, look under "Styles and
Formatting" in the index of the openOffice.org help (F1).
4. Click on "DataPilot Value" in the mentioned window with your right mousebutton, i.e. call the context menue of "DataPilot value", and select "Modify".
5. Select the desired format for numbers.
6. Repeat the procedure for "DataPilot Result"
A doubleclick on one of the value cells will lead to the display of the involved transactions - again this is a little slow and you might have to do some formatting again. Nevertheless it is a phantastic function if you want to analyze some anomality in your expenses!
If you have a big data file covering many years
you might find it useful to explore the following:
Define a query
in your database in Ooo along the lines:
SELECT * FROM
"ALL_TRANSACTIONS" WHERE "DATE_YM" >=
'2008-01'
In Calc select as datasource within the DataPilot not
the whole table "ALL_TRANSACTIONS" but your new query.
You
will then create an evaluation that is limited to the subset you have
selected by your query.
People have told me that they organized
their data for many years that way creating an evaluation for every
year and that it was well worth the effort (especially in combination
with the drill-down function).
Other applications are obvious. Self-defined queries together with the possible variations in the layout of the DataPilot give you an incredible flexibility to evaluate whatever you want to.
If you want to update naturally you will have to update the database before. The evaluation itself is updated with Data -> DataPilot -> Refresh. One of the cells inside of the evaluation must have the focus for this option to be executable.
Next step: Example 2: Daily Expenses of a Month