The first steps are the same as in our first example:
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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. This time we design the following layout:
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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:
|
Field Name |
Layout Area |
|
ACCOUNT-TYPE |
Page Fields |
|
DATE_YM |
Page Fields |
|
DATE_D |
Column Fields |
|
ACCOUNT-NAME |
Row Fields |
|
VALUE |
Data Fields |
Thereafter we press "OK" and the evaluation appears - you have to wait a little once again.
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This time we have a smaller table with four days only. The filters have already been set to "EXPENSE" and "2008-09". |
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 MenĂ¼.
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!
Try dragging not only "ACCOUNT-NAME" but both "ACCOUNT-NAME" and "DESCRIPTION" to the Row Fields. This will give you a line for every transaction.
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.