IT Desktop Management

1
IT Desktop Management

• PivotLink User Training
• Introductory Guide
• March 2007
• Prepared by
• Angela Mars
• IT Education and Training

2
Table Of Contents

• What is PivotLink page 4
• Conceptual Schema page 5
• Logging on to PivotLink page 6
• Changing passwords page 7
• Reports Screen page 8
• Opening a report page 9
• PivotLink sample report page 10
• PivotLink screen descriptions page 12

3
Table Of Contents

• Working with headers page 26
• Header types page 28
• Button/icon descriptions - headers page
  29
• Working with metrics page 31
• Button/icon descriptions - metrics page
  33

4
What is PivotLink?

• PivotLink is an interactive business software
  product that enables users to build a variety of
  views of the data in the Colleague administrative
  information system.

5
Conceptual Schema
User Presentation
User Tools (SLIC, PivotLink)
Pull Files (Data Marts)
Transform Modify data for use
Load Write data to Data Marts
Extract Pull data from Colleague
Operational System Colleague Database (Student
System, Human Resources, Financials)
6
Using PivotLink

• Logging on to PivotLink
• Open Internet Explorer 7.0.
• Go to https//ctc06.pivotlink.com/
• Enter User ID and Password.

7
Using PivotLink

• Changing passwords
• Click Change Password in the upper right hand
  corner of the Reports screen.
• Enter new password.
• Retype new password.
• Click Submit.

8
Using PivotLink

• Reports Screen
• PivotLink displays folders and reports.

9
Using PivotLink

• Opening a report
• PivotLink provides filter prompts that allow
  users to select input values before a report is
  built.
• Click View report to display results of value
  selection.

10
Using PivotLink

• PivotLink sample report

11
PivotLink Introductory Guide

• Viewing Information

12
Viewing Information

• PivotLink Screen Descriptions

Viewing Options
Default View Text format view
13
Viewing Information

• Default View

14
Viewing Information

• PivotLink Screen Descriptions

Viewing Options
Default View Text format view
HTML View Displays data in a table format.
15
Viewing Information

• HTML View

16
Viewing Information

• PivotLink Screen Descriptions

Viewing Options
Default View Text format view
HTML View Displays data in a table format.
Bar Chart Displays a bar chart for the selected
data.
17
Viewing Information

• Bar Chart

18
Viewing Information

• PivotLink Screen Descriptions

Viewing Options
Default View Text format view
HTML View Displays data in a table format.
Bar Chart Displays a bar chart for the selected
data.
Pie Chart Displays a pie chart for the selected
data.
19
Viewing Information

• Pie Chart

20
Viewing Information

• PivotLink Screen Descriptions

Viewing Options
Default View Text format view
HTML View Displays data in a table format.
Bar Chart Displays a bar chart for the selected
data.
Pie Chart Displays a pie chart for the selected
data.
Export Data Export data into Excel, Word, or a
Browser
21
Viewing Information

• Export Data

MS Excel
22
Viewing Information

• PivotLink Screen Descriptions

Viewing Options
Default View Text format view.
HTML View Displays data in a table format.
Bar Chart Displays a bar chart for the selected
data.
Pie Chart Displays a pie chart for the selected
data.
Export Data Export data into Excel, Word, or a
Browser.
Export PDF Export data into PDF format for
printing.
23
Viewing Information

• Export PDF

Click here to print
24
PivotLink Introductory Guide

• Performing Analysis
• Headers

25
Performing Analysis

• PivotLink Screen Descriptions, cont.

Headers Metrics Pool
Metric Pool Lists data fields that can be used
in calculations.
Header Pool Lists data fields that can be
displayed in the report.
Filters
Filter Pool Allow users to define which fields
are used.
26
Performing Analysis

• Working with headers
• Headers allow users to choose options and make
  changes to reports. Click the Headers hyperlink
  for a list of available header fields.

27
Performing Analysis
Header Lists available headers and options.
Placement Displays the header as row, column,
separate page, or in the Header pool (not
displayed in the report, but available from the
report screen).
Display Subtotal Displays a subtotal for a
selected header.
Filter Used to query the data in headers.
Multiple filters can be checked.
Order Used to arrange the headers in the
report.
28
Performing Analysis

• Header Types

Column header - Displays the header across the
report.
Row header Displays the header down the report.
29
Performing Analysis
Shift column to the left.
Please click for a demonstration
Page Control - used to create a separate table
for each row or column header field.
Toggle subtotal on/off.
Remove header field from a report.
Filter Choose specific values to filter on for
a header field.
30
PivotLink Introductory Guide

• Performing Analysis
• Metrics

31
Performing Analysis

• Working with metrics
• Users can choose metrics to do display Total,
  Change, and custom calculations.
• Click a checkbox to select a metric.
• Click Apply.
• Or
• Click the Metrics hyperlink for a list of
  available metrics.

32
Performing Analysis

• Metrics (cells)

33
Performing Analysis
Sort rows in descending order
Please click for a demonstration
Sort rows in ascending order
Filter on values of the variable in the column
Buttons appear grayed out when a sort or filter
is applied. To remove sort or filter, press the
button
34
QA?Educational RequestsContact Angela
Marsangela.mars_at_ctcd.edu254-501-3103

• Technical QuestionsContact the IT Help
  Deskhelp.desk_at_ctcd.edu254-501-3103