KCS - How to Create a PivotTable

Objective:

  • Generate a Custom Report in Excel
  • Manipulate Data in Excel Spreadsheet
  • Create a Pivot Table / PivotTable

Environment:

  • Clio Web App
  • Microsoft Excel

Additional Information:

In order to create a PivotTable, you must first generate the reports you need from Clio in CSV format. Click here for more information on how to generate CSV Reports.

Procedure:

  1. Open your CSV Report in Microsoft Excel
  2. Highlight all your data (Click a non-empty cell, hit CTRL+A / COMMAND+A)
  3. On the top ribbon, click on Insert > PivotTable
  4. Click OK to create the PivotTable in a new Worksheet.
  5. Start building your custom report using the PivotTable Fields panel.

 

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