Step by Step - Getting Started Guide

Step 2 – Inserting the Pivot Table

Quick Tip: If working with your Google spreadsheet as your data source, it’s very useful to select (with a mouse drag) the data cells you want to analyze prior to inserting the Panorama pivot table. Include the column headings in your selection.

Now that your spreadsheet or local cube file is ready to go, click the Insert button on the toolbar of your Google Spreadsheet and choose Gadget. Once the gadget window pops up, add the Panorama Pivot Table for Google Spreadsheets gadget and carry out the following steps:

1. Running the initial wizard is done a little differently depending on whether you would like to conduct analysis on data within the spreadsheet or from a local cube file.

a. Data From Within Spreadsheet:

• If you are working with data from the spreadsheet and haven’t already selected the cell range (as indicated in the tip above), indicate the Range, ensure that you have selected Current Spreadsheet and then click Apply and Close.
b. Local Cube File:

• If you would like to conduct analysis on data within a local cube file, select Other Data Sources from the “Create Pivot Table” pull down menu
• Enter your Google account username and password
• The next window prompts you to select your data source
• Click the green “+” sign and then select Import to locate your cube file. 
• Allow the file to upload
• Once prompted with the Upload Successful box, press Ok
• Click Finish
• Select your cube file in the Available Local Cubes window and click Next

2. You are now in the Build Your Initial Pivot Table window.  This window allows you to setup your initial view for analysis.  By simply clicking the ▼ in the row and column, you can choose what data you would like to display for your initial view.  Keep in mind, the field names correspond to the spreadsheet column headers.  Click Finish.  The pivot table grid and chart are now displayed.

 

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