This document provides instructions for creating a pivot table and chart from a CSV spreadsheet to summarize data by location and period. The steps are: 1) Run a report to a CSV spreadsheet and name sheets by location. 2) Highlight data and create a pivot table placing location, period, and numbers in columns, rows, and values. 3) Change the date format in the pivot table to show month and year. 4) Create a pivot chart and add data labels and a title.

1. Pivot Tables
Log onto NetSuite and use the appropriate Profile.
Reports tab
 Saved Searches
 All Saved
 Choose report you would like to run.
Add the report to your Shortcuts of the home screen for that account so that you
won’t have to search for it in the future. This will also ensure that you are under the correct profile
to bring up all of the information needed for the report.
Change the filter settings to accommodate the dates and location/s you will need (Middleton & San Jose).
Run the report to a CSV spreadsheet.
In the CSV spreadsheet you will change the name to the location, either Middleton or San Jose.
 If you type the name in the first cell you want to change and then double click on the corner of that
cell a “+” symbol will appear and will copy the name all the way down the column. (Make sure that
the column is wide enough to accommodate the change or it will not copy down the spreadsheet).
There must be a “Period” column included in the spreadsheet or the pivot table will not work.
Highlight all of the cells that have data in them. (Do NOT highlight the whole spreadsheet or the pivot chart
will not reflect any changes made to the pivot table).
Click on the Create Pivot Table button at the top of Excel under the Insert tab.
 On the right bottom of the screen you will configure the pivot table by placing the following in the
corresponding quadrant:
o Location Columns
o Period  Rows
o Number  Values (count NOT sum)
Now that the table is created we need to change the date format to reflect the month and year instead of the
month, day, and year.
 Highlight the “period” column on the pivot table by clicking above the top of the first cell.
 Under the “Home” tab you will select “Field Settings”
 Scroll down to “Custom”
 Select the “Date” category
 Select the “Mar-12” format
Now you can create your Pivot chart.
 Under the “Analyze” tab click “Pivot Chart”
 Change the chart by going to the “Design” tab
 Add data labels by clicking on the green “+” next to the chart
o Choose the “Center” option
 Repeat this step to add a title to the chart.