Acumatica 2019 R2 -  Dashboard Pivot Tables and Conditional Formatting

Pivot tables are tremendous time savers by letting users quickly summarize large amounts of data into useful reports. Now in Acumatica ERP 2019 R2, pivot tables can be displayed on dashboards using the Pivot Table Widget. Also, Conditional Formatting for dashboard table widgets provides the option of specifying the style of rows or columns, including the use of formulas

In Acumatica ERP, you can use pivot tables to reorganize and summarize data from generic inquiries and analyze it from various perspectives. This capability is useful when you have large amounts of data in the generic inquiry and you need to build aggregate reports based on this data. For example, suppose that you have a generic inquiry that lists open sales orders and contains the following information: order date, customer name, order number, order quality, order total sum, and order status. If you want to see number of open orders by each customer and the overall total per customer, you build a pivot table that includes this data.

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