Choose Dimensions and Measures
On the right side of the screen, you will see a list
of available dimensions and measure. If you
don't see it, click the icon immediately to the right
of the help icon (the question mark) on the toolbar of
the pivot table.
In addition to the dimensions listed above, each pivot
table contains the following dimensions:
Peril (type of coverage)
Channel (means of acquisition)
Each pivot table has the following measures:
Capped losses (per state regulations)
Claims closed without payment
Cumulative Amount Paid
Loss Ratio (incurred loss / earned premium)
Total number of claims
There are two ways to select dimensions and measures:
Drag and drop dimension names to the column and row
heading positions (where it says "Drop Column Fields
Here", "Drop Row Fields Here", "Drop Filter Fields
Here", and the measurements area, under the columns
Click each dimension and measure and use the "Add
to" button and position drop-down box to the right
of that button for each one.
To de-select a dimension or measure, just drag its
heading off the pivot table.
You can select more than one dimension rows, and more
than one for columns. This way, this is a form
of "drill down." Suppose you select Peril and
Use Type as the row dimensions. You could look
at a particular Peril and see the breakdown among
various Use Types, and the amount of each measurement
for these combinations. Again, just use the drop
down boxes to "drill" through the particular Peril.
Another type of drill down is not illustrated in our
demo, but is available. We can drill through
years to quarters within each year to months within
each each quarter. Or from State to County.
And so on.
You can look at your selected measures and the effect
of your selected dimensions through filters. For
instance, suppose you want to view the effect of use
type and peril on incurred loss and earned premium for
one state or just a few state. Make State a
filter field, and use the drop down button next to
"State" to select states.
You can also filter particular dimensions. For
any dimension you have added to your rows or columns,
use the drop down button next to the dimension name to
select particular values of that dimension.
Choose landscape or portrait by selecting the
radio button next to the icon that looks like a page
oriented as landscape or portrait. Then press
the PRINT PREVIEW or PRINT button.
If you get a message that Print or Print
Preview is not supported for "PivotList_ PrintVersion",
you need to download and install owchelper from
Microsoft. You can unzip the owchelper "exe"
file in any directory you choose and double-click the
html page it includes. The html page probably
won't work, but you will have activated owchelper and
can thereafter use our Print or Print Preview.
We haven't included this in the demo, but you can save
the combination of dimensions and measures on the
server and recall them, instead of making the same
choices every time you call us the pivot table.