eSMR dc pivot tool instructions ex10 jab...The Pivot Tool provides an easy to read table of data...

Post on 25-Sep-2020

4 views 0 download

Transcript of eSMR dc pivot tool instructions ex10 jab...The Pivot Tool provides an easy to read table of data...

Pivot Tool Excel 2010

Discharger Pivot Tool Excel 2010

2

Table of Contents

Chapter 1: Macro Security Settings ………………………………………. 3

Chapter 2: Installation ………………………………………………………. 7

Chapter 3: How to use ………………………………………………………. 10

The Pivot Tool provides an easy to read table of data points submitted through eSMR.

Dischargers use the tool to ensure their data is correct before final submission. When used in conjunction with the Limit Tool, instances of noncompliance are more readily

identified.

Chapters 1 and 2 will guide you through the installation. Once installed, the Pivot Tool

will be available through the excel toolbar.

Discharger Pivot Tool Excel 2010

3

Chapter 1: Macro Security Settings

Instructions:

1. Open Microsoft Excel.

2. Click on “File” and then click on “Options.”

Discharger Pivot Tool Excel 2010

4

3. Click on the “Trust Center” and then click on the “Trust Center Settings” button.

Discharger Pivot Tool Excel 2010

5

4. Click on “Macro Settings.”

5. Check “Disable all macros with notification” and “Trust access to the VBAproject” 6. Click the “OK” button.

Discharger Pivot Tool Excel 2010

6

7. Exit Excel (your updated security setting will take effect once Excel reopens).

Discharger Pivot Tool Excel 2010

7

Chapter 2: Installation

Instructions:

1. Open the Pivot Tool Installation Utility, 2. Notice the Protected View; click the “Enable Editing” button.

3. Notice the Security Warning; click the “Enable Content” button.

Discharger Pivot Tool Excel 2010

8

4. Click the “Install” button.

5. Click the “Yes” button.

6. Click the “OK” button.

Discharger Pivot Tool Excel 2010

9

In Excel 2010 the toolbar is now called Ribbon. If you scroll to the “Add-Ins” section of

the Ribbon you will find the “Pivot Tool” icon.

Discharger Pivot Tool Excel 2010

10

Chapter 3: How to use

The Pivot Tool can be used on data points exported from the eSMR “Data Summary” tab.

Before we start lets go over the basics. Open internet explorer and navigate to CIWQS.

(http://ciwqs.waterboards.ca.gov/). Enter your username and password then click the “Login” button. You are now at the Main Menu.

1. From the Main Menu click on “Submit/ Review a Self Monitoring Report”.

2. Click on the Order Number.

Discharger Pivot Tool Excel 2010

11

3. Click on the Report name.

4. Click on the “Data Summary” tab

Discharger Pivot Tool Excel 2010

12

5. Scroll to the bottom of the page, click “Export Results to Excel” [[or now you can

do it at the top of the page!!]]

Discharger Pivot Tool Excel 2010

13

6. Click the “Open” button.

7. A Security Notice will appear; click the “Open” button.

Discharger Pivot Tool Excel 2010

14

8. On the Protected View notification, click for more details.

Discharger Pivot Tool Excel 2010

15

9. On the Protected view details page, click on the “Edit Anyway” icon.

Discharger Pivot Tool Excel 2010

16

10. You must save the workbook to your computer (before running the Pivot Tool).

From the File menu, select “Save As.”

Discharger Pivot Tool Excel 2010

17

11. Click on the “All Data” worksheet (notice there are 3 worksheets).

Discharger Pivot Tool Excel 2010

18

12. Scroll to the “Add-Ins” section of the Ribbon and then click on the “Pivot Tool”

icon.

13. Click on the “All Data” button

Discharger Pivot Tool Excel 2010

19

Your pivot table is created! You may adjust the dropdown lists to narrow your results and

further analyze the data.