Pivot Table

Question

Define the term, give examples, and state why the concept is important to managers

• Electronic Spreadsheets Tools

18. Pivot Table

Pivot Table

Is the table that make easy to arrange and summarize complicated data and drill down on details. Examples are spreadsheets and business intelligence software. (Jane P. Laudon, 12th edition, pg 471 -475).

Case studies FINCA INTERNATIONAL IN TANZANIA ISSG Excel/2007 Pivot table in analyzing and summarizing a huge data.

The concept is important to Managers in decision making through analyzing and summarizing data as follows:

• Portfolio report analysis; that is to scrutinize and summarize portfolio at Risk, Number of client’s in Tanzania, Disbursement Report, Arrange loan outstanding as well as Growth rate these are done through Pivot table in management Report.

• Saving report analysis; Saving Managers use the Pivot table to identify saving balance, number of client’s, Account’s status that is Active, dormant, closed as well as Average savings balance. This help to make decisions on a proper time concerning the business.

• M-PESA WALLET Report analysis; The channel deliver line Managers use the Pivot table to identify the number if client’s who does repayment through M-PESA as well as Pivot table used by Managers to analyze client data and smoothen process of allocating each savings deposited to individual client’s on daily basis.

• Trial Balance analysis; financial statement; Through Pivot Table, Management accountant can summarize and present reports to management team.

• Evaluation Performance analysis; Pivot table help Human resource Managers to know the level of all staff performance in certain period of time, in specific Region or Branch in order to make decision on staffing, retirement plan, bonus.