Testing with pivot tables and they work very well as long as your data is clean. This basically means you want to use drop downs, radio buttons, currency fields...etc. to build your pivot tables. In order to build a pivot table I followed the directions on the following link, Pivot Table Instructions
. It was pretty easy once I started playing around with it.
If you have questions on working with the Excel pivot table you can always submit an incident to the support team by clicking on Contact at the top of your community page or email us at support.foundant.com