Kicking up Business Intelligence Data in ACT!

Starting with ACT version 2012, you can now create some informative Excel pivot tables using what is called a Star schema.  The data goes after histories and opportunities. Two tables are created.  It’s a bit complicated to set up, but once done you can start to do some sophisticated drill downs in Excel to show history records.  Here’s a screen shot of one pivot table I just created. The one below is using the Opportunities table. Here’s what I was able to produce in