Selecting "Change Rows & Columns" from the gear menu brings a window where you can add and remove dimensions as row or column totals you are reporting by, and add or remove measures as fields you are reporting on.

1. The list of available fields appears in the top-left quadrant of this panel, and you can scroll down to see all the fields. The measures are listed first in bold italics, followed by the dimensions in alphabetical order
   • Drag any dimension to the top-right quadrant to aggregate columns on the basis of this dimension
   • Drag any dimension to the lower-left quadrant to aggregate rows on the basis of this dimension
   • Time-phase dimensions such as year, quarter or month (with variations for calendar, fiscal, cashflow time periods) all start with the word 'Time' to keep them together in the list so you can find them more easily
2. The left dimensions represent the row groupings, with major groups for the first listed attribute, then sub-groups for the next attribute and so on. For example this image shows cost of each WBS or work-package within each phase or option. If you dragged the WBS Code/Description field up abit and dropped it in the lower-left quadrant above phase, then the report would show the cost of each phase by WBS
   • To remove a left or row dimension drag it back to the list of available fields and drop it anywhere in the top left quadrant
3. The top dimensions represent the column groupings, with major groups for the first listed attribute, then sub-groups for the next attribute and so on. For example each direct/indirect cost type by or within each fiscal year. If you dragged Direct/indirect cost type and dropped it on top of fiscal year then the report would total up costs by fiscal year for direct followed by the costs by fiscal year for each indirect cost type in turn
   • To remove a top or column dimension drag it back to the list of available fields and drop it anywhere in the top left quadrant
   • It is not recommended to have more than two top dimensions as this results in too many columns to see properly
4. The lower-right quadrant is the list of measures you are reporting on. Often it is easier to just report on one single measure, but if you choose more than one measure you will get a separate column for each measure within each combination of top dimensions or columns
   • You can only drag fields which are measures (in bold italic) in the available field list to this lower-right quadrant
   • To remove a measure drag it out to the top-left quadrant and drop it anywhere on the list of available fields
   • Special measures such as unit cost and cost in source currency automatically select their currency or unit as another dimension. Unit cost selects the unit of measure, and cost in source currency selects the source currency code. The reason for this is you cannot sum up "apples and pears" for example adding 500 each to 12 oz, or adding $600 to £500. For that reason it is better when reporting on unit cost or cost in source currency to "report by" (i.e. have separate sub-totals for) the total quantity by unit of measure, or total cost by source currency
   • Refer to this link for more information on currencies and exchange rates
5. Always click "Apply & Close" to confirm your selection. While the pivot data may appear to adjust as you are dragging dimensions and measures around it is not accurate until you "Apply & Close" these settings. You can also save you settings either by:
   • Updating an existing view by selecting the menu option "Update" + current view name from the gear menu, or
   • Creating a new view, including a copy of an existing view, by selecting Create View from the gear menu and filling out the popup.

You can report on the cost or revenues in four currencies:

• Source document or price list/cost source currency
• Local or delivery organization currency for the WBS concerned (cost only)
• Company or group currency (proposal or project-wide - cost/revenue)
• Customer's currency (also proposal wide, applicable to external proposal cost/revenue).

You can report on the total hours (for labor estimates), the total quantity (for material, travel and other direct cost estimates) and the unit cost:

• The unit cost is the total cost divided by either the total hours (rate/hr for for labor estimates) or by the total quantity (for purchased material estimates)
• Unit cost uses a special "average" algorithm and may vary depending on the dimension attributes you select
• It does not make sense to attempt to display the unit cost for dimensions which total up cost across both labor and material estimates, because you cannot have a unit cost which is a mixture of rate/hr and cost/each.

You can slice and dice the data into rows or columns based on any of the following dimensions:

1. Account group or type - what kind of cost element this is e.g. labor, travel, overhead etc.
2. Assigned task for the estimate
3. Activity type - SAP activity type for labor estimates
4. Basis of Estimate (BOE) status - status of the estimate e.g. submitted, rework
5. Basis of Estimate WBS the assigned WBS for the cost is under
6. Control account WBS the assigned WBS for the cost is under
7. Company or segment
8. Contract type (e.g. FP, T&M etc.) for revenue, or cost type for cost - which indicates if this estimate is for labor (incl. make-part labor), purchased material, travel or other direct costs
9. Cost center - where costs are incurred
10. Cost element - GL account the cost or revenue would be posted to
11. Costing method - what strategy e.g. estimating method on product/service was used for cost estimates
12. Description - of the cost e.g. labor resource, material/similar-to, the trip or other direct cost description
13. Direct/Indirect cost type or price type - indicates if this is a direct cost, fringe, overhead or G&A cost or list price, pocket/invoice price etc.
14. Estimating source - the source of costs for this estimate
15. Formula - used for parametric estimates or indirect costs
16. Labor resource - group or pool for labor estimates
17. Local currency - what currency the local or estimating delivery organization is using
18. Material estimating method - what strategy was used for material cost estimates
19. Phase - of the program
20. Product code, Product Description or combination of both Product Code & Description of the BOM component for material estimates
21. Profit Center - owning this estimate
22. Proposal Line Item - the end item or proposal line item WBS costs or revenues are allocated to. The cost proposal line item or deliverable/asset is computed based on WBS/proposal line assignments
23. You can also report based on the end item or proposal line item deliverable product code, the line item or end item quantity or its unit of measure. This information is provided to download to Excel and then calculate the unit cost of one end item by dividing total cost for a proposal line item by that proposal line item's quantity
24. An indicator if you want to show cost, revenue, both or cost + equivalent time & materials (T&M) revenue calculated as hour x billing rate even on fixed price engagements or proposals. Remember there are also separate measures for cost vs. revenue
25. SBA Code - small business administration code for the vendor (for purchased material, other direct or subcontractor costs)
26. Similar to Part - for parts based on estimates of similar parts with cost history, this is the similar-to part number
27. Site - delivering the work or purchasing the material
28. Source currency - the currency the cost or revenue was originally costed or price in, e.g. historical purchase order currency code
29. Sub work-stream - of the WBS
30. Subcontractor - indicates if the cost estimate is for or from a major subcontractor
31. Supplier - providing purchased material, subcontractor work, travel or other direct costs
32. Supply country - the country of the supplier or of the delivery organization
33. Unit of measure - for the quantity e.g. Each
34. Version - of the proposal to compare versions. By default costs for the active proposal version are loaded
35. WBS the cost is allocated to. You can also report by WBS description or combination of WBS code + description together
36. Work-package which the assigned WBS is under
37. Work-stream

Also you can slice and dice the data into rows or columns based on time, i.e. when the costs are incurred. There are several time dimension options:

1. Calendar year when costs are incurred
2. Calendar month when costs are incurred
3. Calendar quarter when costs are incurred
4. Fiscal year when costs are incurred
5. Fiscal quarter when costs are incurred
6. Fiscal period when costs are incurred
7. Customer's fiscal year when costs are incurred - provided that you have maintained a fiscal year in the customer record
8. Customer's fiscal period when costs are incurred
9. Cashflow year - the calendar year when payments are to be made, based on either incurred date + payment terms or based on payment milestones
10. Cashflow month - the month when payments are anticipated to be made for all kinds of costs, material, labor, travel or other direct cost.

Time-based dimensions are grouped together in the list of dimensions because they all start with "Time:"

Finally if you created custom fields or tags in your proposal you can use tag values as dimensions to report your costs by.

Clicking on the tiny gear icon to the left of any dimension (left-side image below) or measure (central image below) or clicking on the gear in the top right of change rows & columns popup (right image below) brings a panel where you can control additional field reporting attributes, as follows:

1. Move the dimension around (similar to drag and drop)
2. Sort the pivot rows ascending or descending based on this dimension
3. Change the label for a measure
4. Change the alignment of the numbers in the report
5. Modify the sum to average, count etc.
6. Modify the overall layout from a more condensed or a more expanded format
7. Show or hide sub-totals and totals rows or columns and control whether the totals appear first or last.