Pivot Tables Reports represent your data in a table view. The data is aggregated, grouped, and analyzed basing on more than two metrics (as columns and cells for your chart).

This report view is useful for issues of comparing, summarizing, and counting a large amount of data.


Create a multilevel pivot table report

Use Report Designer to create, configure, and style multilevel pivot tables reports.

To create a bar report, follow the steps below:
  1. Navigate to the Reports → Create New.
  2. On the Data tab, fill in the mandatory fields: 
    • Name – enter the desired name.

    • Table – select the table you want to use as a data source.

  3. Click Next or the Type tab to continue.
  4. On the Type tab, click the Multilevel Pivot table:
  5. Click Next or the Configure tab.

  6. Fill in the mandatory fields and configure the data, then click Refresh to generate a report.

    The Report Designer can stop the report generating if there is a large amount of data to display. Use the Condition Builder to limit the data sampling or try another type of report.

  7. Customize the style of the report created, and click Refresh.
  8. Click Save.

To open the saved report, navigate to Reports → All Reports and select one from the list.


Configure the data 

On the Configure tab, use settings to specify the maximum and minimum scale values of your multilevel pivot table report.

To configure a report, follow the steps below:

  1. On the Configure tab, specify the report dataset.
  2. Click Refresh to build the report.
  3. Click Save to save the report.

Use the Condition Builder to establish additional conditions for data filtering and grouping.

  1. Click the icon to open the Condition Builder.
  2. Set the filters.
  3. Click Refresh to apply changes.

The Configure tab fields

FieldMandatoryDescription
ColumnsYDefine desired table columns as data source for the Multilevel Pivot table report columns.
RowsYDefine desired table columns as data source for the Multilevel Pivot table report rows.
Aggregation TypeN

Select the data aggregation to create combined datasets for data processing. Available options:

  • Average – counts an average number of the column values. 
  • Count – counts a number of entries.
  • Count Distinct – counts the number of unique values of the column.
  • Sum – counts the sum of the numeric data values in this table column.

The Sum and Average settings make sense if the aggregation column keeps the numeric data.

The aggregation option selected is applied to the table column set in the Aggregation Column field.

Aggregation ColumnN

Select a table column with numeric values for data aggregation.

The Aggregation Column is only available if the Aggregation Type option is Average, Count Distinct, Sum.

Groups LimitNDefine the limit of the data groups shown in your report with a particular number in this field.
Show Rest as OtherN

Select this checkbox to show the data groups not included in Groups Limit as one.

The Show Rest as Other is only available if the Groups Limit option is specified.

Customize the style 

You can configure the report look and multilevel pivot table score colors in any way you want with the style settings. 

To customize a report style, follow the steps below:

  1. On the Style tab of your report, configure the settings.
  2. Click Refresh to apply the changes.
  3. Click Save to save the report.

Add title and customize the data list and table views with the settings below.

The Style tab fields

General
FieldMandatoryDescription
Drilldown list layoutN

Use this option to configure the view of the data slice drilled down. Click the magnifier icon  to select the desired list view of the source table.

See Personal list layout if you want to configure the list view as you like.

Decimal PrecisionNSet the number defining how much numbers should be displayed after the point of numeric data values in your chart.
Title
FieldMandatoryDescription
Report Title Show TypeN

Set the type for the report title showing. Available options:

  • Never
  • Report Only
  • Always.
Report TitleNSpecify the title of the report you create. 
Report Title SizeNSpecify the number of pixels to set the size of the report title.
Report Title ColorN

Select the color of the report title. Click the magnifier icon  and, in the window appeared, select one of the available colors.

Title AlignmentN

Select the alignment of the report title. Available options:

  • Left Top
  • Left Bottom
  • Right Top
  • Right Bottom
  • Center Top
  • Center Bottom.
Bold TitleNSelect this checkbox to make the chart title bold.

  • No labels

© 2019-2023, SimpleOne

https://simpleone.ru