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Pivot Reports represent your data in a table view with aggregating, grouping, and analyzing using two metrics as row and column for your chart. This report type is extremely useful for issues of comparing, summarizing, and counting a large amount of data.

Create a pivot report

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

Panel
titleTo create a bar report, follow the steps below:
  1. Navigate to the Reports → Create a Report.
  2. On the Data tab, fill in the mandatory fields: 
    • Report name - enter the desired name;
    • Table - select the table you want to use as a source.
  3. Click Next or the Type tab to continue.
  4. On the Type tab, select the Pivot report option and click Next.
  5. Configure a report and click Refresh to generate a report.
  6. Customize a style of the report created, and click Refresh.
  7. Click Save.
Info

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



Configure a 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.
Info

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

Click the icon to open the Condition Builder, establish your conditions, then click Refresh to apply changes.

The Configure tab fields

FieldDescription
RowSet the desired table column as a row for the pivot report.
ColumnSet the desired table column as a column for the pivot report.
Aggregation type

The data aggregation allows preparing the combined datasets for data processing according to the user needs.

Select a type of numeric data aggregation with one of these options:

  • Average - counts an average number of the column values. 
  • Count - counts a number of the column values.
  • 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 aggregation option selected is applied to the table column set in the Aggregation column field.

Aggregation column

Select a table column with numeric values for data aggregation.

Info

The Aggregation Column is only available if the Aggregation type option was specified.


Groups limitSet the limit of the data groups shown in your report with a particular number in this field.
Show rest as other

Set this checkbox on to show the data groups not included in Groups limit as one.

Info

The Show rest as other is only available if the Groups limit option was specified.


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

Customize a style

To customize a report style, follow the steps below:

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


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