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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, click the Pivot icon of the Other category:
  5. Click Next.
  6. Fill in the mandatory fields and configure the data, then click Refresh to generate a report.
  7. Customize the style of the report created, and click Refresh.
  8. Click Save.
Info

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



Configure the data

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 the data aggregation with one of these 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 column

Select a table column with numeric values for data aggregation.

Info

The Aggregation Column is only available if the Aggregation type option is not Count.


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 is specified.


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


Customize the style

You can configure the report look and multilevel pivot 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 Style
Drilldown list layout

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

Info

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


Decimal precisionSet the number defining how much numbers should be displayed after the point of numeric data values in your chart.
Title Style
Report title show type

Set the type for the report title showing. Select one of the options:

  • Never.
  • Report only.
  • Always.
Report titleEnter the title of the report you create. 
Report title sizeEnter the number of points to set the size of the report title.
Report title colorSelect the color of the report title.
Title alignment

Set the alignment of the chart title selecting one of these options:

  • Left Top;
  • Left Middle;
  • Left Bottom;
  • Right Top;
  • Right Middle;
  • Right Bottom;
  • Center Top;
  • Center Bottom.
Title boldSwitch this checkbox on to make the chart title bold.


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