Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Pivot ivot Tables 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 comparasing. The data is aggregated, grouped, and analyzed basing on two metrics.

Tip

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


Image AddedTo create a Pivot Report with the Report Designer, navigate to the Reports → Create a Report, and

Create a pivot table report


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

Panel
titleTo create a bar report, follow the steps below:
Info

Click Next or the tabs of the Report Designer to navigate. This navigation is only available after filling in the mandatory fields.

On the Data tab
  1. Navigate to the Reports → Create New.
  2. On the Data tab, fill in the mandatory fields: 
Report name - enter
    • Name – enter the desired name;
Table - select
    • Table – select the table you
need
    • want to use as a source.
  • On the Type tab, select Pivot report option and click Next.
  • On the Configure tab, customize the Pivot report.
  • Click Update to generate your report.
  • Click Next to customize the report style.
  • On the Style tab, configure the Pivot report style. 
  • Click Update to apply the style changes.
  • Click Save.
    1. Click Next or the Type tab to continue.
    2. On the Type tab, click the Pivot table icon:
      Image Added
    3. Click Next or the Configure tab.
    4. Fill in the mandatory fields and configure the data, then click Refresh to generate a report.

      Note

      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.


    5. Customize the style of the report created, and click Refresh.
    6. Click Save.
    Info

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



    Configure the data 
    Anchor
    configure the data pivot report
    configure the data pivot 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.

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

    The Configure tab fields 
    Anchor
    configure tab fields pivot report
    configure tab fields pivot report

    FieldMandatoryDescription
    ColumnYSet the desired table column as a column for the pivot table report.
    RowYSet the desired table column as a row for the pivot table report.
    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

    Configure a Report

    Fill in these fields to configure your report in a way you want.

    FieldDescriptionRowSet a desired table column as a row for pivot report.ColumnSet a desired table column as a column for pivot report.Aggregation type

    Select a type of the numeric data aggregation from one of these options:

  • Average;
  • Count;
  • Count distinct - counts
    • the number of unique values of the column
    set in the Aggregation column;
    • .
    • Sum – counts the sum of the numeric data values in this table column.
    Info

    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
  • Sum.
  • Aggregation column

    Select a table column with numeric values for data aggregation.

    Groups limit
    Info

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


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

    Select this checkbox

    on

    to show the data groups not included in Groups

    limit

    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 
    Anchor
    customize the style pivot table
    customize the style pivot table


    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
    StyleReport widthDrilldown list layoutSelect the list layout of the report data.
    FieldMandatoryDescription
    Drilldown List LayoutN

    Use this option to configure the view of the data slice drilled down. Click the magnifier icon Image Added to 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 PrecisionN

    Define how many numbers should be displayed after the point of numeric data values in your chart.

    Info

    This field appears when the Aggregation Type field in the Configure tab contains Sum or Average.


    Title 
    FieldMandatoryDescription
    Report Title Show TypeN

    Select 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 Image Added to 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.


    Table of Contents
    maxLevel3
    absoluteUrltrue
    classfixedPosition
    printablefalse
    Table of Contents
    classfixedPosition