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Pivot Reports represent your data in a table view with aggregating, grouping, and analyzing using more than two metrics as columns and cells for your chart. This report type is extremely useful for issues of comparing, summarizing, and counting a large amount of data.
Create a multilevel pivot report
Use Report Designer to create, configure, and style multilevel pivot reports.
- Navigate to the Reports → Create a Report.
- 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.
- Click Next or the Type tab to continue.
- On the Type tab, click the Multilevel Pivot icon of the Multidimensional Reports category:
- Click Next.
- Fill in the mandatory fields and configure the data, then click Refresh to generate a report.
- Customize the style of the report created, and click Refresh.
- Click Save.
To open the saved report, navigate to the Reports → All reports menu 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 report.
To configure a report, follow the steps below:
- On the Configure tab, specify the report dataset.
- Click Refresh to build the report.
- Click Save to save the report.
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
Field | Description |
---|---|
Rows | Set desired table columns as rows for the Multilevel Pivot report. |
Columns | Set desired table columns as columns for the Multilevel 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:
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. The Aggregation Column is only available if the Aggregation type option is not Count. |
Groups limit | Set 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. 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 score colors in any way you want with the style settings.
To customize a report style, follow the steps below:
- On the Style tab of your report, configure the settings.
- Click Refresh to apply the changes.
- 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 See Personal list layout if you want to configure the list view as you like. |
Decimal precision | Set 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:
|
Report title | Enter the title of the report you create. |
Report title size | Enter the number of points to set the size of the report title. |
Report title color | Select the color of the report title. |
Title alignment | Set the alignment of the chart title selecting one of these options:
|
Title bold | Switch this checkbox on to make the chart title bold. |
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