Dashboards > Pivot

Pivot

Pivot is an element of the dashboard, which is used to process, group and summarize data values by rows and columns of this table.

This chapter will cover the following:

To display the pivot element you should to add at least one data field in the Totals field. Element settings of the Pivot table is implemented in the element editor. To call the editor, you should:

Double-click the Pivot item;

Select the Pivot item, and select the Design command in the context menu;

Select the Pivot item, and, on the property bar, click the Browse button of the Columns property.

Information

Text formatting can be applied to the values of the current element.

Editor of the Pivot table

In the editor of the Pivot table, you can add elements with data and edit expressions for these elements, as well as adjust the top values of the element.

The Columns field indicates the data fields for the rows of this table;

The button is used to swap data fields between Columns and Rows fields.

The Row field indicates data fields for the columns of this table;

The button for changing orientation of the summary cells: by columns or rows;

The Summary field indicates the data fields for the resulting cells of this table;

The Expression field in which the expression of the selected data field is displayed.

The Top N parameter is used to customize the list of maximum or minimum values of the pivot table. The top values are set in the Top N values editor. To call the editor, click the Edit button in the current field. To reset the top values, click the Remove button in the current field.

Totals

At the intersection of the columns and rows of the pivot table you can see cells. A value from the corresponding cell of the data source will be added to this cell, i.e. the value from the data source cell formed at the intersection of the corresponding column and rows in the data source. Then, all values of each row and each column will be summed up and displayed in the resulting cells of the pivot table. Also, in the Totals field you can specify several data fields. In this case, cells will be added to the pivot table both for the first data field and for the second one.

Rows

This field of the pivot table indicates the data fields which values will form the rows of the pivot table. Also in this field you can specify multiple items. In this case, the data fields must be related with each other, because the values of the top data field in this field are "predecessor" for the values of the lower data field. For example, if the top data field contains a list of categories, and the bottom contains a list of products.

In this case, in the pivot table, each category will be a separate line in the pivot table. However, each category will contain its own list of products that will form the rows of the pivot table within that category.

Columns

This field of the pivot table indicates the data fields which values will form the rows of the pivot table. Also in this field you can specify multiple data fields. In this case, the data fields must be related to each other, because the values of the top data field in this field are "predecessor" for the values of the lower data field. For example, if the top data field contains a list of categories, and the bottom contains a list of products.

In this case, in the pivot table, each category will be a separate column in the pivot table. However, each category will contain its own list of products that will form the columns of the pivot table within that category.

List of properties

The list shows the name and description of the properties of the element which you may find in the properties panel of the report designer.

Name	Description
Cross-Filtering	It allows you to enable or disable the cross-filtering mode for the current element.
Data Transformation	Customizes the data transformation of the current element.
Group	Adds the current item to a specific group of items.
Back Color	Changes the background color of the element. By default, this property is set to From Style, i.e. the color of the element will be obtained from the settings of the current element style.
Border	A group of properties that allows you to customize the borders of the element - color, sides, size, and style.
Style	Selects a style for the current element. The default it is set to Auto, i.e. the style of this element is inherited from the style of the dashboard.
Enabled	Enables or disables the current item on the dashboard. If the property is set to True, the current item is enabled and will be displayed when previewing the dashboard in the viewer. If this property is set to False, this element is disabled and will not be displayed when previewing the dashboard in the viewer.
Interaction	Sets interaction of the current element.
Margin	A group of properties that allows you to define margin (left, top, right, bottom) of the value area from the border of this element.
Padding	A group of properties that allows you to define padding (left, top, right, bottom) of the columns from the range of values.
Title	A group of properties that allows you to customize the title of the element: The Back Color property provides the ability to change the background color of the title of the current item. By default, this property is set to From Style, i.e. the background color will be obtained from the style settings of the current element. Fore Color allows you to change the text color of the title of the current item. By default, this property is set to From Style, i.e. the text color of the title will be obtained from the settings of the current element style The group property Font that allows you to define the font family, its style and size for the title of the current element. The Horizontal Alignment property provides the ability to change the title alignment relative to the element - Left, Center, Right. The Text property is used to set the title text of the current element. The Visible property is used to enable or disable displaying of the title of the current item. If the property is set to True, then the element title will be included. If this property is set to False, then the element header will be disabled.
Name	Changes the name of the current element.
Alias	Changes the alias of the current item.
Restrictions	Configures the permissions to use the current item in the dashboard: The Allow Change option enables or disables changes of the element. If checked, the current item can be changed. The Allow Delete option enables or disables the deletion of an element. The Allow Move option allows or prohibits moving an element. The Allow Resize option enables or disables resizing of an element. The Allow Select option enables or disables the element selection.
Locked	Locks or unlocks resizing and movement of the current element. If the property is set to True, the current element cannot be moved or resized. If this property is set to False, then this element can be moved and resized.
Linked	Binds the current location to the dashboard or another element. If the property is set to True, then the current item is bound to the current location. If this property is set to False, then this element is not tied to the current location.
Data field properties:
Expression	It allows you to specify an expression for a selected data field.
Horizontal Alignment	It allows you to define horizontal alignment of a selected data field.
Label	It allows you to change a name of a selected data field.
Show Total	It allows you to enable or disable the display of total cells for rows or columns. Accordingly, the property is available only for data fields from the rows or columns of the pivot table.
Size	The group of properties that allows you to define the size of cells, their range, from min to max size and enable the word wrap mode, if needed.
Text Format	It allows you to set text format for the values of a selected data field.
Total Label	It allows you to change the header of a total column or row. Accordingly, the property is available only for data fields from rows and columns of a pivot table.