In this article:
1. Accessing the Pivot View
2. The Pivot View Menu
3. Pivot View Configurations
3.1 Configurations for the Table and Tree Modes
3.2 Configurations for the Chart View
4. Additional Information about the ‘Values’ Field Operators
1. Accessing the Pivot View
The Pivot view is only available for reports from the Reporting tool, which you can find next to the Admin Panel icon in the upper right corner of the Businessmap interface.
2. The Pivot View Menu
When you open up the pivot view, you will see the following window:
(1) Configure results menu
This menu lets you select the information you want to show in the report you would be building. You can choose all the parameters you want to be displayed in the table.
(2) Display Mode
There are 3 report display modes: Table, Tree, and Chart:
- In the Table mode, information is displayed as a pivot table.
- In the Tree mode, information is displayed as a hierarchical structure.
- In the Chart mode, information is displayed in the form of diagrams.
(3) Configure Pivot
This menu opens up the Pivot Configuration Menu, where you will find all the different configurations for the Pivot view.
(4) Reset and Export Options
Here you choose what to do with the report you generated:
- Reset report — this will revert the report back to its default settings (they are different for every report).
- Export to PDF — export your report to a PDF file
- Export to Excel — export your report to an Excel sheet
- Export to CSV — export your report to a CSV file
- Export to PNG — export your report to a PNG file
Note: When you are switching between views, your report settings will be preserved. However, if you close the reporting tool and reopen it, the system will load the report's default settings.
3. Pivot View Configurations
3.1 Configurations for the Table and Tree Modes
In the Rows/Columns/Filters Settings, you can:
- add new rows/columns/filters with the "Add row"/”Add column”/”Add Filter” button
- remove rows/columns/filters using the delete icon opposite the selector
- change the order of rows/columns/filters by drag and drop.
In the Values Settings, you can:
- add new values with the "Add Value” button
- remove values using the delete icon opposite the selector
- change the order of values by drag and drop.
- set the value’s operator for the data, which will be displayed in the cell of the value column from the drop-down list. *read more about the value operators in this section
- set functions that will be applied to all data in the value column of the table by selecting the desired one from the dropdown list.
In the Table Settings, you can:
- highlight the minimum values of the rows using the "Min X" selector
- highlight the maximum values of the rows using the "Max X" selector
- highlight the minimum values of the column using the "Min Y" selector
- highlight the maximum values of the column using the "MaxY" selector
- manage the table footer
- manage column(s) with totals for each value
3.2 Configurations for the Chart View
In the Values Settings, you can:
- add new values with the "Add Value” button
- remove values using the delete icon opposite the selector
- change the order of values by drag and drop
- set the value’s operator for the data, which will be displayed in the cell of the value column from the drop-down list. *read more about the value operators in this section
- set functions that will be applied to all data in the value column of the table by selecting the desired one from the drop-down list
- set color for each of the values
In the Group By settings, you can select one of the parameters by which the data can be grouped from the dropdown.
In the Filters Settings, you can:
- add new filters with the ”Add Filter” button
- remove filters using the delete icon opposite the selector
- change the order of filters by drag and drop
In the Chart Settings, you can:
- set the chart type from the following: bar, line, radar, area, spline, spline area, pie, and donut
- add axis titles
- choose a scale color
4. Additional Information about the ‘Values’ Field Operators
The following operators are available for all views of the pivot chart:
- sum – sum of all values (used by default)
- min – minimum value
- max – maximum value
- avg – average value
- wavg – weighted average value
- count – number of values
- any – any value
- complex - works with compound expressions and applies custom functions*
*With the complex function field, you can write your own compound expressions and visualize them in the pivot. A common example would be to multiply the value by a certain amount, for example VALUE*10.