The Pivot Table editor window allows you to specify the appearance and behaviour of pivot tables that have been added to your dashboard tabs.
A pivot table is a tabular representation of data that can automatically sort, count, total or give the average of data quickly creating unweighted cross tabulations.
The Pivot Table editor window consists of the following tabs;
Allows you to define the data that will populate the pivot table.
Allows you to specify if totals are included in the pivot table, and how they are calculated.
Allows you to specify settings that will govern the appearance of the pivot table.
Allows you to specify the numeric format used to display numbers in the dashboard object.
Allows you to add and define a drill down for the pivot table
Allows you to define alerts for your pivot table
Pivot Table - Data
The Pivot Table editor window Data tab allows you to specify the data that will be used to render your pivot table.
Follow the steps below to specify the data;
First select the Query data set that you wish to base your dashboard object;
Then Select a Calendar if required. ( see here for an explanation of Calendar's )
If you wish to, press the filter button to apply a filter to your data set;
Next, add the row and column groupings you require. You can do this by selecting the appropriate available column and pressing the add button to the left of the row(s) list or the add button to the left of the column(s) list, or simply dragging columns from the available columns list to the row(s) list or column(s) list.
If you wish to, you can change the way group values are grouped, sorted and displayed by selecting the group options button to open the group options window.
Next, select which Metric ( ) summary columns you require.
For each summary column, select the summary operation you wish to be applied. Distinct count is the number of distinct values in the column for the group selected.
Pivot Table - Totals
For information on the Totals Tab see Dashboard Object Definition - Totals
Pivot Table - Appearance
The Pivot Table editor window Appearance tab allows you to specify settings that will govern the appearance of the pivot table.
Follow the steps below to specify the appearance of your dashboard object;
Enter a title for the pivot table.
Pivot Table - Numeric Format
The Pivot Table editor window Numeric Format tab allows you to specify the numeric format used to display numbers in the pivot table.
Follow the steps below to specify the numeric formats on your pivot table;
You can specify a different numeric format for each summary value in the pivot table. As such, you need to select which summary you are specifying the details for.
Next, select the maximum number of decimal places you want to show. If your values are currency values, select force trailing zeros.
Finally, if you require it, select a currency symbol (value that will be displayed before your numeric values). If the value you want is not in the list, select other and enter your desired value. You can also enter a number suffix, a string that will be displayed after numeric values.
Pivot Table - Drill Down
For information on the Drill Down Tab see Dashboard Object Definition - Drill down
Pivot Table - Alerts
For information on the Drill Down Tab see Dashboard Object Definition - Alerts