Visualizations → Pivot Table
About a Pivot Table visualization
A Pivot Table visualization provides a tabular view of data with the ability to summarize, sort, and group large quantities of data. Using a Pivot Table, you can transform columns into rows and rows into columns.
A Pivot Table visualization is ideal for displaying both nominal or ordinal data as a table. Nominal data is categorical.The categories are arbitrary labels without numerical significance that function to describe calculated values. Ordinal data has a natural sequence where the distinct (and often numerical) order functions to categorize the calculated values.
With three possible dimensions, a Pivot Table visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is a Pivot Table on a dashboard tab that shows:
- a row
- a column
- a measure as a vertical column
The distinction between a Pivot Table visualization and a Pivot Table insight is that an insight is an instance of the visualization. As an instance, a Pivot Table insight has unique configurations that a dashboard developer determines for displaying a Pivot Table on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a row and/or column.
Configurations for a Pivot Table insight
A dashboard developer first selects a Pivot Table visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the Pivot Table appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the Pivot Table.
The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.
Each pill has configurable properties. The parent tray determines the available properties of a pill.
The available trays for a Pivot Table insight are:
A Pivot Table insight requires at least one measure pill.
Row
From the Data panel, you can add a column or a formula to the Row tray. The Pivot Table insight plots the first pill in the Row tray. The pill ordering in the Row tray defines the following:
- The first pill is the initial row
- The other pills define an order of user interactions that allow a dashboard consumer to drill down into the next row and in doing so, also create one or more dashboard runtime filters
For example, if you add two attributes to the Row tray such as Year and Quarter, you can filter by one year, and drill down to quarters of this year.
Column
From the Data panel, you can add a column or a formula to the Column tray. Each pill in the Column tray is a filterable column for the insight.
A column introduces a Filter by menu as a user interaction for the Pivot Table. With the Filter by menu, a dashboard consumer selects to filter the dashboard by:
- a row and a column
- a row
- a column
The pill ordering in the Column tray defines the following:
- The first pill is the initial column
- The other pills define an order of user interactions that allow a dashboard consumer to drill down into the next column and in doing so, also create one or more dashboard runtime filters
For example, if you add two attributes in the Column tray such as Category and Product, you can filter one Category, drill down to the products in that category, and view the data.
Measure
To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.
A Pivot Table insight shows the measure pill as a column.
You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.
Individual Filter
To filter individual rows for the Pivot Table insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.
You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.
To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.
Aggregate Filter
You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.
To create a filter expression, add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.
Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.
To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.
Pill properties
The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:
- Row pill properties
- Column pill properties
- Measure pill properties
- Individual filter properties for a filter expression
- Aggregate filter properties for a filter expression
You can edit the properties of a row, column, or a measure pill with the Properties panel for a Pivot Table insight.
In order to create a filter expression, you can edit the properties of an individual filter with the Filter panel.
In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel in order to create the filter expression.
To open the Properties panel or Filter panel, select the pill arrow.
Row pill properties
Here are the properties for the a pill in the Row tray in a Pivot Table insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Row tray. |
| Formula | text box | When you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the Row tray. |
| Data → Column Label | text box | Enter the label for the row |
| Data → Show Subtotal | toggle | Enable this property to include a row subtotal at the top of the insight. This option is only available for the first pill in the Row tray. |
| Data → Date Part | drop down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Hierarchy | toggle | This option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship). Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column. |
| Hierarchy → Level | text box | Enable Hierarchy to configure this property. Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter "-1" to include all levels. |
| Data → Sort By | drag and drop | Drag and drop the a column or formula to sort the Pivot Table by |
| Format | select | Select the format of the row (e.g. MM/dd/yyyy) |
| Format → Date Mask | text box | Enter a customized date format or select a predefined one to appear in this text box |
| Format → Quarter/Month Format | drop down list | Select the format of the date column. The options are: ● No Format ● Prefix ● Short ● Long. This property is available only when you set Date Part to Quarter or Month. |
| Drill Down → Dashboards Drill down | link | Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the row value in the insight |
| Add Dashboard → Include Runtime Filters | toggle | Enable this property to pass a filter from one dashboard to another |
| Add Dashboard → Search Dashboard | text box | Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to. |
Column pill properties
The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.
Here are the properties for the a pill in the Column tray in a Pivot Table insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Column tray. |
| Formula | text box | When you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the Column tray. |
| Data → Column Label | text box | Enter the label for the Column |
| Data → Show Subtotal | toggle | Enable this property to include a column subtotal at the left of the insight. This option is only available for the first pill in the Column tray. |
| Data → Date Part | drop down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Hierarchy | toggle | This option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship). Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column. |
| Hierarchy → Level | text box | Enable Hierarchy to configure this property. Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter "-1" to include all levels. |
| Data → Sort By | drag and drop | Drag and drop the a column or formula to sort the Pivot Table by |
| Format → Quarter/Month Format | drop down list | Select the format of the date column. The options are: ● No Format ● Prefix ● Short ● Long. This property is available only when you set Date Part to Quarter or Month. |
Measure pill properties
The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.
Here are the properties for the pills in the Measure tray in a Pivot Table insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Measure tray. |
| Formula | text box | When you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the Measure tray. |
| Data → Column Label | text box | Enter the label for the measure |
| Data → Date Part | drop down list | When the selected column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Data → Aggregation | drop down list | Select the aggregation option for the measure values. The available options vary. The options are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● Formula ● None |
| Data → Scale | drop down list | Select the chart scale. The options are: ● None (default) ● Percent (%) ● Thousands (K) ● Millions (M) |
| Data → Filter | drag and drop | Drag and drop a column or formula to filter the measure |
| Format | select | Select the format of the measure (e.g. Dollar Rounded) |
| Format → Decimal Places | text box | This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the measure value |
| Format → Thousands Separator | toggle | This property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater |
| Format → Conditional Formatting | link | Select + Add Conditional Format to change the color of a data point based on its value |
| Conditional Formatting → Operator | drop down list | Select the operator to use in the conditional formatting rule |
| Conditional Formatting → Value | text box | Enter the threshold value of the conditional formatting rule |
| Conditional Formatting → Background | select | Select the background color to apply when the conditional formatting rule is true |
| Conditional Formatting → Text Color | select | Select the text color to apply when the conditional formatting rule is true |
| Drill Down → Dashboards Drill down | link | Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the measure value in the insight |
| Add Dashboard → Include Runtime Filters | toggle | Enable this property to pass a filter from one dashboard to another |
| Add Dashboard → Search Dashboard | text box | Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to. |
| Advanced → Base Field | drag and drop | Drag and drop the column to join two tables that are not directly joined |
| Advanced → Query Plan | button | Select this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure |
Individual Filter properties for a filter expression
To filter individual rows for the Pivot Table insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.
Individual Filter properties for a filter expression with a column as a pill
Here are the properties for a filter expression for a column as a pill in the Individual Filter tray for a Pivot Table insight:
| Column fully qualified name | label | The fully qualified name of the selected column. |
|---|---|---|
| Data → Column Label | text box | Enter the label for the measure |
| Date Part | drop down list | When the filter column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Operator | drop down list | Select the operator to use in the filter criteria |
| Values | multi-select | Select the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +. |
| Advanced → Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Individual Filter properties for a filter expression with a formula as a pill
Here are the properties for a filter expression for a formula as a pill in the Individual Filter tray for a Pivot Table insight:
| Property | Control | Description |
|---|---|---|
| Formula label | label | The formula label |
| Data → Column Label | text box | Enter the label for the measure formula |
| Formula → Dynamic | toggle | Enable this property to select a filter expression session variable as a value |
| Formula | text box | Disable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression. |
| Operator | drop down list | Select the operator to use in the filter criteria |
| Values | multi-select | Select the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True. In the case that you enable Dynamic, select a filter expression session variable. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +. |
| Advanced → Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Aggregate filter properties for a filter expression
You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.
Aggregate filter properties for a filter expression with a column as a pill
Here are the properties of a filter expression for a column as a pill in the Aggregate Filter tray for a pivot table insight:
| Property | Control | Description |
|---|---|---|
| Column fully qualified name | label | The fully qualified name of the selected column. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name. |
| Column Label | text box | Enter the name of the aggregate filter pill |
| Date Part | drop down list | When the filter column is a date or timestamp, select the part of the date used. The options are: ● Full (default) ● Year ● Quarter ● Month ● Day |
| Aggregation | drop down list | Select the aggregation function to use in the filter. The available aggregation functions are: ● Average ● Count ● Distinct ● Median ● Min ● Max ● Sum ● None Available aggregations vary according to the column data type. |
| Operator | drop down list | Select the operator to use in the filter expression |
| Values | text box | Enter one or more values to use in the filter expression |
| Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Aggregate filter properties for a filter expression with a formula as a pill
Here are the properties of a filter expression for a formula as a pill in the Aggregate Filter tray for a pivot table insight:
| Property | Control | Description |
|---|---|---|
| Column Label | text box | Enter the label of the aggregate filter formula pill |
| Formula | text box | Enter the formula in the Formula Builder to create the filter expression |
| Disable Filter | toggle | Enable this property to disable the filter. Disabled filters are deleted when you save the insight. |
Settings panel
With the Settings panel, you can configure additional properties for the Pivot Table insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action bar.
| Property | Control | Description |
|---|---|---|
| General → Page Size | text box | Enter the number of rows per page |
| General → Max Rows Limit | text box | Enter the maximum number of rows to include in the table |
| General → Auto Refresh | toggle | Enable this property to automatically update the insight when the underlying data is updated |
| General → Dynamic Measures | toggle | Enable this property to have the dashboard render a specified measure. This feature is useful when the table has more than one measure |
| Dynamic Measures Default | drop down list | Select a measure to render in the Pivot Table insight. This will create a simplified view for the user. |
| General → Data Sampling | toggle | Enabled by default. This property allows using a sample of the insight query result set, rather than the whole query result set to create the insight. Disable it to use the whole query data list, which may impact the insight rendering time. |
| Layout → Merge Rows | toggle | Enable this property to merge rows in the Pivot Table insight creating a simplified visualization |
| Layout → Fix Column(s) | toggle | Enable this property to keep columns visible when you scroll to the right |
| Layout → Table Width | drop down list | Select the width of the Pivot table. The options are: ● Dynamic (default) - columns expand to fit the insight ● Customized - columns fit the width of the content |
| Layout → Row Grand Total | toggle | Enable this property to include a row grand total at the top of the insight |
| Layout → Row Subtotal | toggle | Enable this property to include a row subtotal at the top of each group |
| Layout → Row Total At | drop down list | Select the position of the row total in the Pivot Table insight: ● Top (default) ● Bottom |
| Layout → Column Grand Total | toggle | Enable this property to include a column grand total at the left of the insight |
| Layout → Column Subtotal | toggle | Enable this property to include a column subtotal at the left of each group |
| Layout → Column Total At | drop down list | Select the position of the column total in the Pivot Table insight: ● Left (default) ● Right |
| Layout → Show Count | toggle | Enable this property to display the rows count at the bottom of the Pivot table insight |
| Style & Appearance → Table → General Style → Density | drop down list | Select the density of the table. The options are: ● More Compacted ● Compacted ● Default ● Relaxed ● More Relaxed |
| Style & Appearance → Table → General Style → Font Size | drop down list | Select the font size of the table. The options are: ● Extra Small ● Small (default) ● Medium ● Large |
| Style & Appearance → Table → General Style → Alternate Row Color | table icons | Select the table icon to choose the alternate row background color from the color palette as follows: ● The left icon sets the odd rows background color ● The right icon sets the even row background color You can also add a custom color using a HEX code or reset to default color. |
| Style & Appearance → Table → Gridlines | gridline icons | Select the gridline icon to define the borders of the table cells as follows: ● The left icon sets vertical gridlines between the columns ● The right icon sets horizontal gridlines between the rows |
| Style & Appearance → Table → Gridlines | bucket icon | Select the bucket icon to choose the gridlines color from the color palette. You can also add a custom color using a HEX code or reset to default color. |
| Style & Appearance → Table → Reset to Default | link | Select Reset to Default to reset the table to its default view |
| Style & Appearance → Headers → Columns/Rows/Corner/Measures → Text | letter and bucket icons | Select the font text color, background color, and style of the headers: ● A sets the headers text color. Choose the color from the color palette. You can also add a custom color using a HEX code or reset to default color. ● Bucket icon (available for Measures only) sets the headers background color. Choose the color from the color palette. You can also add a custom color using a HEX code or reset to default color. ● B sets a bold font ● I sets an italic font ● U underlines text |
| Style & Appearance → Headers → Columns/Rows/Corner/Measures → Text | alignment icons | Select the text alignment of the headers: ● Left align ● Center align ● Right align ● Top ● Middle ● Bottom |
| Style & Appearance → Headers → Measures → Fields | drop down list | Select the desired column(s) under Measures to format their headers. Select the Measures checkbox to include all columns. |
| Style & Appearance → Headers → Reset to Default | link | Select Reset to Default to reset the table headers to the default view |
| Style & Appearance → Values → Content → Fields | drop down list | Select the desired column(s) under each tray to format their content |
| Style & Appearance → Values → Content → Text | letter icons | Select the font color and style of the content: ● A sets the content color. Choose the color from the color palette. You can also add a custom color using a HEX code or reset to default color. ● B sets a bold font ● I sets an italic font ● U underlines text |
| Style & Appearance → Values → Content → Text | alignment icons | Select the text alignment of the content: ● Left align ● Center align ● Right align ● Top ● Middle ● Bottom |
| Advanced → Max Groups | text box | Set the maximum number of groups that cannot be exceeded in the insight |
| Advanced → Missing Value Text | text box | Enter the string to display when a column is missing data |
| Advanced → Join Measures | drop down list | Select Yes to calculate the group-by function across joined tables. |
There is an impact to engine performance when you select Yes to enable the Join Measures property.
User interactions for a Pivot Table insight
As a dashboard consumer, you can interact with a Pivot Table insight on a dashboard tab. Some interactions will affect only the Pivot Table. Other interactions will affect both the Pivot Table and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.
Some user interactions require specific configurations by a dashboard developer and therefore may not be available.
Here are the possible types of user interactions for a Pivot Table insight:
- Select a vertical bar to open the Filter by menu and select a option to drill down into a row and/or column and in doing so, create a dashboard runtime filter
- Select a dashboard tab to navigate to in the Go to menu
A dashboard runtime filter that affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.
More Options menu for a Pivot Table insight
Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard to control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.
In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.
Download
- For the Pivot Table insight, select More Options (⋮ vertical ellipsis icon).
- Select Download.
- Select the download file format:
- XLSX
Send To Data Destination
Export the Pivot Table insight in Excel or Google Sheet format. Send to Data Destination.
Set Alert
You can set an alert that identifies specific changes to a Pivot Table insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.
- For the Pivot Table insight, select More Options (⋮ vertical ellipsis icon).
- Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.
Steps to create a Pivot Table insight
For an existing dashboard, to create a Pivot Table insight for a given dashboard tab, follow these steps:
- If not already open, open a dashboard.
- To add a new insight to the dashboard, in the Action bar, select +.
- If needed, in the Analyzer, in the Data panel, select Manage Dataset.
- In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
- To close the Manage Data Sets panel, select X or any other area of the Analyzer.
- In the Insight panel, select V. IUnder Tables, select Pivot Table.
- From the Data panel, drag and drop various columns to various trays in the Insight panel:
- Row
- Column
- Measure
- Individual Filter
- Configure the pill properties using the Property panel.
- Configure various insight properties using the Settings panel.
If the data in a column is Null, this can indicate a missing join, or joins in the wrong direction.
Example of a Pivot Table insight
In this example, you will create a Pivot table insight that compares revenue by product per year and quarter. The example uses the SALES schema that comes with the Sample Data.
In the Cluster Management Console (CMC), you can create a tenant that includes Sample Data. The Sample Data includes the SALES schema.
Add an insight
- In the Action bar, select +.
- In the Data panel, select Manage Dataset.
- In the Manage Data Sets panel, in Tables, select the SALES schema.
- Close the Manage Data Sets panel.
- In the Insight panel, under Tables, select Pivot Table.
- From the Data panel, drag and drop the following columns to the respective trays:
- From the Products table, drag and drop Category and Product to the Row Tray.
- From the Sales table, drag and drop Year and Quarter to the Column Tray.
- From the Sales table, drag and drop Revenue and Cost to the Measure tray.
- From the Data panel, drag and drop Year to the Individual Filter tray. In the Filter panel,
- For Operator, select In.
- For Values, select 2008 and 2009.
Edit the pill properties
Select the arrow to the right of Revenue to open the Properties panel.
- For Format, select Dollar Rounded.
Select the arrow to the right of Cost, for Format, select Dollar Rounded.
Edit the insight settings
- In the Action bar, select Settings (gear icon).
- In the General section,
- Enable Dynamic Measures toggle to render a specified measure in the insight.
- For Dynamic Measures Default, select Revenue.
- In the Layout section, enable the Row Subtotal toggle to display a row subtotal at the top of each product category.
- Select X to close the panel.
- Name the insight Product Revenue per Year/Quarter.
- Select Save.
Pivot rows to columns
- Select Edit (pen icon) for the Product Revenue Per Year/Quarter insight.
- Drag and drop Category and Product from the Row tray to the Column tray.
- Drag and drop Year and Quarter from the Column tray to the Row tray.
- Select Save.
