Using Pivot Grids in the Web Interface

This topic provides an overview of how to design a pivot grid view and describes the configuration options that appear in the pivot grid toolbar.

See the following sub-topics for information on the pivot grid interface:

• Adding Fields to a Pivot Grid
• Exporting Pivot Grid Data to Microsoft Excel
• Exporting Pivot Grid Data to PDF

Adding Fields to a Pivot Grid

This topic describes how to add fields to a pivot grid view.

A pivot grid is blank when it loads for the first time. You need to drag and drop fields to various locations to construct the table. Follow these steps after loading a new pivot grid:

1. The FIELDS section of the window lists all of the fields you specified for the view's entity as well as for any linked entities.
   • See the following example:
     
     
     
2. Select fields from the FIELDS section and drag them to the various locations in the pivot grid, as desired. Note that you can stack multiple fields in the same area, but you cannot add a field to more than one area of the pivot grid. The available locations include:
   • COLUMNS: Drop one or more fields in this area to create columns entries for the table. You can add multiple fields to create layered columns. For example, you might want to display order data by person based on the product that appears on an order's first order line.
   • ROWS: Drop one or more fields in this area to create row entries for the table. As with columns, you can add multiple fields to create layered rows. For example, you can add the Company field to the left edge of the row area and then add a Person field to the right of the company. This creates top-level rows for each company in the dataset and then sub-rows for each person at a particular company.  
3. Move or rearrange fields as necessary. The Fields added to the pivot grid layout can be modified in a variety of ways. For example, they can be moved to other areas of the pivot grid, removed entirely from the pivot grid, or sorted, as described below:
   • To remove a field, click the X next to the field name in the various locations in the pivot grid. The field is removed from the pivot grid area but remains in the Field List and can be added again later if needed.
   • Some fields can be sorted within a location, depending on their location on the pivot grid. To sort a field, select the field and move it within the location. 
4. Add measures to the pivot grid, as desired by dropping one or more Measures sub-fields in the MEASURES location to perform calculations in the report.
   • Default data fields are Count, Sum, Min, Max, and Average.
   • Calculations can be performed on certain numeric pivot grid fields by adding a measure to the Measures field list. 
   • Add new measures by performing the following steps:
     1. Click the MEASURES button in the view's toolbar.
     2. In the Field Name field, select the field for which you want to perform a calculation.
     3. In the Measure field, select the calculation you want to perform. The available calculations are Count, Sum, Min, Max, and Average.
     4. In the Name field, enter a name to be used to identify this measure in the Measures field list. 
        • A default name is automatically created in this field from the values entered in the Field Name and Measure fields. 
     5. Click ADD to add this measure to the grid on this form.
     6. Repeat steps a through e to add additional measures.
     7. When you have finished adding measures to the grid, click ADD MEASURES to add these to the Measures field list. 
5. Use the left arrow and down arrow icons in the table to expand and collapse items to display only specific data. 
6. When the view is complete, click the SAVE button in the view's toolbar.
7. Export or print the pivot grid, as needed.
   • See Exporting Pivot Grid Data to Microsoft Excel for export instructions.
   • See Printing a View for printing instructions.

Exporting Pivot Grid Data to Microsoft Excel

A user can export a pivot grid to Microsoft Excel as a read-only file for further analysis as needed. Pivot Grids export data to Excel as a flat file. That is the information not carried across as a pivot table, but data exported as static rows and columns.

Follow these steps:

1. Open the pivot grid view that you want to export.

2. Click the EXCEL icon located in the pivot grid toolbar. 

   Pivot grid views do not support the automatically refreshment of table data supported in pivot tables.

3. The pivot grid downloads to your local computer in XLSX format. Open the pivot grid in Microsoft Excel and use Microsoft Excel's pivot grid features as necessary to further analyze the table's data.
   • For example, you can generate a chart for the pivot grid by clicking the Chart Wizard icon in the toolbar (the second icon from the left).
   • Note that the pivot grid is loaded as a read-only file in Microsoft Excel. If you make any changes to the table, save the table as a new file on your computer.
   • Refer to the pivot grid help section in the Microsoft Excel Help documentation for more information on using pivot grids in Excel.
     
4. Close Microsoft Excel when finished.

Exporting Pivot Grid Data to PDF

A user can export a pivot grid as an Adobe Acrobat .PDF file as needed. 

Follow these steps:

1. Open the pivot grid view that you want to export.

2. Click the PDF icon located in the pivot grid toolbar. 

3. The pivot grid downloads to your local computer in PDF format.