Pivot components

The Pivot component supports a multi-dimensional pivot based on a row and a column. Three types of pivots are possible:

  • Group: Works like the group component, summarizing data using a specified field from the data source.
  • Time: Works like a time component, summarizing data over a date range and splitting up the data based on a specified time interval.
  • Time Group: Combines aspects of both group and time components, summarizing data using fields and dates.

The following pivot component shows the top five groups versus open date, last month on a daily basis.

Complete this procedure in either the Dashboard or Document Designer. This procedure assumes content from one of your data sources is already open in the details pane and displayed in a pivot-component format.

To edit components in a saved dashboard, you must first click the icon.

1.In the title bar of the pivot component you want to edit, click the icon and select Component.

2.The Pivot Component dialog displays the following options:

•General tab

•Title: Title for the pivot component as it appears in the details pane.

•Data source: Data source used for the component.

•Row: Pivot to use for the rows (or series in chart-based output). For details about setting up row pivots, see the next procedure.

•Column: Pivot to use for the columns (or X axis in chart-based output). For details about setting up column pivots, see the next procedure.

•Summary type/field: Summary condition (options include count, sum, average, min, and max) and field you want to summarize.

•Outputtab

•View type: Display method for the series (area, column, bar, line, plot, bubble, or grid).

•Value format: Format used when displaying numerical values.

•X axis label: Label displayed on the X axis.

•Y axis label: Label displayed on the Y axis.

•Y axis range: A specified range for the Y axis rather than the default range. Specify a secondary range when the data values are too different to display on the same Y axis.

•Export chart labels: Select from default, on, or off to show labels for each data point appearing on exported chart graphs.

•Show value: Select to make summary values visible.

•Show title summary: Xtraction creates a title summary of what the component does, along with your own title. If you clear this option, the default summary is removed. For example, the title "Incidents (Last Month)" becomes just "Incidents."

•Show row total: Select if you want the row total column to display.

•Show percent (row): Select to display summarized data percentages (based on row values).

•Show percent (col): Select to display summarized data percentages (based on column values).

•Hide 0’s: Hide data slices that show only a zero (no real data value) when the format is a grid.

•Show collapsed: Select if you want the grid view to be collapsed by default.

•Filter tab

•Criteria used to filter the data from the data source, which will be used in combination with the date condition set up for the time pivot.

•Colors tab

•Add a text description and color to use in the results triggered by values within the data. Right-click in the columns area and select Add color to enter a value (which is text describing the results) and color. For example, if your data contains the summarized value "Very High," you can define the output to display in red for these values.

•Lines tab

•Add one or more fixed lines of text to display when a pivot component is output to a chart-based format. Right-click in the columns area and select Add line to enter the text, a value, and a color. For example, you can enter "Very High" for the text with a value of "100" and select the color red to visually show when data exceeds that value.

•Alert rules tab

•Select colors to use in the results triggered by values within the data. Right-click in the columns area and select Add rule to enter an operation, value, colors for text and background, and notes about the rule if needed. Any added notes will display in the component header when you mouse hovers over the notes icon.

•Notes tab

•Enter explanatory text directly into the blank area, which will display when your mouse hovers over the notes icon for the component. If Show notes is selected for an export, these notes are included in that component export.

Under the General tab of the Pivot Component dialog, you can set up rows and columns for group and time pivots.

1.In the Pivot Component dialog, open the General tab.

2.In the Row area, right-click and select Add Group Pivot or Add Time Pivot.

•Group Pivot

•Group field: The field being grouped.

•Count: The number of unique values to return.

•Sort: How to sort the field tex/value desc/asc.

•Show as group header: Enables the field to be a summary of other fields below it, so it will group by this field.

•Time Pivot

•Date condition: As per Output tab of time component.

•Interval: As per Output tab of time component.

•Axis format: How to display the data values on the X axis.

•Show as group header: Enables the field to be a summary of other fields below it, so it will group by this field.

3.In the Column area, right-click and select Add Group Pivot or Add Time Pivot. The option descriptions in step 2 also apply for setting up columns for a group or time pivot.