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Pivot Table V1

Pivot table is a tool to organize, sort, manage and analyze data in a dynamic way.

Updated over 4 months ago

There are two ways to access a pivot table via Toolbox, and via Report Builder.

via Toolbox

Click Toolbox in the navigation bar on the left side of the screen, then select Pivot Table

Select dimensions and metrics

You can create a pivot table with timelines by selecting by day, month or year.

Reorder columns

Selected dimensions and metrics appear on the top of the list. You can reorder columns by dragging them.

Show total/ min/ max

From settings,

  • Click Show total: The grand total row is inserted at the end of the pivot table, and the subtotal at the bottom of each dimension.

  • Click Show min/max/ gradient: Highlight values with colour (positive value is green and negative value is red).

Filter

spyne makes it easy to filter your database so it only displays the items that meet specific criteria, ie: have (or don’t have) certain properties.

  1. Click Add a filter, select filter type

For dimension filter type,

  • Select a dimension that you’d like to filter by

  • Customize the rule

    • is, ie: Filter for rows that Channel is Microsoft

    • is not, ie: Filter for rows that Channel is not Microsoft

    • contains, ie: Filter for rows that Country contains FR

    • does not contain: Filter for rows that Country doesn’t contain FR

    • is not empty

For measure filter type,

  • Select a metric that you’d like to filter by

  • Customize the operator

    • > (greater than)

    • < (smaller than)

    • = (equal to)

    • ≥ (greater than or equal to)

    • ≤ (smaller than or equal to)

    • is not empty

Sort

You can sort your database so that items are displayed appearing in ascending or descending order.

  1. Move your cursor over the column label

  2. Then click or double click to switch between ascending and descending order

Date range

You can modify date range to explore the analysis.

Add to report

You can add the pivot table to a new report or to an existing report.

via Report Builder

Pivot Table widget

How to access Report Builder (Create a report, Edit a report)

In the section Widgets, click the tab Advanced, then drag the widget Pivot table.

Select dimensions and metrics

Reorder columns

Selected dimensions and metrics appear on the top of the list. You can reorder columns by dragging them.

Show total

Activate the toggle Show totals in the widget settings

Filter

Click Add filter, select filter type in the widget settings.

Sort

Once the report is published, you can easily sort the columns in ascending or descending order.

Date range

The date range of the pivot table follows the date range of the report that contains the pivot table.


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