Creating a Pivot Table Widget

Pivot tables are useful for summarizing and analyzing large amounts of data.
To create a pivot table:
  1. Click Dashboards tab, the Dashboards tab, and select a dashboard from the list.
  2. In the Widget library panel, click Create new widget button, the Create new widget button, to create a widget and open it in the Widget Designer.
    For more information, see Creating Widgets.
  3. In the Widget Designer, select Pivot from the list of widget types in the top-left corner.
  4. In the data panel on the left, add data to the widget:
    1. In the Rows section, click Add button, the Add button, and select the fields whose values you want to place in the rows of the pivot table.
      When you add more than one row, the rows are divided into subrows, or groups.
    2. In the Columns section, click Add button, the Add button, and select the fields whose values you want to place in the columns of the pivot table.
      You can drag and drop fields to change their order or to move them to a different section.
    3. In the Values section, click Add button, the Add button, and select the fields whose values appear in the rows and columns of the pivot table.
      Note: To add data bars to your pivot table, click Options button, the Options button, next to a value and select Data Bars.
    4. To add subtotals to rows, click Options button, the Options button, next to a row and select Subtotals.
    5. To specify how to calculate the subtotals, click Options button, the Options button, next to a field from the Values section, select Subtotal By and a method.
      The default option is Auto, which aggregates all the data. The other custom options (Sum, Min, Max, Average, Median) calculate only the values in the rows above the subtotal.
    6. To add grand totals to rows, click Options button, the Options button, next to a row and select Grand Totals.
  5. In the Design tab on the right, customize the appearance of the widget:
    1. Under Page Size, specify the number of items per page.
    2. Under Colors, select the table elements that you want to highlight.
      You can also use conditional coloring to highlight values in a pivot table. For more information, see Setting Conditional Coloring.
    3. Under Auto Height, enable or disable the automatic height function.
  6. Click Apply.
You can sort the columns of a pivot table in ascending or descending order by clicking Sort icon, the Sort icon, next to the column heading. For a more complex analysis, you can also sort the data based on one or more row fields. Click Sort icon, the Sort icon, next to a column heading and select the row fields that you want to use to sort the data.
Parent topic: Creating Widgets