Creating a Pivot Table Widget
Pivot tables are useful for summarizing and analyzing large amounts of data.
- Click , the Dashboards tab, and select a dashboard from the list.
- In the Widget library panel, click , the Create new widget button, to create a widget and open it in the Widget Designer.For more information, see Creating Widgets.
- In the Widget Designer, select Pivot from the list of widget types in the top-left corner.
- In the data panel on the left, add data to the widget:
- In the Rows section, click , 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.
- In the Columns section, click , 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.
- In the Values section, click , 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 , the Options button, next to a value and select Data Bars.
- To add subtotals to rows, click , the Options button, next to a row and select Subtotals.
- To specify how to calculate the subtotals, click , 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.
- To add grand totals to rows, click , the Options button, next to a row and select Grand Totals.
- In the Rows section, click , the Add button, and select the fields whose values you want to place in the rows of the pivot
table.
- In the Design tab on the right, customize the appearance of the widget:
- Under Page Size, specify the number of items per page.
- 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.
- Under Auto Height, enable or disable the automatic height function.
- Click Apply.