Create a Pivot Table in a Report

A Report can contain one or more Pivot Tables based upon its underlying Result Set. ¬†This article outlines the process for creating a new  Pivot Table from the Report Editor.

For an overview of Pivots and more details on Dynamic Pivots see this video

Video Tutorial

1. Add Pivot from the Report Content tab

Add Pivot from the Report Content tab

In the Report Content tab of the Report Editor, click on the [+ Pivot] button.

2. Complete the Add Pivot pop-up - DYNAMIC pivot

Complete the Add Pivot pop-up - DYNAMIC pivot

The Report Column to be used for the pivot table:

  1. Row Values (will typically be the left-most column in the Pivot Table)
  2. Column Values - each value will appear as a column in the Pivot
  3. Aggregation method and the Column to aggregate

Save to display Static Pivot Editor

2.1. Complete Pivot Information (Info tab)

Complete Pivot Information (Info tab)
  1. Indicate rows to include in Digest, if any
  2. Set options for displaying the Pivot rows
  3. Set options for displaying the Pivot columns
  4. Select how Pivot data is defined / determined
  5. Add Totals for pivot row and/or column values

2.2. Complete and Publish

Optionally, modify:

  1. Pivot Charts: see this Choose the Type of Chart to be used in a Report  for assistance
  2. Pivot Filters: apply filters to limit pivot data

Update live Report to complete

2.3. Example of Static Pivot

3. Complete the Add Pivot pop-up - DYNAMIC pivot

Complete the Add Pivot pop-up - DYNAMIC pivot

The Report Column to be used for the pivot table:

  1. Row Values (will typically be the left-most column in the Pivot Table)
  2. Column Values - each value will appear as a column in the Pivot (leaving blank for this example)
  3. Aggregation method and the Column to aggregate
  4. Save to display Static Pivot Editor

3.1. Complete Pivot Information

Complete Pivot Information
  1. Indicate rows to include in Digest, if any
  2. Set options for displaying the Pivot rows
  3. Set options for displaying the Pivot columns
  4. Select how Pivot data is defined / determined
  5. Choose a format to display the Pivot
  6. Determine which columns will be dynamic (available to Pivot)

3.2. Add Filters (optional) and Publish

Optionally, modify:

  1. Pivot Filters: apply filters to limit pivot data

Save & publish to complete

3.3. Example of Dynamic Pivot - Table

3.4. You can easily convert to various formats

You can dynamically chart your Pivot using the drop-down options

3.5. Or dynamically change the columns and rows via 'drag and drop'