Creating Pivot Tables in Dataset Reports

A Pivot Table is a Report editing tool that summarizes and reorganizes selected columns and rows in a Dataset table to view the data from different perspectives. This article describes how to create and customize a Pivot Table in a Dataset Report.

1. Create a Pivot Table

Open the Report Editor and go to Content tab.

Drag the Pivot table icon into the Drop Components Here section.

2. Pivot Table editor will slide out from the right

  1. Give the table a descriptive Title
  2. Choose styling features for the Title
  3. Rows: Select one or several rows that you want to emphasize
  4. Columns: Select one or several columns that you want to emphasize
  5. Measure: Choose the aggregation method (Sum, Min, Max, Avg, Count) and a Field you want to measure
  6. Include Grand Totals: Define if your Report should include any Grand Totals
    • Select checkboxes to add Grand Totals for either or both Columns and Rows
    • Choose location for the Grand Totals and the Label to be used
    • Select formatting features for Rows and Columns

Resulting Pivot Table appearance:

3. Add Conditional Formatting to Pinpoint Anomalies

Conditional formatting menu of the column allows to highlight some crucial values so they are easy to spot.

3.1. Open the Column Editing Menu

Open the column dropdown menu and click "Edit Measure".

3.2. Add Formatting Rules

  1. [+Formatting Rule] to unfold the Conditional Formatting section
  2. Select the condition(s) you wish to draw attention to
  3. Define formatting for the highlighted cells
  4. Add as many Rules as you want by [+Formatting Rule]

[Done] to apply changes and view results: