Creating Pivot Tables in Dataset Reports
Original full table filtered by Date
1. To create a Pivot Table
- Drag the Pivot table icon into the work area (Drop Components Here)
2. Pivot Table editor will slide out from the right
- Input a meaningful Title for your Table (optional)
- Select one Row
- Select one Column
- Select which Field you want to measure and how it should be aggregated (Sum, Min, Max, Avg, Count)
- Indicate if your Report should include any Grand Totals
- Click check-box to select Grand Totals for either or both Columns and Rows (or uncheck to omit Totals)
- Select location for the Grand Totals and the Label to be used
- Select the Format icons available to highlight or change placement
3. Results for a basic Pivot Table as set in #2
4. Add Conditional Formatting to pinpoint anomalies
- Edit the Field you are measuring
- Select [+ Formatting Rule] at bottom of Editor
- Enter the condition(s) you wish to draw attention to
- Pick any or all of the following formatting options: Letter color, Area color, Bold, Italic
- You may add as many Rules as you want
Then click Done on Field Editor and Apply on Table Editor
