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Version: 4.2.2

Pivot Chart

Dashboard Designer provides users with the ability to create detailed reports, allowing you to generate Pivot-type charts that offer a deep and dynamic view of your data. This enables you to analyze and visualize trends intuitively.

Steps to Create a Pivot Chart:

  1. Open Dashboard Designer.
  2. Create a new report or open an existing one.
  3. Click on the "Pivot" icon.
  4. Drag and drop the columns from the main view to the section DATA ITEMS.
  5. Apply the desired format to the number column.

Dashboard Designer also provides various options to customize the 'Pivot Chart' based on the data type displayed in each column. Below is a general overview of the different options you can apply to your Pivot Chart.

Column of type String:

Column of type Date:

Column of type Numeric:

Design

'Pivot Chart' has a variety of options in the 'Design' tab to customize your chart. Next, we will show you the different options you can apply to your Pivot chart.

Common

OptionsDescription
Edit NamesEdit the name of the chart.
Show CaptionShow the dashboard item's caption.

Initial State

OptionsDescription
Initial StateSpecify how the pivot dashboard item appears in the Dashboard Viewer by default. There are two options: Expand Column Groups and Expand Row Groups.

Layout

OptionsDescription
TotalsShow Totals in the pivot dashboard item. There are two options: Show Column Totals and Show Row Totals.
Grand TotalsShow Grand Totals in the pivot dashboard item. There are two options: Show Column Grand Totals and Show Row Grand Totals.
LayoutSelect a pivot table's layout. There are two options: Compact and Tabular.
Row Totals PositionSpecify the row totals' position. There are two options: Top and Bottom.
Column Totals PositionSpecify the column totals' position. There are two options: Near and Far.
Values PositionSpecify the position of data headers used to arrange summary values. There are two options: Columns and Rows.
Reset Layout OptionsReset options related to a pivot table layout to their default values.