QPR ProcessAnalyzer Pivot Table: Difference between revisions

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The '''pivot table''' visualizes measures sliced into dimensions where a dimension can be shown as rows and another dimension as columns. Compared to the '''table''', rows in the pivot table work similarly, but unlike the table, in the pivot table the number of columns is determined dynamically based on number of values in the dimension. It's also possible set several dimensions as rows or columns to create hierarchical visualization.
Pivot table visualizes data organized as dynamical rows and columns and aggregated numerical values. Compared to the [[QPR_ProcessAnalyzer_Table|table]], rows in the pivot table work similarly, but in the pivot table the number of columns is determined dynamically based on the data. It's also possible set several dimensions as rows and columns to create hierarchical visualization.


== Pivot Table Functionalities ==
== Pivot Table Functionalities ==
Pivot table has the following functionalities:
Pivot table has the following functionalities:
* Pivot table is able to show several measures at the same time, so you can define as many measures in the ''Measures'' tab as you need.
* Pivot table can show several values at the same time, so you can define many measures, dimensions or columns and map the to the '''Values'''. By default, the measures are shown as the pivot table values.
* The first dimension is shown as rows in the pivot table and the second dimension is shown as columns.
* There can be several measures, dimensions or columns mapped as the pivot table '''Rows'''. When there are more than one, they are shown as a hierarchical structure. By default, the first dimension is shown in rows.
* The third dimension is shown in the rows as a sublevel, and the fourth is shown in the columns as a sublevel (the sublevels can be expanded from the arrow icon).
* Columns work similarly as the rows, so there can be several measures, dimensions or columns mapped to the pivot table '''Columns'''. By default, the second dimension is shown in columns.
* When there is the hierarchy shown, the branches in the hierarchy can be expanded and collapsed. By default, branches are collapsed, but they can be set as expanded by using the [[#Expand_Hierarchy|Layout settings]].
* Values are aggregated using the '''Pivot table aggregation''' setting in the measure, dimension and column settings.
* Rows and columns are sorted based on the ''Sorting'' settings (in the ''General'' tab). If needed, use the custom sorting to define all the desired sortings.
* Rows and columns are sorted based on the ''Sorting'' settings (in the ''General'' tab). If needed, use the custom sorting to define all the desired sortings.
* Data can be sorted by a certain measure column by clicking the column headers. By default, this sorting is not stored to the dashboard (see the examples for storing measure sorting).
* Data can be sorted by a certain value column by clicking the column header. By default, this sorting is not stored to the dashboard (see the examples for storing measure sorting).
* Measures in the pivot table are aggregated to the ''Grand Total'' row in the bottom and column in the right. The aggregation is determined automatically from the measure settings. If needed, the aggregation can be overridden - see the configuration examples. Available aggregations are: '''Sum''', '''Min''', '''Max''', '''Avg''', '''Product''', '''Count''', '''DistinctCount''', '''PopulationStDev''', '''SampleStDev''', '''PopulationVar''' and '''SampleVar'''.
* Appearance of the shown numerical and date values can be changed in the measure, dimension and column settings, using settings ''Round to decimals'', ''Measure unit'', ''Data type'' and ''Date format''.
* Appearance of the shown numerical and date values can be changed in the measure and dimension settings, using settings ''Round to decimals'', ''Measure unit'', ''Data type'' and ''Date format''.
* Title for the pivot table can be set in the ''General'' tab.
* Title for the pivot table can be set in the ''General'' tab.
* Columns can be resized, but the changed widths are not stored to the dashboard.
* Pivot table can be exported as Excel, pdf and csv (open settings,  ''General'' tab and ''Export Table as...'').
* Pivot table can be exported as Excel, pdf and csv (open settings,  ''General'' tab and ''Export Table as...'').
* Pivot table settings can be customized extensively by using the ''Custom layout'' field (in the ''Advanced'' tab). Available options are described in https://ej2.syncfusion.com/documentation/pivotview/.
* Pivot table settings can be customized extensively by using the ''Custom layout'' field. Available options are described in https://ej2.syncfusion.com/documentation/pivotview/.
* Columns can be resized in an adhoc basis, and the changed widths are not stored to the dashboard.
* Note: currently it's not possible to create filters by clicking the pivot table.
 
Tip: Remember to set the ''Maximum rows'' setting (in the ''General'' tab) to high enough value, so that the data is not limited, because that's usually not desired in the pivot table.


==Conditional Formatting==
==Conditional Formatting==


==Customization Examples==
==Customization Examples==
=== Hide Grand Totals ===
=== Hide Grand Totals ===
Grand totals can be hidden separately for rows and columns.
Grand totals can be hidden, and there are following settings separately for rows and columns:
<pre>
<pre>
{
{
Line 29: Line 26:
     "showColumnGrandTotals": false,
     "showColumnGrandTotals": false,
     "showRowGrandTotals": false
     "showRowGrandTotals": false
  }
}
</pre>
This example sets the aggregation method for the first measure to sum and for the second measure to average.
<pre>
{
  "dataSourceSettings": {
    "values": [
      {
        "type": "Sum"
      },
      {
        "type": "Avg"
      }
    ]
   }
   }
}
}
Line 50: Line 31:


=== Sort Rows by Measure Values ===
=== Sort Rows by Measure Values ===
It's possible to sort the pivot grid rows using a measure values from a certain column. If there is only one measure, the following settings can be used:
It's possible to sort the pivot table rows using values in a certain column (''New York'' in the example below) as follows:
<pre>
<pre>
{
{
Line 62: Line 43:
</pre>
</pre>


If there are several measures, the measure used for sorting need to be specified (in addition to the column dimension value) as follows:
The above example works, if there is one value column. If there are several values, the value used for sorting need to be specified (''Case count'' in the example below)in addition to the column name as follows:
<pre>
<pre>
{
{
Line 76: Line 57:


=== Sort Columns by Measure Values ===
=== Sort Columns by Measure Values ===
It's possible to sort the pivot grid columns based on the measure values. The principle is the same as with the [[#Sort_Rows_by_Measure_Values|previous]] except ''valueAxis'' setting needs to be set to ''rows'':
It's possible to sort the pivot table columns based on the values. The principle is the same as with sorting the rows except ''valueAxis'' setting needs to be set to ''rows'':
<pre>
<pre>
{
{

Revision as of 10:02, 1 December 2022

Pivot table visualizes data organized as dynamical rows and columns and aggregated numerical values. Compared to the table, rows in the pivot table work similarly, but in the pivot table the number of columns is determined dynamically based on the data. It's also possible set several dimensions as rows and columns to create hierarchical visualization.

Pivot Table Functionalities

Pivot table has the following functionalities:

  • Pivot table can show several values at the same time, so you can define many measures, dimensions or columns and map the to the Values. By default, the measures are shown as the pivot table values.
  • There can be several measures, dimensions or columns mapped as the pivot table Rows. When there are more than one, they are shown as a hierarchical structure. By default, the first dimension is shown in rows.
  • Columns work similarly as the rows, so there can be several measures, dimensions or columns mapped to the pivot table Columns. By default, the second dimension is shown in columns.
  • When there is the hierarchy shown, the branches in the hierarchy can be expanded and collapsed. By default, branches are collapsed, but they can be set as expanded by using the Layout settings.
  • Values are aggregated using the Pivot table aggregation setting in the measure, dimension and column settings.
  • Rows and columns are sorted based on the Sorting settings (in the General tab). If needed, use the custom sorting to define all the desired sortings.
  • Data can be sorted by a certain value column by clicking the column header. By default, this sorting is not stored to the dashboard (see the examples for storing measure sorting).
  • Appearance of the shown numerical and date values can be changed in the measure, dimension and column settings, using settings Round to decimals, Measure unit, Data type and Date format.
  • Title for the pivot table can be set in the General tab.
  • Columns can be resized, but the changed widths are not stored to the dashboard.
  • Pivot table can be exported as Excel, pdf and csv (open settings, General tab and Export Table as...).
  • Pivot table settings can be customized extensively by using the Custom layout field. Available options are described in https://ej2.syncfusion.com/documentation/pivotview/.

Conditional Formatting

Customization Examples

Hide Grand Totals

Grand totals can be hidden, and there are following settings separately for rows and columns:

{
  "dataSourceSettings": {
    "showColumnGrandTotals": false,
    "showRowGrandTotals": false
  }
}

Sort Rows by Measure Values

It's possible to sort the pivot table rows using values in a certain column (New York in the example below) as follows:

{
  "dataSourceSettings": {
    "valueSortSettings": {
      "headerText": "New York",
      "sortOrder": "Ascending"
    }
  }
}

The above example works, if there is one value column. If there are several values, the value used for sorting need to be specified (Case count in the example below)in addition to the column name as follows:

{
  "dataSourceSettings": {
    "valueSortSettings": {
      "headerText": "New York#Case count",
      "sortOrder": "Descending",
      "headerDelimiter": "#"
    }
  }
}

Sort Columns by Measure Values

It's possible to sort the pivot table columns based on the values. The principle is the same as with sorting the rows except valueAxis setting needs to be set to rows:

{
  "dataSourceSettings": {
    "valueAxis": "row",
    "valueSortSettings": {
      "headerText": "New York",
      "sortOrder": "Descending"
    }
  }
}

This example sorts columns based on the Grand Total:

{
  "dataSourceSettings": {
    "valueAxis": "row",
    "valueSortSettings": {
      "headerText": "Grand Total",
      "sortOrder": "Descending"
    }
  }
}

Expand Hierarchy

By default, the second level in the rows or columns hierarchy is collapsed. Use this setting to expand the hierarchies by default:

{
  "dataSourceSettings": {
    "expandAll": true
  }
}