QPR ProcessAnalyzer Pivot Table: Difference between revisions

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Line 67: Line 67:
     "valueSortSettings": {
     "valueSortSettings": {
       "headerText": "New York#Case count",
       "headerText": "New York#Case count",
       "sortOrder": "Descending"
       "sortOrder": "Descending",
       "headerDelimiter": "#"
       "headerDelimiter": "#"
     }
     }

Revision as of 12:04, 21 October 2020

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 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.
  • The first dimension is shown as rows in the pivot table and the second dimension is shown as columns.
  • 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).
  • 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).
  • 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 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.
  • 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/.
  • 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.

Customization Examples

Define Aggregation Method

This example sets the aggregation method for the first measure to sum and for the second measure to average.

{
  "dataSourceSettings": {
    "values": [
      {
        "type": "Sum"
      },
      {
        "type": "Avg"
      }
    ]
  }
}

Hide Grand Totals

Grand totals can be hidden separately for rows and columns.

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

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:

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

If there are several measures, the measure used for sorting need to be specified (in addition to the column dimension value) as follows:

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

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 previous 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
  }
}

Show Tooltip

The cell tooltip can be shown as follows:

{
  "showTooltip": true
}