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Creating Pivot sections
Pivots are added to a document by selecting the New Pivot item from the Insert Menu. When a new Pivot section is added the document, the Pivot will appear in the Section Catalogue with the default name Pivot. Renaming the section is consistent with other sections, where the section is renamed using one of the three following options:
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Right-click method |
Edit menu method |
Double-click method |
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Right-click the section in the Section Catalogue and select Rename Section |
Select Rename Section from the Edit menu while viewing the section |
Double-click the name of the section in the Section Title Bar |
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Change the section to the desired name and select OK |
Change the section to the desired name and select OK |
Change the section to the desired name and select OK |
Pivot this Chart
Interactive Reporting provides the ability to create a Pivot from the data contained in a Chart section. While viewing a chart, the Pivot this Chart menu option in the Insert menu can be selected. Upon selecting the menu item, a new Pivot section is added to the document and is activated in the main window. Interactive Reporting translates the axis information of the Chart to the Pivot row and column labels and the Fact elements to the Facts in the Pivot. This feature can be used with all chart types except the Scatter and Bubble charts.
Pivots created using results or tables
Pivot sections can be added underneath a Results section or Table section to allow for reporting on subsets of data. When a Pivot is added to the document and a Query section, Results section, or a section reporting off of a Results section is active (displayed in the main window and highlighted in the Section Catalogue), the Pivot will be allowed access to all of the elements and will reflect all of the data stored in the Results section. However, a Pivot may also be added to report off a subset of results contained in a Table section. When a Pivot is added to the document and the parent section is a Table section or presentation section with a Table section as the parent, the Pivot appears in the Section Catalogue indented underneath the Table section to denote the section is reporting off of the data contained in a table. Notice how the US Sales Pivot and US Sales Chart in the following screenshot appear indented underneath the US Sales Table. This indentation denotes that the Sales Pivot and Chart are both presenting information from the US Sales Table. Notice also how the Sales Pivot and Cost Pivot appears underneath the Results section and not indented. This shows that the Sales Pivot and the Cost Pivot present information from the Results section.
Removing Pivot sections
Pivot sections are removed from the document using one of the two options shown in the following table:
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Right-click method |
Edit menu method |
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Right-click the section in the Section Catalogue and select Delete Section |
Select Delete Section from the Edit menu |
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Confirm section delete by selecting Delete from the Delete Section confirmation window |
Confirm section delete by selecting Delete from the Delete Section confirmation window |
Adding content
Once a Pivot is added to the document, data from the parent Results or Table section may be added to the Pivot by adding elements to the Data Layout window in the section. The Data Layout section is displayed at the bottom of the main window and can be shown or hidden by clicking on the Data Layout button in the Section Title Bar. An example of the Data Layout window is shown in the following screenshot:
The Data Layout window contains three different areas controlling the display of content in the Pivot named Row Labels, Column Labels, and Facts. Items are added to the different areas by the following three methods:
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Drag-and-drop method |
Right-click method |
Pivot menu method |
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Highlight the column(s) in the Elementswindow |
Highlight and right-click the column(s) in the Elements window |
Highlight the column(s) in the Elements Window |
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Left-click and drag the column(s) to the Row Labels, Column Labels, or Fact area in the Data Layout window |
Select from the menu the desired location to add the column(s) to the pivot |
Click on the Pivot menu and highlight the Add Select Items menu item |
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|
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Select from menu the desired location to add the column(s) in the pivot |
Row and column labels
Row labels are the items displayed on the left-hand side of the Pivot, and column labels are the items displayed on the top of the Pivot. Multiple elements may be added to both the row and column labels, where the order of the columns drives the order and summarization of the data in the Pivot.
Facts
Facts are elements of data summarized by the elements added to the row and column labels. Facts are typically numeric data elements, but Interactive Reporting also allows for text columns to be added as a Fact. While numeric items are aggregated by a data function, text items are separated by commas creating a string of values.
Data functions
The Pivot differentiates the aggregation of each Fact by the Data function. The default is the Sum function and can be changed to another preset configuration. Other functions include Average, Count, Count Distinct, Maximum, Minimum, % of Column, % of Row, and % of Grand. The data function of a fact item can easily be adjusted by one of the following methods:
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Right-click method |
Pivot menu method |
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Highlight the Fact column of data in the pivot. |
Highlight the Fact column of data in the pivot. |
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Right-click and highlight the Data Function menu item |
Open the Pivot menu and highlight the Data Function menu item |
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Select the Data Function of interest |
Select the Data Function of interest |
Removing content
Items in the Row labels, Column labels, and Facts are easily removed. Use one of the following steps to remove a column from the Data Layout:
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Right-click method |
Keyboard method |
Pivot menu method |
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Highlight and right-click on the column(s) in the Data Layout |
Highlight the column(s) in the Data Layout or the entire column in the Pivot |
Highlight the column(s) in the Data Layout |
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Select Remove |
Press the Delete key on the keyboard |
Open the Pivot menu and select the Remove Selected Items menu item |
Arranging label content
The Pivot section provides flexibility to easily modify and rearrange content while performing analysis. The first and most commonly used method of rearranging content is the ability to easily move row and column element in the pivot. Row and column elements are rearranged by dragging-and-dropping elements in the Data Layout, or by highlighting and moving the column of data in the physical pivot.
A tab exists at the end of each row and column label allowing for the highlighting of the entire column as shown in the following screenshot. When the element is highlighted, the column can be pivoted from the row labels to the column labels, and the row and column labels can be rearranged respectively by dragging the element in front or behind other sections. When the element is dragged, a graphical outline appears as shown in the following screenshot:
