Adding Pivot Table Widgets
This chapter describes how to add pivot table widgets
to a dashboard. These widgets can display any kind of data source
, not just pivot tables. This chapter discusses the following topics:
Note that chart widgets are a kind of pivot table widget. For specific information on charts, see the next chapter
To add a pivot table widget:
You can use any type of data source, not just pivot tables.
If you do use a pivot table as the data source, note that pivot tables are created in the Analyzer, discussed in Using the Analyzer
. The Analyzer provides options for changing the state
of the pivot table: filtering, drilling down, displaying listings, and displaying in chart format. When you save a pivot table, the system saves the state as part of the pivot table definition. The next time the pivot table is accessed (either in the Analyzer or in a widget on a dashboard), the system displays the pivot table in the state in which it was saved.
Optionally configure the widget further as described in the rest of this chapter.
For a pivot table widget (including any chart widget), the Widget Settings
menu has the following options:
Select this option to include the Print button
on the toolbar. This button enables users to print the widget to a PDF file. For further details and requirements, see the section “Customizing Print Settings for a Widget
Select this option to add buttons to the toolbar that can toggle the display to show either the chart or the equivalent pivot table. Select chart
to set the initial state as a chart, select table
to set the initial state as a pivot table, or select none
to disable the toggle button.
Select this option to include the Drill Down button
on the toolbar. This button enables the users to drill down.
This option is supported only when the data source is a pivot table. The option is useful only when the rows of the pivot table display members of a higher level in a hierarchy.
Select this option to include the Mini Analyzer button
on the toolbar. This button enables the users to open the data source in the Mini Analyzer.
This option is supported only when the data source is a pivot table.
Select this option to include the Export button
on the toolbar. This button enables the users to export the data in this widget to Microsoft Excel.
Use this option to display check boxes on the widget; the user can use these check boxes to select rows to which to apply actions. Select single
to enable the user to select only a single row, or multi
to enable the user to select multiple rows.
By default, these check boxes are not displayed, and the user cannot select rows in the widget. (The user can always select cells
and ranges of cells
in the widget.)
This option is supported only when the data source is a KPI.
Select this option to include the Dimension List button
on the toolbar. This button provides an extra drilling option. Users can drag and drop items from this list on the gray part of the rows in the pivot table; when they do, the system drills down as requested.
This option is supported only when the data source is a pivot table and the widget is in table format.
When you enable or disable this option, the Dashboard Designer automatically saves the dashboard.
For advanced use, this option enables you to specify an alternative set of drill options to show in the dimension list.
By default, this option is selected, which means that the system executes the query underlying this widget as soon as the user displays the dashboard. Clear this option if you want execute the query later. If you clear Initial Execute
, make sure to include a refresh control
on this widget. See the chapter “Adding Widget Controls
To display a listing directly in a pivot table widget:
Do the following in the Analyzer:
Create a pivot table with one cell. Filter this pivot table as needed for the listing.
Select the cell and click the listing button
to display the listing.
Save the pivot table.
In the desired dashboard, add a pivot table widget that use this pivot table as its data source.
Optionally add filter controls
; these restrict the set of records that are shown.
The system provides a rich set of options that you can use to customize the appearance of a pivot table widget. To access these options, access the Dashboard Editor, select the widget as described in “Reconfiguring a Widget
” and click Table Settings
. This menu has two submenus:
Use this submenu to modify the colors, typeface, text style, and text alignment used in all data cells of the pivot table. For example:
Use this submenu to modify the colors, typeface, text style, and text alignment used in the row headers of the pivot table. For example:
Use this submenu to modify the colors, typeface, text style, and text alignment used in the column headers of the pivot table. For example:
Select this option to format the pivot table with zebra stripes. If you enable Stripes
, the table is formatted with rows in alternating colors as follows:
Use this submenu to modify the colors, typeface, text style, and text alignment used in the even rows, when zebra stripes are enabled. For example:
Select the background color of the pivot table. For example:
Specify the opacity of the background. The value 1 means 100%.
To remove any redefinition performed this way:
If the Reset Data Source
option is grayed out, this widget uses the pivot table as it was originally defined in the Analyzer.
Or click the Mini Analyzer button
, click Reset
, and then click OK
Content Date/Time: 2019-04-23 13:43:21