Skip to main content

Specifying Widget Settings for a Pivot Table Widget

Specifying Widget Settings for a Pivot Table Widget

To customize the available options in a widget, access the Dashboard Editor, select the widget as described in Reconfiguring a Widget, and then click Widget Settings. This menu primarily provides options for the user.

For a pivot table widget (including any chart widget), the Widget Settings menu has the following options:

  • Print — 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.

  • Chart Toggle — 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.

  • Drill Down — 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.

  • Analyzer — 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.

  • Excel Export — 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.

  • Row selection — 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.

  • Show Dimensions — 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.

    Note:

    When you enable or disable this option, the Dashboard Designer automatically saves the dashboard.

  • Dimension Source — For advanced use, this option enables you to specify an alternative set of drill options to show in the dimension list.

  • Initial Execute — 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 Adding Widget Controls.

  • Pivot Preview — If enabled, this option uses the HEAD function to truncate the results of any query the widget makes involving a CROSSJOIN. Selecting the Show All button displays the full result set. By default, this option is disabled; users experiencing long load times can enable it.

Note:

Most of these options add a button to the toolbar. If you enable any of those options, be sure the toolbar is visible (its display is controlled via the Toolbar option in Settings). See Reconfiguring a Widget.

FeedbackOpens in a new tab