Pivot

The Pivot Table is a highly flexible, interactive table visualization that summarizes and organizes large datasets. It allows you to arrange data dynamically into rows and columns, with configurable aggregation functions like Sum, Average, Min, Max, and more. Both traditional and virtualized rendering modes are available for handling large data volumes efficiently.

Key Features:

• Group and aggregate data dynamically by rows and columns.
• Customizable aggregation types: Sum, Avg, Min, Max, None.
• Apply cell background coloring rules and per-row color customization.
• Optional virtualized rendering for large data performance.
• Control over row/column totals, sorting, layout, and header display.
• Supports multiple measure fields.
• Allows configuration of cell borders, fonts, text wrapping, and other styling.

Use Cases:

• Dynamic cross-tab reports.
• Financial data summaries.
• Sales performance by region/product/customer.
• Data matrix visualizations with totals and subtotals.

Note

Ideal for summarizing and comparing multiple metrics across two or more categories.

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⚙️ Setup

1. Add a Pivot Table widget from the chart library onto your designer workspace.
2. Select the chart.
3. Go to the Widget Configuration tab in the Customize panel.
4. Under the Configuration tab, select the Basic Configuration option to access the essential settings for the pivot table chart.
5. Select the Source which the chart will pull the data from the option.
6. Map:
   • Measures — numeric fields you want to summarize (required, min 1).
   • Rows — category fields to group as table rows.
   • Columns — category fields to group as table columns.
7. Optionally add a Date field for time-based filtering.
8. Enable Hide Zero Values to omit symbols with zero values if needed.

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📊 Basic Configuration

Configuration Item	Description
Source	Source providing the data for measures and dimensions.
Measures	Numeric values to aggregate (Sum, Avg, etc.).
Rows	Grouping fields for table rows.
Columns	Grouping fields for table columns.

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🎨 Table Customizations

Category	Options & Description
General	Modify the chart’s general appearance, including the background color, borders, shadows, and drill-out choices.
Title	Enable and customize chart title text, alignment, font, and color.
Grid	Adjust chart margins, grid spacing, and padding around the matrix area.
Pivot Options	Virtualization, totals, sorting, header layout, text wrapping, border colors, and row/column visibility.
Series (Columns)	Cell background color rules, totals/grand total colors, row coloring, and aggregation type per column.

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📊 Example Visualization