{"id":14543,"date":"2017-12-20T10:21:31","date_gmt":"2017-12-20T02:21:31","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=14543"},"modified":"2024-10-23T14:20:55","modified_gmt":"2024-10-23T06:20:55","slug":"pivot-table","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/pivot-table\/","title":{"rendered":"Pivot Table"},"content":{"rendered":"

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This article applies to versions 4.4 and later of IFS OI Explorer. For more, see Release History<\/a>.<\/p>\n

Overview<\/h2>\n

The Pivot Table component displays data (selected in design) in sections that are grouped and summed in columns, rows and values that are selected when the page is designed.<\/p>\n

If the pivot table is configurable, users can manipulate which columns, rows, and values to display.<\/p>\n

Below is a pivot table without the configuration panel.<\/p>\n

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The following diagram shows a Pivot Table being configured:<\/p>\n

<\/a><\/p>\n\n\n\n\n\n\n\n\n\n
Data<\/strong><\/td>\nThe source data for the pivot table: this can be from a dataset query, ad hoc calculations, attributes, or tags.<\/td>\n<\/tr>\n
Columns<\/strong><\/td>\nThe columns of the dataset that appear as columns in the pivot table. The lowest level is the last in the list.<\/td>\n<\/tr>\n
Rows<\/strong><\/td>\nThe data columns of the dataset that appear as rows in the pivot table. The lowest level is the last in the list.<\/td>\n<\/tr>\n
Values<\/strong><\/td>\nThe data columns that the pivot table will sum. Choose columns with numerical values. Values are displayed per row and column at the lowest level, and then summed and grouped for the higher levels.<\/td>\n<\/tr>\n
Hide Config Panel<\/strong><\/td>\nSelect this check box if you do not want the configuration panel to be visible to the user. The pivot table will appear as configured in design mode, and the user will be unable to manipulate rows, columns, or values.<\/td>\n<\/tr>\n
Style<\/strong><\/td>\nSelect a different style, if there are any available in the drop-down list. If you are a Style Administrator, you can add a new Pivot Table style.<\/td>\n<\/tr>\n
Position in Grid Layout<\/strong><\/td>\nThis is assigned according to which grid the component occupies (with Columns and Rows beginning at 0). If the pivot table is on a Precision layout, this changes to Position in Precision Layout<\/strong>, with X<\/strong> and Y<\/strong> coordinates and a Width<\/strong> and Height<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Related: Using a Pivot Table<\/a>\u00a0in display mode, Adding a Pivot Table style<\/a><\/p>\n

<\/i>BEST PRACTICE<\/span><\/p>\n

When configuring rows and columns in design mode, list columns and rows in descending order of magnitude, for example: Country, State, City<\/em> or Area, Field, Well<\/em> as this is how they will appear in the table.<\/p>\n<\/div>\n

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A pivot table can be configured to display tags, ad-hoc calculations, attribute values for various entities, or columns from a relational dataset.<\/p>\n

Jump to: Options for Configuring a Pivot Table's Data<\/a>.<\/p>\n

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Tutorial: Pivot Table Allowing User Selections<\/h2>\n

If you're unfamiliar with the process of building pages, read the article\u00a0Building an Explorer Page<\/a>.<\/p>\n

In this tutorial, we\u2019ll look at adding a Pivot Table that will change what is displayed as the user selects different dates and times.<\/p>\n

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Note:<\/strong> This configuration uses the Sample Data<\/em> table and dataset queries that can be optionally made available during initial installation and setup. If you don't have access to this data, you will need to adjust the configuration to suit your data at your site.<\/p>\n

Step 1. Prepare the Tutorial Page<\/strong><\/p>\n

Note: <\/strong>Before you start the tutorial, prepare a precision layout page in Studio.<\/a><\/p>\n

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Step 2. Add Default Values for Entities<\/strong><\/p>\n

In this step we're going to add a Default Value called selectedEntities, to be used by one of the Pivot Table's dataset query parameters.<\/p>\n

Related: See how to add and configure a Default Value<\/a>.<\/p>\n

1. Open the Default Values panel (click the Defaults<\/strong> button on the Configuration<\/em> tab group of the Studio<\/strong> ribbon).<\/p>\n

2.\u00a0\u00a0Click Add<\/strong>.<\/p>\n

3. \u00a0Type a variable name selectedEntities<\/em> into the edit box, of type EntityList, and add three values: Earl, Esmonde, Hunter<\/em>.<\/p>\n

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 <\/p>\n

Step 3. Add a Date\/Time Range Picker<\/strong><\/p>\n

In this step we'll add a date\/time range picker, so that the user can select different dates and times to control the pivot table's dataset query parameters StartTime<\/em> and EndTime<\/em>.<\/p>\n

Related: See how to add and configure a Date\/Time Range Picker<\/a>. Read about Page Defaults in the Default Values<\/a> article.<\/p>\n

1. Drag a Date Time\/Range Picker component onto the precision layout on the top right, as shown.<\/p>\n

2. Click and drag the edges to widen the component.<\/p>\n

3. Click the component to see what the Start Date\/Time<\/strong> and End Date\/Time<\/strong> components look like.<\/p>\n

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Leave these to use the Page Defaults for startTime<\/em> and endTime<\/em>, respectively.<\/p>\n

<\/a>

Date\/Time Range Picker using startTime and endTime<\/p><\/div>\n

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Step 4. Add a Text Label<\/strong><\/p>\n

You can skip this step if you like. The text label here lists the selected entities.<\/p>\n

Related: See how to add and configure a Text Label<\/a>.<\/p>\n

1. Drag a Text Label component onto the precision layout on the top left, as shown.<\/p>\n

2. Click and drag the edges to resize to a wider text label.<\/p>\n

3. Add content to the text label: Downtime Hours for Earl, Esmonde and Hunter<\/em>, and apply one of the title styles.<\/p>\n

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 <\/p>\n

Step 5. Add a Pivot Table<\/strong><\/p>\n

1. Drag a Pivot Table component onto the precision layout, as shown.\u00a0The Pivot\u00a0Table is in the Table\u00a0\"Dataset\u00a0group.<\/p>\n

2. Click and drag the edges to stretch the component, so that it uses up most of the remaining space on the precision layout.<\/p>\n

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 <\/p>\n

Step 6. Configure the Pivot Table<\/strong><\/p>\n

In this step, we'll add data to the pivot table. We'll also preconfigure a selection of rows, columns and a value so that the pivot table displays these when the page is opened or refreshed.<\/p>\n

Click on the Pivot Table component to configure it.<\/strong><\/p>\n

1. Add Data: Add dataset query data to the pivot table, using the Data Selector for Dataset Queries<\/a>.<\/p>\n