{"id":5649,"date":"2017-02-02T13:58:29","date_gmt":"2017-02-02T05:58:29","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=5649"},"modified":"2024-06-06T11:44:38","modified_gmt":"2024-06-06T03:44:38","slug":"using-pivot-tables","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/using-pivot-tables\/","title":{"rendered":"Using Pivot Tables"},"content":{"rendered":"

<\/p>\n

Overview<\/span><\/h2>\n

IFS OI Explorer Pivot Tables allow you to analyse and summarise data in any way you choose.<\/p>\n

Would you like to group and summarise production figures by quarter? Or would you like to see annual production figures by region?<\/p>\n

This article shows you how to group and summarise the data you have, in any way you choose.<\/p>\n

Pivot Table Layout<\/h2>\n

First of all, your Pivot Table will look something like this on your Explorer page.<\/p>\n

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Features of a Pivot Table<\/p><\/div>\n\n\n\n\n\n\n\n\n\n\n
Title<\/em>:<\/td>\nThe title here (not part of the pivot table) shows which columns<\/strong>, headers<\/strong> and fields<\/strong> have been used.<\/td>\n<\/tr>\n
Pivot Columns<\/em>:<\/td>\nThese may vary depending on the pivot table's dataset. In this example, the field selected for this pivot table column is DowntimeReason<\/em>, and the dataset has three different values for DowntimeReason<\/em>: 'Shutin', 'Online' and 'Slugging'.<\/td>\n<\/tr>\n
Column Totals<\/em>:<\/td>\nTotals are grey. Column totals also refer to the row. In this example, column totals for the row 'Glen Innes' are: 16,852.00<\/em> for 'Shutin', 12,608.00<\/em> for 'Online' and 8,190.00<\/em> for 'Slugging'. The grand total for these three columns are: 35,6749.00<\/em>, 27,545.00<\/em> and 18,260.00<\/em> respectively.<\/td>\n<\/tr>\n
Pivot Rows<\/em>:<\/td>\nThese may vary depending on the pivot table's dataset. In this example, the fields selected for this pivot table rows are Region, Area <\/em> and Location<\/em>, in that order, and the dataset has several different values for these fields: for example 'Far North Coast' (a Region<\/em>), 'Glen Innes' (an Area<\/em>), and 'Shannon Vale' (a Location<\/em>).<\/td>\n<\/tr>\n
Row Totals<\/em>:<\/td>\nEach row has values for each column. The row total is the sum of the column values for that row.<\/td>\n<\/tr>\n
Pivot Values<\/em>:<\/td>\nThe value in each cell of the pivot table is the value of the column and row: so for example, Online<\/em> (column<\/strong>: downtime reason) downtime hours<\/em> (value<\/strong>: downtime hours) at Stonehenge<\/em> (row<\/strong>: location).<\/td>\n<\/tr>\n
Total Value<\/em>:<\/td>\nThe total value in each cell of the pivot table is the total value of the column and row: so for example, Online<\/em> (column<\/strong>: downtime reason) downtime hours<\/em> (value<\/strong>: downtime hours) at Stonehenge<\/em> (row<\/strong>: location).<\/td>\n<\/tr>\n
Grand Total<\/em>:<\/td>\nThe grand total is the total sum of value<\/em> (in this case, downtime hours<\/em>) for the dataset, regardless of which columns and rows have been used.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Some Examples<\/h2>\n

Here are some examples of how your data can be represented. It's the same data - just a different Pivot Table configuration.<\/p>\n\n\n\n\n\n\n\n\n
Downtime Hours per Area, grouped by Location.<\/td>\n <\/td>\n<\/tr>\n
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 <\/td>\n<\/tr>\n
Downtime Hours per Entity Type, grouped by Area.<\/td>\n <\/td>\n<\/tr>\n
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 <\/td>\n<\/tr>\n
Downtime Hours per Corporation and Area, grouped by Downtime Reason.<\/td>\n <\/td>\n<\/tr>\n
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 <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Configuring your Pivot Table<\/h2>\n

The Pivot Table allows you to manipulate columns, rows and values, so that you can analyse your data by various criteria.<\/p>\n

Note that you can revert to the pre-configured layout by refreshing the page. So experiment as much as you like.<\/p>\n

To refresh the page, click the Page<\/em> tab on the Ribbon, and click Refresh<\/strong>.<\/p>\n

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Drag Fields into Rows, Columns or Values Boxes, for Pivot Table Layout<\/p><\/div>\n

Now look at the same data, but this time grouped by Location and Entity Type.<\/p>\n

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The Same Data, but Presented Differently<\/p><\/div>\n

Configuring: Detailed Instructions<\/h2>\n

Note that Pivot Tables are usually pre-configured to show certain data. You can choose to change this, if that suits your purpose.<\/p>\n

Adding Data to the Pivot Table<\/strong><\/p>\n

To add a field to the pivot table, drag it from the Fields<\/strong> box and drop it into the Columns<\/strong>, Rows<\/strong> or Values<\/strong> box.<\/p>\n