Pivot table

A pivot table is a tool that quickly summarizes and analyzes large data sets. The pivot table in Comarch BI Point application is used to:
  • Summarize data
The pivot table allows you to summarize large amounts of data to easily understand the general overview.
  • Move and organize data
It moves and organizes data in a way that facilitates analysis. You can easily rearrange the data by dragging and dropping the appropriate fields.
  • Filter data
Pivot tables allow you to filter data by various criteria so that you can focus on specific aspects of your analysis.
  • Calculate totals, averages, etc.
It automatically calculates totals, averages, minimums, maximums and other functions for selected data.
  • Update data dynamically
The pivot table automatically adjusts to changes in the source data. When data is updated or modified, the pivot table also updates.   Additional features available directly in the pivot table are:
  • Lock row headers
The option Lock row headers is used to keep row headers visible even when scrolling through large data sets. When row headers are locked, the first row always remains visible at the top of the sheet, even when you scroll down the page. This makes it easier to identify the data in a particular row, especially when you have a lot of data and have to scroll through the sheet to see everything.
  • Transpose rows and columns
Transposing rows and columns means swapping the orientation of the data in the sheet. If you have data organized in columns, transpose will convert them into rows and vice versa.
  • Other features
such as Save to File (which exports a table to a file). Expand All and Collapse All.
Wskazówka
To add data to a pivot table, use the left data dashboard.  

Wskazówka
Use the right formatting pane to format the template and cells.

 

Context-based actions

Depending on the selected pivot table item, there are additional options designed specifically for the selected area.

1. Selecting a pivot table area

Activates two actions at the top, which you can carry out from the context menu: The two actions are:
  • Copy - used to copy the entire pivot table
 
  • Show formatting pane – expands analysis left pane designed for formatting the view
 

2.Actions available when selecting a dimension name

Upon selecting a dimension, you can filter out the dimension data in the context pane. Selectable options are:
  • Filter – opens the left pane of data filtering
  • Sort by (OLAP model only) – sort options available for OLAP models. This option is not available for analyses based on other data models.
  • Sort by ascending/descending
  • Change value format – expands the right formatting pane, where you can change the format in which the values are displayed
  • Dimension custom name – used to change the attribute name displayed in the analysis
  • Show formatting pane – expands analysis right pane designed for formatting the view
 

3. Actions available when selecting attribute element in a pivot table

Selecting an attribute element (attribute value) activates the context menu. Selectable options are:
  • Copy – copies attribute name
  • Sort by ascending/descending
  • Show selected element only – when selected, only the selected element in the pivot table is filtered out automatically
  • Hide selected element – hide the selected element in the pivot table
  • Change value format – expands the right formatting pane, where you can change the format in which the values are displayed
  • Custom name – used to change the name of the attribute element displayed in the analysis
  • Show formatting pane – expands analysis right pane designed for formatting the view