Performing Actions on the Pivot Grid Fluid View

Open the Pivot Grid Viewer search page from Reporting Tools > Pivot Grid > Pivot Grid Viewer. Click the pivot grid model name to view pivot grid models in the fluid mode.

See, Pivot Grid Viewer Search Page.

Note: You can also use tiles on the dashboards and homepages or the Related Information panel to view a Pivot Grid model in fluid mode.

Image: Pivot Grid Only model in the fluid view

This example illustrates a Pivot Grid Only model in the fluid view.

Pivot Grid Only model in the fluid view

When the number of columns in the grid is less than the width of the view port, the grid expands to fill the space. However, when the number of columns is more than can be accommodated in the view port, a horizontal scrollbar is available for you to scroll and view the complete grid.

You can click the Need Help link in the grid region to view the help message for the drag-and-drop function.

Image: Need Help window

This example illustrates the Need Help window when you click the Need help? link. Use the Need Help window to view how to drag filter to row or column.

Need Help window

The grid fact data points are actionable. These options are similar to the classic Pivot Grid Viewer.

  • When bulk-related actions are not configured, clicking the data point on the grid displays the Detail View in a modal for the Grid and List view model.

  • When bulk related action is configured, clicking the data point populates a menu that enables you to either select an action or drill to the Detail View from that data point.

The filters in the left panel of the fluid view can be dragged onto the regions that are marked with Column and Row labels. You cannot perform drag-and-drop on the filters that include a disabled Drag icon.

Image: Dragging filters to regions in fluid mode

In this example, you cannot drag-and-drop the Product and Region filters because these filters include the disabled Drag icons, but you can drag-and-drop the Month filter because its Drag icon is active.

Pivot Grid Only model in the fluid view

You can drag-and-drop the axis between the column and the row regions that are above the grid.

Image: Dragging axis between column and row in fluid mode

This example illustrates how the Product axis is dragged from the Row region to the Column region.

Dragging axis between column and row regions in fluid view

You can change the axis level by performing a dragging and dropping within row or column regions.

Image: Moving Product axis to Region

This example illustrates how to drag the Product axis and move it to before the Region axis. This move will place the Region axis below the Product axis.

Changing the axis level

Image: Results of changing the axis level

This example shows the Pivot Grid model after you drag Product axis and drop it on Region.

Results of changing the axis level

You can use the Expand All or Collapse All link at the top right of the grid to expand or collapse all data points in the grid. This function is similar to that in the classic Pivot Grid Viewer. However, to expand or collapse a single data point in the grid, you must click the +All link.

Image: Expanding node

This example shows the Pivot Grid Only model after the product node (All) in the HAWAII region is expanded.

Expanding Product node in a grid

Click on any data point on the grid to display Actions menu. This menu includes link to Detailed View of the data point. It also has list of related actions applied to the data point.

Image: Actions on a data point

The example displays a pivot grid model on the fluid viewer. You can access related actions from any data point on the grid, if the actions are configured.

Interactive chart data points