Create or Update Pivot Grids

Create or update Pivot grids to organize and analyze data from a selected data source and a selected project/shell in visualizations. You can create these grids from the Content log of the application.

To create or update Pivot grids for visualizations:

  1. Sign in to Unifier with company administration credentials.
  2. Click the Company Workspace tab and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Content.
  4. In the Content log (right pane), click Create.
  5. In the Create page, specify the following information:
    1. From the Preview Project list, select an active project/shell and click Preview Data to preview the data you can use to create the Pivot grid.
    2. From the Data Source list, select the data source to use for creating the content item.
    3. From the View Type list, select Pivot Grid.
    4. In the Name field, enter a name for the Pivot grid.
    5. (Optional) In the Description field, enter a short description about the Pivot grid.
    6. From the Value list, select a data element from the data source selected above. Displays Count by default.

      For the selected data element in the Value list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default for non-numeric data elements) The total number of rows of the selected data element.
      • Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
      • Median: The central value among all values of the selected data element.
      • Min: For numeric fields, displays the lowest value of the selected data element. This measure is not applicable to date fields.
      • Percentage: A percent of the filtered value from the total of the selected data element.
      • Sum: Sum of all values of the selected data element.
    7. From the Columns list, select a data element to create columns for the Pivot grid.
    8. (Optional) Click Add Columns to include additional column tiers in the Pivot grid.
    9. From the Rows list, select a data element to create rows for the Pivot grid.
    10. (Optional) Click Add Rows to include additional row tiers in the Pivot grid.
    11. Make changes as needed to refine the above selections.
    12. After making all changes, select any of the following actions:
      • Create Draft: Click to create the grid in a Draft status and return to the Content log.
      • Update Draft: Click if you are editing an existing grid in Draft status.
      • Cancel: Click to delete the grid. You will lose all unsaved changes made to the grid.
      • Publish: Click to make the grid available to your users for data visualizations and return to the Content log.

Related Topics

Create or Update Content for Data Visualizations

Create or Update Area Charts, Bar Charts, and Line Charts

Create or Update Bubble Charts

How Data Caching Works in Unifier

Create or Update Pie Charts and Donut Charts

Create or Update KPI Cards

Create or Update Tables


Last Published Friday, April 11, 2025