Configuring Related Actions From Pivot Grid Wizard

To configure Related Actions from Pivot Grid Wizard:

1. Select Reporting Tools, Pivot Grid, Pivot Grid Wizard.

2. Open an existing Pivot Grid model, and access Step 5 - Pivot Grid Display page.

3. Click the Configure Related Content link.

   The Assign Related Content modal window appears.

4. Define the values for Service ID, Service Label, and Service Target.

   This example illustrates the fields and controls on the Assign Related Actions page.

   

5. Optionally, select the Bulk Action option.

   See Bulk Related Actions for a list view in Viewing Related Actions from the Fluid View.

   Click the Configure button.

6. Set the Mapping Type to Data Column.

7. Click the search icon in the Select column to select an appropriate Pivot Grid data column.

8. In the Menu Options section:

   • Select the Detail View option to display the related actions menu only in the Detailed View grid.

   • Select the Aggregate View option to display the related action menu in both grid and chart.

   • Select the data columns on which you want to show the menu.

   This example illustrates the Configure Service modal window.

   

9. Click the OK button to exit the Configure Service window, and click the OK button again to exit the Assign Related Content modal window.

10. Save your settings.

This example illustrates a chart-only model with the related action menu accessed on a chart. Note that, in a chart view, clicking the chart displays the related actions for the fact being plotted on the Y axis.

This example illustrates a Pivot Grid Only model with the related action menu accessed on the grid.