Customizing a Pivot View
You can customize a pivot view to summarize the data based on your business requirement. Data can be grouped by a maximum of two attributes.
To customize a pivot view:
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Display the pivot view for the required object.
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Click the Edit icon at the top-right.
The Edit Pivot dialog appears. It contains three tabs: Properties, Layout, and Columns.
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In the Properties tab, enter the basic view properties. See Setting Pivot View Properties.
- In the Layout tab, specify the details of how data must be grouped. See Setting Pivot View Layout.
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In the Columns tab, enter the data labels and the sorting order for the data. See Specifying Pivot View Columns.
- Click OK.
Note:
If you drill down into a record, update one or more details, save it, and return to the pivot view, these changes are not visible. You must refresh the pivot view to see the latest updates.