1. Working with Planning
  2. Planning with Task Manager
  3. Working with Views and Filters
  4. Working with Views
  5. Working with Pivot Views
  6. Customizing a Pivot View

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:

  1. Display the pivot view for the required object.

  2. Click the Edit icon at the top-right.

    The Edit Pivot dialog appears. It contains three tabs: Properties, Layout, and Columns.

  3. In the Properties tab, enter the basic view properties. See Setting Pivot View Properties.

  4. In the Layout tab, specify the details of how data must be grouped. See Setting Pivot View Layout.

  5. In the Columns tab, enter the data labels and the sorting order for the data. See Specifying Pivot View Columns.

  6. 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.