Example: Viewing Organizational Units Based on Task Status

This example describes how to create a pivot view that groups organizational units based on the status of the tasks. The following image displays the Pivot view.

Schedule Tasks Pivot View

Use the following steps to create the above Pivot view:

  1. In the Home page, click Tasks to display the Schedule Tasks page.
  2. Click the view selector icon and select Pivot View.

  3. Click the Edit icon to configure the Pivot view as per your requirement.
  4. On the Properties tab:

    • Background: No Fill
    • Header Size: 13
    • Data Size: 14
    • Period: Selection
  5. On the Layout tab:
    • In X-Axis:
      • In Type, select Attribute.
      • In Attribute1, select Organizational Unit.
      • In Sort, select Organizational Unit from the first drop-down list and then select Descending from the second drop-down list.
    • In Legend (Series):
      • In Value, select Task.
      • In Categories, select Status.
  6. On the Columns tab, select the displayed labels.

  7. Click OK.