1. Administering Tax Reporting
  2. Working with Views and Filters
  3. Working with Views
  4. Working with Pivot Views
  5. Customizing a Pivot View
  6. Setting Pivot View Layout

Setting Pivot View Layout

The Layout tab specifies how data in the pivot view must be summarized. Filters can also be applied on the data that is considered for summarizing.

Specify the following layout details:

  1. In the X Axis section, specify details about the primary grouping to use in the view.

    • In Type, select one of the following: None, Attribute, Date, User, Yes/No, or True/False.

      If you set the Type to Attribute, in Attribute 1, select the attribute that must be used to group data. For example, Organizational Unit.

      Optionally, you can create another subgroup, within the Attribute 1 group, by selecting another attribute in Attribute 2.

    • In Sort, select the attribute and the order on which data must be sorted.

    • Select Swap Rows and Columns to swap the display of rows and columns in the grid.

  2. In the Legend (Series) section, click the Add icon to create one row for each attribute for which you want to summarize data. This summary is created within the specified Type. There must be at least one row in this section.

    For each row, specify the following details:

    • In Value, select the attribute whose data must be summarized. For example, Approvers (Count).

    • In Aggregation, select the aggregation operation to be performed on the summarized data. It will default to the aggregation method specified on the attribute that you selected.

      Note:

      If you select a non-numeric attribute in Value, the only Aggregation available is Count.

    • In Categories, optionally select the attribute by which the data is summarized, within the Value group.

    • In Group By, select an attribute from the list. This is applicable only when Type is set to a value other than Attribute.

    • Click Filter to apply a filter on the data that is included in the pivot view. This filter is first applied on the data and then the data is summarized using the specified criteria.

      By default, the first clause in a filter condition is displayed as the label for this filter.

  3. Click OK.

Considerations When Using Aggregation

For Task Manager example, see Example: Viewing Organizational Units Based on Task Status

For Supplemental Data Manager example, see Example: Grouping Templates to Display Supplemental Data Forms Based on Status