4.6.11 Managing Pivot Reports

Pivot reports transpose rows into columns to generate results in a crosstab format.

Select pivot columns and rows and then provide the functions to be represented in the pivot report. Once created, pivot reports display a new icon in the search bar.

• Creating a Pivot Report
  Create a pivot report by opening the Pivot dialog from the Actions menu.
• Editing a Pivot Report
  Edit a pivot report by clicking the Edit Pivot filter in an interactive report and opening the Pivot dialog.
• Deleting a Pivot Report
  Remove a pivot report from an interactive report in the Pivot dialog.

4.6.11.1 Creating a Pivot Report

Create a pivot report by opening the Pivot dialog from the Actions menu.

To create a pivot report:

1. Click the Actions menu and select Pivot.
   The Pivot dialog appears.
2. In the Pivot dialog:
   1. Pivot Columns - Select the columns to display (for example, Status). To add additional columns, click Add Pivot Column.
   2. Row Columns - Select the rows to display (for example, Project). To add additional columns, click Add Row Column.
   3. Computation:
      • Select a function, column, label, and format mask.
      • To create a sum, click the Sum check box (optional).
   4. Click Apply.

The Search Bar now contains at least two icons, including View Report and View Pivot. Click these icons to toggle between the report view and the pivot view.

The following example shows a Pivot report that displays the number of closed, on-hold, open, and pending tasks associated with each project.

Description of the illustration ir_pivot.png

4.6.11.2 Editing a Pivot Report

Edit a pivot report by clicking the Edit Pivot filter in an interactive report and opening the Pivot dialog.

To edit a pivot report:

1. Click the Edit Pivot filter.
   The Pivot dialog appears.
2. Edit the attributes.
3. To remove a previously defined column or row, select the default setting, Select Pivot Column and Select Row Column.
4. Click Apply.

4.6.11.3 Deleting a Pivot Report

Remove a pivot report from an interactive report in the Pivot dialog.

To delete a pivot report:

1. Click the Edit Pivot filter.
   The Pivot dialog appears.
2. Click Delete.

Tip:

You can also click the Remove Pivot icon to the right of the Edit Pivot filter.