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.

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 two icons: 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

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.

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.