Create or Update Pivot Grids

Create or update Pivot grids to organize and analyze data from a selected data source and a selected project/shell in visualizations. You can create these grids from the Content log of the application.Unifier

To create or update Pivot grids for visualizations:

1. Sign in to Unifier with company administration credentials.
2. Go to the Company Workspace tab, and switch to Admin mode.
3. In the left Navigator, select Visualizations, and then select Content.
4. In the Content log (right pane), select Create.
5. On the Create page, specify the following information:
   1. To preview the data before creating the chart:
      1. From the Data Source list, select the data source to use for creating the content item.
      2. From the Preview Project list, select an active project/shell, and then select Preview Data.
   2. From the View Type list, select Pivot Grid.
   3. In the Name field, enter a name for the Pivot grid.
   4. (Optional) In the Description field, enter a short description about the Pivot grid.
   5. From the Value list, select a data element from the data source selected above. Displays Count by default.

      For the selected data element in the Value list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default for non-numeric data elements) The total number of rows of the selected data element.
      • Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
      • Median: The central value among all values of the selected data element.
      • Min: For numeric fields, displays the lowest value of the selected data element. This measure is not applicable to date fields.
      • Percentage: A percent of the filtered value from the total of the selected data element.
      • Sum: Sum of all values of the selected data element.
   6. From the Columns list, select a data element to create columns for the Pivot grid.
   7. (Optional) Select Add Columns to include additional column tiers in the Pivot grid.
   8. From the Rows list, select a data element to create rows for the Pivot grid.
   9. (Optional) Select Add Rows to add row tiers in the Pivot grid.
   10. (Optional) In the Show Totals field, toggle to show or hide the column totals in the grid.
   11. To visually highlight specific fields in the Pivot Grid, Configure and Manage Conditional Formatting of Tables and Pivot Grids.
   12. Make changes as needed to refine your selections.
   13. After making all changes, perform any of the following actions:
       • To save the chart in a Draft status, select Create Draft, and return to the Content log.
       • To save additional changes made to an existing chart in Draft status, select Update Draft.
       • To delete the chart, select Cancel. You will lose all unsaved changes made to the chart.
       • To make the chart available to your users for data visualizations, select Publish, and return to the Content log.