Create or Edit Pivot Grids for Visualizations in Projects/Shells

Prerequisite

You must have the Manage Content permission to perform this task.

Procedure

To create or edit Pivot grids for visualizations in a project/shell (User mode):

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode.
   For example, select a tab called Vision Corporation.
3. In the left Navigator, select Visualizations.

   or

   If configured, access the Visualizations log from a business process log as follows:

   1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
   2. From the Visualization list, just below the User mode indicator, select a visualization.
4. In the Visualizations log (right pane), perform one of the following actions:
   • Select Create to add a new visualization in the project/shell. Then on the Create page, do the following to preview the data before creating the item:
     1. From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
     2. From the Preview Project list, select an active project/shell and then select Preview Data.

   or

   • Select a visualization in the log and select Edit. Then on the Edit page, select Edit for a content item in the visualization layout.
5. On the Create or Edit page, specify or update the following information:
   1. From the View Type list, select Pivot Grid.
   2. In the Name field, enter a name for the Pivot grid.
   3. Optional: In the Description field, enter a short description about the Pivot grid.
   4. 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) 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. For date fields, displays the minimum date.
      • Sum: Sum of all values of the selected data element.
   5. From the Columns list, select a data element to create columns for the Pivot grid.

      (Optional) To include additional column tiers in the Pivot grid, select Add Columns.

      To specify a sort order, select
      
      . Choices include Ascending, Descending, and None.

   6. From the Rows list, select a data element to create rows for the Pivot grid.

      (Optional) To include additional row tiers in the Pivot grid, select Add Rows.

      To specify a sort order, select
      
      . Choices include Ascending, Descending, and None.

   7. Optional: In the Column Totals field, select whether to show or hide the column totals in the grid.
   8. Optional: In the Row Totals field, select whether to show or hide the row totals in the grid.
   9. To visually highlight specific fields, see Configure and Manage Conditional Formatting of Tables and Pivot Grids.
   10. Make changes as needed to refine the above selections.
6. After making all changes, perform any of the following actions:
   • To analyze the underlying data of the grid, right-click on any cell and select View <data source> to navigate to the associated BP log, Cost Sheet, or Cash Flow in a new tab.
   • If you created a Pivot grid, select Create, and return to the Edit page.
   • To confirm all the changes made to the edited grid, select Update, and return to the Edit page.
7. On the Edit page, select Save to update the visualization with any created or edited content.