Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Create Static Report
- Create Tabular Report
- Create Parameterized Report
- Create Master-Detail Report
- Create Pivot Report
- Create Report with Chart
- Styles and Themes
- Expression Editor
- Report Templates
- Working with Dashboards
- Dashboard Designer
- Selecting a Dataset
- Data Attributes
- Dashboard Scenarios
- Charts and KPIs
- Calc Charts
- Containers and Components
- Dashboard Appearance
- Preview Dashboard
- Export Dashboard
- Data Analysis and Interactivity
- View and Manage Dashboards
- Governing Data and Resources
- Create Data Source
- Data Source Connections
- Create Dataset
- Create Semantic Model
- Secure Data Management
- Create Floor Plan
- Upload Resources
- Using Dashboard Designer
- Section 508 Compliance
Pivot Table is a powerful tool for analyzing large amount of data. It is extensively used to summarize the data and extract significance from a detailed dataset. It also allows you to group the data in different ways to help you draw conclusions easily. It shows the grand total at the end of each rows and columns. You can swap rows and columns in a pivot table to view data from different perspectives.
Design a Pivot Table in Wyn Enterprise
From the Dashboard Toolbox, open the Data Visualization node and drag-drop the Pivot Table scenario onto the design area.
Bind Dataset to Table Scenario
With the scenario selected, from the Data Binding tab, select the dataset. Once the dataset is successfully loaded in the designer, the data binding panel automatically expands and displays the data attributes available in the dataset.
The following image shows the pivot table scenario bound to the 'RetailDataset' dataset.
On dragging and dropping the data attributes to the data binding area of the scenario, the table is drawn accordingly, with a default table title on the design area.
You can change the values plotted in the pivot table by entering the Focus mode. Use the Focus button on top of the scenario and edit the cell values. Note that you cannot modify the values for the table headers.
By default, the modified values in the table are highlighted with a different color as shown in the following image. To customize this default behavior, set the Highlight Custom Data property to 'False'. Also, if you want to remove the modified content from the table, use the Clear Custom Data on the Action Bar. Note that this button is available only in the Focus mode.
Format Data Attributes
You can format the data attributes in a dataset by performing a variety of operations such as renaming, modifying data format and display unit, creating a hierarchy field, applying an aggregation method, etc. Using these operations, you can control the display of data attributes in a scenario.
For more information about these operations, see Data Attributes.
In the following pivot table scenario, percentile quick function is applied to gross profit attribute to show the gross profit margin.
Wyn Dashboards scenarios support rich data analysis and exploration capabilities that can help analyze massive amounts of information and make data-driven decisions. For example, adding filters to scenarios, sorting data, applying conditional formatting, etc. Note that you can apply all these operations using the Action Bar corresponding to each scenario in the designer.
For more information, see Data Analysis and Interactivity in Dashboards.
The following image shows filtered data in the pivot table scenario for years - 2015 and 2016.
You can customize the default table appearance by setting properties in the Inspector tab of the scenario such as adding a border, hiding totals or subtotals, adjusting text alignment, renaming table title, changing background color, swapping rows and columns, enabling automatic scrolling, etc.
Hide Totals or SubTotals
By default, Wyn Dashboards show grand totals and subtotals at the end of each rows and columns in pivot tables. You can hide these totals or subtotals in pivot table when they are not required in the table to get a clearer view of the data. Use the GrandTotal Settings property for Totals and set it to 'None', while for SubTotals, use the Display Mode property and set it to 'Hidden'.
Swap Rows and Columns
The Swap Rows and Columns button on the Action Bar lets you transform the rows in a pivot table into columns and columns into rows, respectively.
Modify Data Stripes
Wyn Enterprise uses default colors for the alternate data stripes in a table scenario. To change the default color, use the Background Color properties for the first and second data stripes and set them to a suitable color from the color palette. Also, you can disable the alternate row style in the table by setting the Use Alternate Row Style to 'False'.
Adjusting Text Alignment
In Wyn Enterprise, you can easily manage the text alignment within the pivot tables by using the Text Alignment property in the Data Binding area.
Enabling Automatic Scrolling
When your pivot table contains thousands of rows or even more, it becomes difficult to scroll through the data. In such cases, you can enable automatic scrolling using the Auto Scroll property and set the scrolling speed to either 'Slow' or 'Fast'. By default, the scrolling speed is set to 'Normal'.
The data within the pivot table automatically starts scrolling when you preview the dashboard as shown in the following image.