Wyn Enterprise User Guide

Pivot Table

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.

Pivot Table Example

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.

Dragging and dropping the Pivot Table on 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.

Binding the Pivot Table to 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.

Pivot Table with bound data

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.

Editing cell values in Focus mode

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.

Pivot Table with highlighted custom data

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.

Applying aggregation methods on the attributes

Analyze Data

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.

Using the Action Bar to filter the year values

Customize Appearance

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.

General Settings

  1. 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'.

    Hiding totals rows and columns in Pivot Table

  2. 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.

    Swapping Rows and Columns in a Table

  3. 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'.

    Modifying colors for data stripes in the table

  4. 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.

    Aligning text within the table

Advanced Settings

  1. 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'.

    Enabling Automatic Scrolling in Data Table

    The data within the pivot table automatically starts scrolling when you preview the dashboard as shown in the following image.

    Automatic Scrolling in the scenario