This topic describes a pivot table, including its overview, application example, and configuration style as well as how to delete a pivot table.

Note Pivot tables are available only in Quick BI Enterprise Standard.

Prerequisites

Overview

A pivot table can be used to display the aggregates of variables and allows you to drill into data in a tree structure. One variable defines the values in the header row while the other variable defines the values in the header column. Aggregation methods include SUM, AVG, COUNT, MAX, and MIN.

Similar to a Cross table, a pivot table consists of rows and columns. Rows are horizontal and determined by dimensions such as province and product type. Columns are vertical and determined by measures such as order quantity and profit.

Notice For each pivot table, the numbers of dimensions and measures are unlimited.

Application example

Scenario: Compare multiple types of products with different package designs, order quantities, and order prices across multiple provinces. The following example uses the company_sales_record dataset to describe the application of a pivot table.

  1. In the left-side navigation pane of the Workspace page, click Datasets.
  2. In the Datasets page that appears, find the company_sales_record dataset and click in the Actions column.

    Note If you are using Quick BI Enterprise Standard, choose Standard or Full Screen as the dashboard type. The following example uses Standard as the dashboard type.
  3. On the dashboard edit page, click . A pivot table appears in the display area of the dashboard.
  4. Click the Data tab and select dimensions and measures for the pivot table.
    In the Dimensions list, find and add province, product_type, and product_box to the Rows (Dim.) field, and find and add order_number and order_amt to the Values (Mea.) field, as shown in the following figure.
    Note Ensure that you have converted the dimension type of province from String to Geo. For information about how to convert the dimension type, see Change field types.
  5. Click Update. The chart is updated.
  6. Click the Style tab to configure the basic information, display settings, and functionality settings of the chart.
  7. Click the plus sign (+) next to the value to drill into the data in a tree structure.

    For example, when you click the plus sign (+) next to Shanghai, data about product types and product boxes is displayed in a tree structure.

    shanghai
  8. Click Save in the upper-right corner. In the Save Dashboard dialog box that appears, enter a name for the dashboard and click OK.

Parameters on the Style tab

  • In the Basic Information section, set Show Title and Description and Show Link.
    Note If you want to redirect to a report or an external page, select Show Link and specify Link Text and Link Address.
  • In the Display Settings section, set Show Row Numbers, Freeze, and Wrap Text.

    In this example, Show Row Numbers is selected.

  • In the Functionality Settings section, configure conditional formatting and whether to show totals. For more information, see Functionality settings.

    In this example, conditional formatting is enabled and Show Totals is selected.

  • In the Series Settings section, specify Name, Description, Align, and Number Formatting.
The updated chart is shown as follows.

Delete a chart

Perform the following steps to delete a chart:

  1. Click the icon in the upper-right corner of a chart.
  2. Select Delete.