Configure pivot table view settings
You can configure a pivot table view so that it displays search results as a statistics chart that summarizes the data and provides insightful aggregations. It offers several visualization types (area chart, bar chart, heat map, and so on) and several aggregations (balance, first, maximum, and so on).
Fields
To add a field to the pivot table:
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In the Field section, click Add .
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Configure the following parameters:
Field Type Description Value Mandatory Field Drop-down list Defines a table field. List of available fields. Yes Position Radio buttons Sets the field position. None / Row / Column Yes -
Click Save.
Visualization
To configure the pivot table visualization:
- In the Visualization zone, click Add .
- In the Type drop-down list, select an option.
- To enable the desired aggregation, click the applicable switch to turn it on.
- If you configured several aggregations, select Default next to an aggregation to set it as the default aggregation.
- Click Save.
Aggregations
After selecting a visualization, you can enable one or multiple aggregations by using the switches. You can also select an aggregation as default.
The following table of fields provides the basis for aggregation.
| Aggregations | Number of fields required | Description |
|---|---|---|
| Average | One field | Aggregate refers to the total sum of elements in a data set. |
| Balance | One field | Balance is the sum of data, with cost expressed as a negative value and budget as a positive. |
| Count | No field | Count is the total number of data points. |
| Maximum | One field | The maximum value of all data points. |
| Median | One field | The middle value of all data points. |
| Minimum | One field | The minimum value of all data points. |
| Sum | One field | The sum of the data points. |
For information on how to display a budget as a pivot table, see Display the budget as a pivot table.