Pivot Grid

The Pivot Grid summarizes measures across row and column dimensions, allowing viewers to inspect grouped values and totals from different perspectives.

Pivot Grid

Configuring Data

Data section Requirement Description
Value Required Measures summarized in pivot cells.
Row Required with Column Dimensions displayed as row groups.
Column Required with Row Dimensions displayed as column groups.
Hidden Column Optional Field used without displaying it.
Filters Optional Fields used to restrict pivot data.
Tooltip Optional Additional fields displayed in tooltips.

Assigning Data

  1. Add the Pivot Grid to the canvas and open ASSIGN DATA.
  2. Add measures to Value and dimensions to Row and Column.
  3. Optionally add fields to Hidden Column, Filters, and Tooltip.

Field Settings

Use a field’s settings menu to configure supported rename, aggregation, sorting, filtering, relative-date, and value-format options. See Configuring Data.

Formatting the Pivot Grid

Basic Settings

Enable Classic Pivot

Switches to the earlier Pivot Grid presentation when compatibility is required.

Enable Value Sorting

Allows pivot values to determine the sort order.

Expand All Nodes

Opens every hierarchy when the widget loads.

Enable Persistence

Retains the viewer’s expanded and collapsed state. It is hidden when Expand All Nodes is enabled.

Allow Text Wrap

Wraps long cell content. It is not available in the classic Pivot Grid or Pivot Chart view.

Allow Column Resize

Lets viewers resize pivot columns.

Allow Content To Fit

Automatically sizes columns to their content.

Value Fields in Row

Places multiple measure fields on rows instead of columns.

Hide Empty Headers

Removes row or column headers that contain no data.

Empty Cells Content

Specifies the text displayed for cells without a value.

Horizontal Grid Lines

And Vertical Grid Lines control the separators between cells.

Tooltip Settings

Show Tooltip

Displays field and value details when a viewer points to a pivot cell.

Customize Tooltip

Opens the tooltip editor for arranging and formatting tooltip content.

Enable RTL

Displays tooltip content from right to left. Tooltip settings are hidden in Pivot Chart view.

Pivot Chart Settings

Enable Pivot Chart

Displays the pivot result as a chart. It is unavailable in the classic Pivot Grid.

Chart Type

Selects the chart used to visualize the pivot result.

Show Stripe Line

Displays a reference band on the Pivot Chart.

Start Value

And End Value define the reference band’s value range.

Stripe Line Color

Sets the band color, and Stripe Line Text specifies its label. These properties are available when Show Stripe Line is enabled.

Content Settings

Row Height

Sets pivot-row height from 25 through 120 pixels. It is disabled when text wrapping controls row height.

Column Width

Sets data-column width from 10 through 500 pixels. It is disabled when Allow Content To Fit is enabled.

Header Column Width

Sets row-header width from 100 through 1000 pixels and is disabled when content-to-fit sizing is enabled.

Group Bar Settings

Show Group Bar

Displays the panel used to review and rearrange row, column, value, and filter fields.

Show Sort Icon

Displays sorting controls on group-bar fields.

Show Filter Icon

Displays filtering controls on group-bar fields.

Grand Totals Settings

Show Row Grand Totals

Displays a grand-total row, and Row Grand Total Text specifies its label.

Show Column Grand Totals

Displays a grand-total column, and Column Grand Total Text specifies its label.

Show Row Subtotals

Displays subtotals for row groups. Row Subtotal Fields selects which row fields receive subtotals.

Show Column Subtotals

Displays subtotals for column groups. Column Subtotal Fields selects which column fields receive subtotals.

Edit Field Settings

Column Options

Opens the field editor for configuring supported aggregation, sorting, filtering, and display options for assigned fields.

Alignment Settings

Row Header

Sets row-header alignment to Left, Right, or Center.

Column Header

Sets column-header alignment to Left, Right, or Center.

Value

Sets pivot-value alignment to Left, Right, or Center.

Refer to Linking for cell navigation.

Formatting

Group Panel Background

Sets the group-bar background color.

Header Background

And Header Foreground set pivot-header fill and text colors.

Include Subtotal Cells

Applies configured formatting rules to subtotal cells.

Color Settings

Opens the value and conditional-formatting editor for pivot cells.

Font Settings

Refer to Font Settings for pivot fonts.

Filter

Refer to Filter Settings for filter behavior.

Container Appearance

Refer to Container Appearance for widget-container styling.

Container Actions

Refer to Container Actions for viewer actions.

No Data Appearance

Refer to No Data Appearance for empty-state settings.

Export Settings

Refer to Export Options for export settings.

View Underlying Data

Refer to View Underlying Data for access to pivot records.