Overview:
Pivot tables are a new functionality added with the April 16th, 2022 release. This feature has been added to all Chart List applications, and will allow users to create custom pivot table aggregations of the data based on the dimensions and measures available within the application.
As of the November 12th, 2022 release, users are now able to save pivot tables containing their custom settings. Users must be in 'Chart and Table View' when saving pivots.
Pivot tables are available as an alternate to the table Detail View in Chart List applications. To start using the Pivot Tables, select the Pivot View in the table.
From there, you will want to input the desired dimensions and measures for your pivot report.
- Dimensions: You have up to three (3) dimensions available to choose from, selecting from the available drop-downs. These includes fields such as Account information and Service Levels to aggregate the data by. This will vary dependent on the application.
- Measures: Measures are the column fields that will be aggregated in the table. You can select these via the Table Settings gear icon, same as you would select your column fields in the detail view. These will vary dependent on the application.
Once you have selected your desired Dimensions and Measures, select Go to run your Pivot Table report. From here you can select into certain fields to see further details, or export this out to excel.
To view pivot table data in a flattened view, click on the three dots to bring up the pivot menu, and select from the drop down list as shown in the image below.
The data will refresh to display the information in a flattened view. This setting is currently limited to 2 dimensions.
Select "Yes" from the toggle above the pivot to view the data in in percentages.