Purpose 

Creating a Pivot Table

To create a Pivot View, follow the steps given below:

1. Open the Workspace containing the required data with which you want to create a Pivot Table.
2. Click Create > Pivot View.
3. In the Select Base Table dialog box, choose the required table in your workspace on which you want to create the Pivot Table, and click OK. Alternatively, you can also create a new Pivot table by opening the corresponding table on which you want to create the pivot table and invoking the New > New Pivot View option in the toolbar.
4. The Edit Design mode will open. In Edit Design mode, you will notice that all the columns of the selected table will be listed as drag and drop items on the left side Column List pane. On the right-hand side, you can see the Design Area with shelves to drop the columns and preview area below to view the Pivot created.

Once you have created the required Pivot Table, click Save button in the toolbar to save the view. In the Save As dialog box that appears, type the Name, Description for the Pivot Table and choose the folder where the view is to be saved and click OK. You can also customize the look and feel of your Pivot Table using the customization options available. 

About Shelves

Below is a brief description of each of the shelves in the Pivot tab.

• Column: Distinct data values present in the columns dropped in this shelf will appear as the column headers of your pivot table. You can also have multiple columns dropped in this shelf for summarization. When you add multiple columns, they will be displayed as categorized layers (a group within a group) of data vertically.
• Row: Distinct data values present in the columns dropped in this shelf will appear as the row headers of your pivot table. You can also have multiple columns dropped in this shelf for summarization. When you add multiple columns, they will be displayed as categorized layers (a group within a group) of data horizontally.
• Data: Values of the columns dropped in this shelf will appear in the body of the pivot table. Values will be summarized based on the summary function that you select. Also, it will be categorized to provide the appropriate summary value for each cell corresponding to the row and column value in the table. You can also have multiple columns dropped in the Data shelf for summarization.

The best way to understand how to summarize data in a Pivot table is by example. The following is a table showing sales data of a store.

In the example shown below, pivot table summarizes the data in the above table and presents the total sales in each region grouped by each year. In this example, the pivot table has Date column in Column shelf, Region column in Row shelf, and Sales column in Data shelf. Sales in each region is displayed using a Sum aggregation. Also, RCM Analytics automatically summarizes (in this example it is an addition) the values of each row and column based on the summary function that you select. Summary row and column will be added at the bottom and to the right of the pivot table.
Functions that are applied on each of the columns in the example here are:

• Date - Year (all distinct years in the column will be displayed)
• Region - Actual (all distinct values in the column will be displayed)
• Sales - Sum (sum of the values in the column will be displayed)

You can also change a data column to use any one of the other functions like: Sum, Count, Average, Standard Deviation etc., depending on the data type of that column, which will be discussed in the next section.

Multiple columns in Row, Column and Data Shelves

Columns/Rows Shelf

RCM Analytics allows you to drop multiple columns in to each of the shelves. When you have more than one column in Column/Row shelf, RCM Analytics groups data in the order they appear in the shelf, from left to right or top to bottom. 

For example, if you add Product Category and then Product to Rows shelf, all the products will be grouped by their product categories making it easy to see related data and summary information. Similarly, if you add Date and then Region in the Column shelf, then for each distinct year all the regions will be grouped under it to provide the corresponding summary information.

Data Shelf

When you drop multiple columns into the Data shelf, these columns will be arranged horizontally as separate columns in the pivot table as shown.

Summary Rows and Columns

When you create a Pivot Table, RCM Analytics automatically adds summary rows and columns to it, based on the summary function that you select. A row displaying summary values of each group of data will also be added, if you have added more than one column to the Row shelf of your Pivot Table. For each column dropped in the Data shelf there will be a summary column added to the right of the pivot table.

Applying Functions on Columns

RCM Analytics allows you to apply functions like Sum, Count, Average, Min, Max, Year, etc., on the columns to group and summarize data in the Pivot table you create. When you apply a function on a column, a single value will be returned, derived based on the values in the column.
In RCM Analytics, list of Aggregate/Categorical Functions that you can apply on a column varies depending on the data type of the column. The default function for a Numeric (including Currency) data type is Sum and for a Date data type it is Year. If the data type of the column is a string (Categorical/Dimension column) and not numeric, then the default function applied is Actual Values.

To change this default function that is applied:

• Open the Pivot table in the Edit Design mode, after dropping the column select the required function (aggregate/category) from the drop-down list present on the column. The drop-down list displays all the applicable functions based on the data type of the column, as shown in the screen-shots below.
• Once you select the aggregation that you would like to use, you can click the Click here to Generate Pivot link or you can click the View Mode button in the toolbar.

For instance, if you want to find the average sales of each product by product category in each region, select an Average function from the drop-down list for Sales (Data) column and then click Click here to Generate Pivot link or View Mode button in the toolbar.

The following tables list all the functions along with the description of their functionality that are applicable for the Rows and Columns field.

Numeric and Currency Data Types:

Date Data Type - Actual values:

Date Data Type - Seasonal Value:

String(Categorical/Dimension) Data Type:

The following tables list all the functions along with the description of their functionality that are applicable for the Data field.

Numeric and Currency Data Types:

Date Data Type:

String(Categorical/Dimension) Data Type:

Advanced Summarizing Options

When creating pivots, you can choose how to summarize data i.e., by Sum, Max, Min, Average or by Count in a column, depending on its data type. Apart from these, RCM Analytics also provides advanced summarizing options, which allows you to summarize data values in a column based on other values in the column. For example, you can display a running total of sales over each year or you can display the percentage for each region's sale of a product compared to the total sales.

Following are the functions available for advanced summarization:

Applying Filters

A useful feature of pivot tables is that you can filter columns, to display only required data. RCM Analytics allows you to filter a column for specific ranges, individual values, date ranges, etc. depending on the data type of the column. RCM Analytics offers various filtering options like filter based specific numeric ranges, date ranges, individual values, top 10, bottom 10 etc., RCM Analytics also allows you to apply multiple filters (based on multiple columns) on a pivot. The filtering option discussed in this topic can be applied only when you are designing a Pivot Table (i.e., when you are in design mode) and not in View mode.

To apply a filter, after you have created the required Pivot view:

• Click Edit Design option in the toolbar.
• Click Filters tab next to the Pivot tab in the Design Area.
• Drag and drop the required columns into the Filters shelf.
• Once a column is dropped, a list of all the possible options available for filtering the data will be displayed in the box right to Filters shelf as shown in the screenshot below.
• Filter Options vary depending on the data type of the dropped column.
• After you have dropped the column, select one or more values to filter by. Selected filter items appear in the third box on the right.
• Click the button Click Here to Generate Pivot or View Mode button in the toolbar. Data that matches the filter values that you have applied will be displayed. However, if you want to exclude specific data from the view, select Exclude Items option in the drop-down list at the top of the filter items box.

The Filtering options are the same for all types of reports that you create in RCM Analytics namely charts, pivot table & summary views. The filtering options provided varies based on the data type of the column dropped. 

Providing User Filters

RCM Analytics also allows you to include dynamic filters in the Pivots view mode called User Filters. This enables your users who access the report, to apply filters on the report data displayed using the filter columns exposed as part of the User Filters. The filter columns included in User Filters can be displayed using a variety of display components like Drop Down boxes, Slider, Date range chooser etc., to suit your needs.

The steps to provide User Filters are same for all types of reports that you create in RCM Analytics.