How to create a Pivot Report
  • 23 Jan 2023
  • 3 Minutes to read
  • Contributors

How to create a Pivot Report


Pivot Tables let you construct a powerful display with data summarized in a grid, both horizontally and vertically (also known as Matrix Views or Cross Tabs). Multiple Fields can be specified for the column, row, and data axis to build multi-level pivots.

A pivot report is used in the context of data processing. Pivot Reports are used to summarize, sort, reorganize, group, count, total or average data stored in a database.

While configuring the Pivot report, the platform will ask you to place the element fields present in the app in four different sections according to which the report will be generated for your ready reference. The four fields are:

 1. Filters in Pivot report:

It is used to filter out the data in an entire report.

EXAMPLE
If the Color of Item field is dragged into the report area, then the constructed report will have a report filter inserted. This report filter will have drop-down options (Black, Red, and White in the example above). When you choose an option from the drop-down list, then the report will only display the data from those rows that have the Color of Item= Black.

2. Columns:

Drag the Fields into this area which will appear as Columns in the Report.

3. Rows:

Drag the Fields into this area which will appear as Rows in the Report.

4. Summation values:

This usually takes a field that has numerical values that can be used for different types of calculations. However, you can also use text values instead of sum, it will give a count of letters.

Create Pivot report

NOTE
It is mandatory to have some data in the data source on top of which you are creating a pivot report.
  • On the Create Report page, select the Pivot Report option from the Dropdown.

  • Click on the https://support.quixy.com/hubfs/image-png-Dec-08-2020-11-57-21-62-AM.png icon to create a pivot Report.

  • A popup with Field Elements from the data source will appear on the screen.

  • The user can drag and drop the Field elements from the Field List into the Filters, Columns, Rows, and Value as per the requirement.
  • Drag and drop the required fields (from the left pane) to the Row space.
  • Drag and drop the required fields (from the left pane) to Column space.
  • Drag and drop the required numerical fields into the Value space, refer to the image below.

  • In the Values space, you can place numeric fields and can perform different types of calculations by clicking on the drop-down as shown below.

  • Click on the Close to preview the Pivot Report.
NOTE
You can re-arrange the field elements between the Columns & Rows section according to your requirements.

  • The Pivot Report preview will display on the screen as shown below.

  • Click on the Save button to save the Report.

  • Enter the Report Name and Click on the OK button to create the Pivot Report Successfully.

  • Once you create the Report successfully, the Screen redirects to the Data Source List page.

Manage Pivot report

Edit Pivot Report

  • Click on the https://support.quixy.com/hubfs/image-png-Dec-08-2020-12-18-14-78-PM.png icon to view the Reports created on that particular data source.

  • Click on the https://support.quixy.com/hubfs/image-png-Dec-08-2020-12-18-37-64-PM.png icon to edit the Reports.

  • Pivot Report will display on the screen, and you should click on the https://support.quixy.com/hubfs/image-png-Dec-08-2020-12-19-02-17-PM.png icon to make the changes in the report.

  • You can drag and drop the Field elements from the Field List into the Filters, Columns, Rows and Value as per the requirement.

  • After making necessary changes, click on the Close button to preview the Pivot Report.

  • The Report will display on the screen along with the changes as shown below.

  • You will have three different Format options like PDF, Excel and CSV to download the Report. Click on the https://support.quixy.com/hubfs/image-png-Dec-08-2020-12-20-11-12-PM.png icon.

  • Click on the Save button in the pivot Report.

  • Enter the Report Name, and click on the OK button to save the Report.

  • Screen redirects to the Data Source List page after saving the Report Successfully.

View Pivot Report

  • Click on the https://support.quixy.com/hubfs/image-png-Dec-08-2020-12-27-58-73-PM.png icon to view the Reports for the selected Data Source.

  • Click on thehttps://support.quixy.com/hubfs/image-png-Dec-08-2020-12-28-35-23-PM.png icon to view the Individual Report.

  • The Pivot Report will display as shown below.

  • Click on the download the Report in Pdf, Excel and Word Format by selecting the required format.

To get a visual understanding of how to create a Pivot report, refer to the video below.




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