I050 – create a pivot table

Positioning in the Interface / Pivot Table menu to access the list of all pivot tables. Click on Create (+ icon) to add one.

Enter the properties of the Pivot Table:

• Name: enter a unique code table
• Code object: select an object
• Function: aggregation method default value axes (concatenated text, sum, average …)
• Grantable: Yes if the array is accessible only to specific groups, otherwise it will be available to all the groups who have access to the object
• Visible: visible or not, tables can be configured only for access via web services
• Use fixed colours: Yes indicates the use of a fixed color palette, otherwise the colors will be generated with the calculated series
• Default precision: specify a default precision if the table has decimals
• Sub total: whether to display the default subtotals
• Color of total: specify a color subtotals lines
• Module: select a module Save without close.

Exercise:

Create a table

• Name: AppClientPT
• Code object: AppClient
• Function: Sum
• Grantable: No
• Visible: Yes
• Use fixed colours: Yes
• Sub total: Yes
• Color of total: choose one
• Module: MyModule

Go to Pivot axis tab. An axis is defined with the following properties:

• Object field logical name: select the field of the object of the table (or parent object)
• Type: choose the default position (column, line, value or hidden)
• Order: for the same type indicate its order
• Function: for a value type, you can choose an aggregate function (if not that of the cross table will be used)
• Chart: select a chart by selecting its display (bar, line …)
• Module: select a module

Exercise:

Create 4 axes on AppClientPT

• Column 1: cliType
• Column 2: cliQualif
• Line 1: cliAdresseFK.adrCodePostal
• Value 1: cliScore with the Sum function bar graph

The Pivot table Axis tab allows to update the definition of the axis.
NB: according to the volume of data, it is strongly recommended to optimize the database on the grouping columns creating indexes.

The Pivot table translation tab allows to give a label in each language installed.

Exercise:

• Translate into english by Scoring

Clear all caches and sessions to see the pivot table.
The pivot table will be available by default in lists on the business object for each authorized user.

Exercise:

• List all Customers and click on the Scoring button in the header of the list
• A Pivot table form appears with informations respecting its configuration
  It is then possible for the user to act on this table:
• Options: move the axes and the subtotal property
• Research: testing the filters on the fields of the object
• Graphic: change the chart
• Export: export data
  NB: The user does not have the ability to add axes, it can only hide / move.