I050 – create a pivot table

What you will learn ?

How to create a pivot table.

STEP 1 : List of all pivot tables

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

STEP 2 : Create a pivot table

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.


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

STEP 3 : add pivot axis

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


Create 4 axes on AppClientPT

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

STEP 4 : Pivot table axis list

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.

STEP 5 : Translate pivot table

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


  • Translate into english by Scoring

STEP 6 : Test with more data !

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.


  • 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.

I040 – field style

How to set field style.

I060 – Theme

How to create a specific theme.