Report Item: Pivot Grid

This is essentially a Details Data Grid that can pivot on the detail data. The ability to pivot allows data that would normally be displayed in separate rows to be displayed as columns.

General Options

• Columns … Select how many columns (up to 4) are used to display the grid.

Pivot Grid Options

• Datasource …
  • Evaluations
  • Observations
  • Ranks
  • Scores
  • Survey Evaluations
• Pivot Field …This is the field you want to pivot on.
• Pivot Field Options
  • Pivot Field Type …
    • I’ll define the values … If you know the values beforehand or you want to ensure the list of values is shown in a certain order.
    • The values are dynamic … Otherwise the system can generate a distinct list of values using the same criteria that will be used to display the data to come up with the list. In this case, you provide a template of how the columns should be formatted. You’ll need to specify how many columns to generate.
  • How many columns to generate? … This determines how many data points to pivot on.
    • For example, if the pivot field is a timestamp and Date Formatting Style is Month-Year and you want values from the last 3 months, enter 3. If you don’t know the number of columns, then up to 15 will be created based on the current values found when the report is run.
  • Label format for dynamic columns … [Name] will contain the value from the pivot field. Ex: Instructor: [Name]. You may also use [Index] or [Index00] for values of ‘1’,’2′,’3′ and ’01’,’02’,’03’.
  • Pivot Field Width … custom width, in percentage or pixels
  • Empty Value Text
  • Pivot Field Horizontal Alignment … left, center or right
  • Pivot Field Vertical Alignment … top, middle or bottom
  • Pivot Field Format … None/Text, or a numerical format
  • Pivot Field Sortable? … default is off
  • Conditional Formatting … You can set text and background colors, or display an icon, based upon the cell value.
  • Pivot Value Field …This is the field to use for the values displayed in the grid.
  • Person filter options … this filters the source by using the selected person:
    • As Target Only
    • As Evaluator Only
    • As Target or Evaluator Only
  • Text to display when no data exists
  • Show result count … displays a total number of rows/records displayed.
  • Hide when empty (no data) … does not display is there is no data. 
  • Sorting … add one or more Sort Fields, select which direction they should sort, and in what order.
  • Allow end-user sorting … allows the viewer to sort the grid by clicking column labels. (Note: this overrides the individual column options).

Under Columns, begin by clicking ‘Add Column’.

• Select a Field from the drop down.
• Enter a Label to be displayed (or change the one provided).
• Select a Summary method (if Group records together is enabled),
• Width (optional) … specify the width of the column.
• Alignment … select vertical and horizontal alignment.
• Determine whether the column should be sortable.
• Options …
  • Date or Number formatting options may be available.
  • Expressions … You can select up to five Expressions, which allows for additional display options.
    • Once selected, the Expression editor becomes available, where you can add from a list of functions, including HTML formatting and concatenating multiple fields together.
      In the editor, click the blue +Add button to add a function.
    • For functions that retrieve a descriptive or score value, once you’ve selected the function, you’ll need to replace ‘Enter Variable Here’ or ‘Enter Name Here’ with the desired data point, such as ‘AutoTag’ (be sure to include the single quotes).
    • Click Save.
• Links (optional) … link to additional reports using the link button.
• Conditional Formatting (optional) … apply conditional formatting of the column cells by clicking on the paint brush button.
• Arrange the columns in the desired order and click Save.

Under Data Filters, begin by clicking ‘Add Criteria’.

• Select an item from the Field drop down, and Operator and a Value to filter down the list of items that will be displayed.
• Click Save.

Formatting Options

• Column Headers … display or hide.
• Overall Header … provide the text, size, text color and background color.
• Detail Row Formatting … provide the text, size, text color and background color.
• Striped rows … alternates the background color of rows between gray and white.
• Border style … Bordered or Borderless
• Width … 1 to 5
• Color
• Row conditional formatting … enables highlighting of the entire row based upon a selected field (column) and formatting rule.
  • For example, you can select “Value” as the Row Formatting Field, and set a rule so that when the value is greater than 4, the background of the row can display green, and if the value is less than 1 it will display red.

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Version(s): GideonSoft 2020 Release 3 and later