Use swimlanes for first row headers: This option will place the heading for the first data object in Rows as the header across the top of the data. Show cell headers: This shows cell headers and enables calculations - total, average, minimum, maximum, count - within individual cells on rows and columns. The headings will display what the data type is in the column or row fields of your pivot table. Show row headers + Show column headers: Toggles the display of optional headings for your columns or rows. Theme: The different themes change the visual layout of the table and enable different sets of colors to be used when colorizing data on the table. The Customize style option will open a modal to help you customize the theme, formatting, and color layout of your pivot. The Edit data option will take you to the Add fields step of the report builder. Use the Customize view dropdown to customize your pivot table. And later on, you can always use inline filters to refine your reports too. If you know exactly how you want to focus your report, set your filter values right from the report builder. Once you have selected a filter, you can filter your report by blank (or not blank) values, by specific or a range of values, or by using advanced filters to apply logical strings to your filters. Filters are organized by record type and are searchable to allow you to find specific details without scrolling through long lists. Drag and drop when multiple values are present to choose which sort should supersede the others.Ĭlick Next when you are ready to move on to the Add filters step of the report builder.Īdd filters as necessary by clicking the Add filter step in the report builder or by clicking the Add filter + icon on the filters bar to add a quick basic filter after you have created your pivot table. You can sort every value in the pivot table by any other field available. Sort by row, column, or cell values in the report by clicking the Sort fields buttons. The list of available functions will vary based on the data you select for the table.
Functions include list, count, sum average, minimum, and maximum. Quantify report rollups through calculations across rows and down columns with the Within cells list as: option. Then click Add fields in your pivots Columns, Rows, or Cells to add fields from those record types to your pivot table. Use the Record hierarchy to adjust the record types that your pivot will be built on. For more details on how this works, please read this article section on how the Aha! Ideas report model works. Remember, the first record type you select will define the relationship for future data added to your table. This ensures that you are putting together a table with valid data objects that can be pivoted against each other. Note: When you select a record type, Aha! Ideas will automatically create a column that includes the record's name. In the Add fields step of the report builder, you will add fields based on the record type(s) you select to the rows, columns, and cells of your pivot.
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Next, let's focus on how to build out your pivot table in the Add fields step of the report builder. You can select from Popular or Advanced record types. Otherwise, select Create your own pivot report, then follow the next step in the report builder to Select records for your pivot table. You can always customize the example report to fit your needs. Select one of the options, and watch your pivot table build itself.
If you are new to pivot tables or would like some inspiration, choose Use an example pivot report.
This will open the report builder, which will walk you through the process. To create a new pivot table, navigate to Reports → Pivot, then click Create new report.
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