How to use the pivotgrid

The pivotgrid we use in many reports and the data review pages all have the same set of base functionality. These include

  • Filter
  • Sort
  • Drill down
  • Export

Available fields

The top row of the pivotgrid contains fields that are available but not currently being used. These can be dragged to the different areas of the grid as needed.

Conversely, any data being used can be dragged to this bar to remove it from use.

Filter

The filter icon provides different filtering options depending on the data type in question.

For example, to compare the third quarter of each financial year (ending June 30), click the filter button on the FY June End box, select the third quarter of each year and click "OK".

Sort

The sort icon provides sorting options depending on the data type in question.

For example, in the picture below, the order of both the year and quarter have been reversed compared to the picture above.

Drill down

The drill down icon provides drill down options depending on the data type in question. In the picture below we can see the "Calendar Year" drill down icon is pointing downwards as we have drilled down in to quarters and the Quarter drill down icon is pointing downwards as we have drilled down to months. The line joining each field indicates that they are grouped in the drill down.

Export

There are two kinds of export options, "data aware" or not "data aware".

Using "data-aware" mode optimises the export for subsequent analysis of pivot grid data within Microsoft Excel. You can see the grouping available in the first picture below compared to the second picture which is not "data aware".

In both cases, the export still includes any sorting, filtering and drill downs you have chosen.