Widget - Pivot table

Introduction

The Pivot Table Widget allows users to dynamically summarize, group, and analyze data from selected tables. It provides a flexible way to organize information using row and column groups, aggregations, and filtering options.

Widget Settings

Caption

• Set a custom name for the pivot table widget to be displayed in the dashboard.

Data from the Table

• Select the table from which data will be used in the pivot table.

Choose Fields

• Pick the fields to be included in the pivot table.
• Selected fields can be used as row groups, column labels, or values for aggregation.

Definition (Column Selection)

• This section allows users to define how fields are used in the pivot table.
• Fields can be dragged and dropped into different categories: Row Groups, Values, and Column Labels.

Row Groups

• Drag and drop fields to define row-based categorization.

Column Labels

• Drag and drop fields to create column-based grouping.
   

Values

• Select numerical fields to apply aggregation functions such as:
  • Sum
  • Count
  • Average
  • Minimum
  • Maximum
  • First
  • Last

Display Options

Show Definition Area in the Widget

• Enables the ability to modify the pivot table structure within the widget interface using a drag-and-drop method.

Show Filter

• Displays a search and filter function to refine the displayed data.

Filters

• Apply conditions to filter the dataset before displaying it in the pivot table.
• Link with user filters.

Widget Appearance

• Themes: Select a visual theme for the widget (e.g., Primary, Gray, Primary light,...).
• Negative Numbers in Red: Toggle to display negative values in red for better visibility.
• Background: Choose a background color for the widget.
• Widget Information: Add a description or notes using a rich text editor.
• Hide widget on Small Screens: Can also hide the widget on small devices
   

Use Cases

• Sales Analysis: Summarize revenue and order counts by product category.
• Employee Data Review: Group employees by department and calculate average salaries.
• Inventory Management: Track stock levels by item type and warehouse location.

The widget loads data based on the pricing plan (e.g., up to 1000 rows in the Free plan). Only the loaded data is available within the widget.

The Pivot Table Widget enhances data analysis by allowing users to create custom reports with minimal configuration, making complex data more accessible and actionable.