Pivot Tab
The Pivot tab is where you pivot your dataset query results. Any fields that are included in the underlying dataset appear in the Dataset Panel on the left. To build your pivot table, drag fields from the Dataset Panel to the Layout panel, then click the Refresh icon . The generated pivot table is displayed in the Pivot Table Viewer on the right.
You can create multiple pivot tables using the same dataset query results.
For information about how to use the Pivot tab to pivot your dataset query results, see Creating a Workbook.
The elements of the Pivot tab are identified in the image below:
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Workbook Information — Click to view or edit the workbook name, description, internal ID, or to add a translatable portlet name to your Analytics portlet. This information is available from anywhere within the workbook. For more information about translatable Analytics portlet names, see Adding Translatable Analytics Portlet Names. |
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Undo, Redo, and Refresh — Undo or redo your latest edits, and refresh the data in the workbook visualization you are currently in. The undo and redo options apply to any action within the workbook and not only the current tab you are in. For more information about data refreshing, see Data Refresh in SuiteAnalytics Workbook. |
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Add — Click the add icon to add a new workbook visualization. |
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Dataset Panel — The leftmost area of any workbook visualization, the Dataset Panel contains all of the fields included in the selected dataset. In workbook visualizations based on linked datasets, the panel shows both dataset names. To build a workbook visualization, drag fields from the Dataset Panel to the Layout Panel or the Table Viewer. You can also access and edit the underlying dataset, or switch to a different dataset using the Dataset Selector at the top of the panel. In workbook visualizations based on linked datasets, fields used to define the link are denoted by a chain link icon. If you delete fields used to define the link, it can cause errors within the workbook. For more information, see Dataset Linking in SuiteAnalytics Workbook.
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Dataset Selector — This list enables you to access and edit the datasets connected to the visualization, select a different dataset, or connect a dataset that is not already used in another workbook visualization. In visualizations connected to linked datasets, it also enables you to edit the dataset link.
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Layout panel — The Layout panel displays the layout for your pivot table. For date and numeric fields, the summary type is also displayed next to the field. Every time you make changes to your pivot table layout, you must click the Refresh icon for the changes to take effect.
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Pivot Table menu — This menu contains additional formatting options for the pivot table. The following options are available:
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Pivot Table filter summary — Displays a summary of the filter conditions applied to the pivot table. Filter conditions created on the Pivot tab only affect the pivot table and do not change the underlying dataset. |
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Pivot Table Viewer — The Pivot Table Viewer displays your generated pivot table after updating the layout and clicking the Refresh icon. As an alternative to dragging fields to the Layout panel to construct your table, you can add them directly to the Pivot Table Viewer. In the Pivot Table Viewer itself, you can perform the following actions:
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The displayed data refresh details are different depending on whether the Cached Data in Datasets feature is enabled or not:
For more information, see Data Refresh in SuiteAnalytics Workbook. |
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Workbook Menu — This menu is available from within all workbook visualizations.
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Learn about Analytics — Click Learn about Analytics to open a panel that lists all SuiteAnaltyics Workbook videos as well as a description. To view a video, click the thumbnail and it will open in a new window. |
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Tab Menu — Hover over the Tab menu icon and select the Rename Tab or Delete Tab options. You can also rename your pivot table by double-clicking the tab name. |