Displaying and Hiding the Chart

Showing the Chart.

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Right click on the header, select the Show Chart option.

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Hiding the Chart

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Right click on the header, click the Hide Chart option.

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or Right click anywhere on the Chart, click the Hide Chart option.

Changing the Summary Type

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Pivot Forms can perform different calculations against data (for instance, calculating sums, averages, maximum and minimum values, etc.).

To specify which calculations Pivot Form should perform against its data, invoke the Data Field Summary Change Menu by left-clicking a data header and choose the appropriate function type.

Filtering Summary Fields

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Click a filter button displayed in the header of a data field to invoke the Summary Filter Popup.

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The summary filter popup window allows end-users to select a range of summary values that should be displayed in the pivot grid.

Start Value and End Value text editors – allow end-users to enter bounds of the selected range from a keyboard.
Range Selector – used to select a range via pointing. For more information, see the Range Selector section below.
Apply to Specific Level check box – if checked, enables the Column Field and Row Field combo boxes. In this instance, an end-user can select an aggregation level to which the filtering will be applied.
Column Field and Row Field combo boxes – allow end-users to select a column and row field that identify an aggregation level to which the filtering will be applied. Enabled if the Apply to Specific Level check box is checked.
Clear button – resets the summary filter.

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Use the Range Selector to select a range of summary values that should be displayed in the Pivot Form.

Summary Distribution Diagram – shows the distribution of summary values.
Selection Thumbs – drag to select the range between thumbs.
Viewport Scroll Thumb – drag to move the viewport.
Zoom Grips – use to enlarge or shrink the viewport.
Selection Scroll Thumb – drag to move the selection.

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The Summary Distribution Diagram displays the distribution of summary values and indicates which values are already filtered out.

The horizontal axis shows numeric values. They can be decimal or integer, depending on the data type of summary values. By default, the minimum and maximum values on this axis match the smallest and largest summary values respectively.

The diagram displays bars, whose bases break the horizontal axis into a number of even ranges. The height of each bar indicates the number of summary values that fall into the corresponding range.

Dark blue bar regions correspond to visible summary values, while light blue regions correspond to hidden values.

In addition, the diagram displays two constant lines. The first one indicates the maximum number of summary values that fall into one range (the height of the highest bar). The second one indicates the same number among the visible values (the height of the highest dark blue bar).

Filtering Dimension Fields

Filter Data

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To apply filtering to a field, click the filter button in the field header and select the field values that should be displayed in the Pivot Form.

Prefilter

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The Prefilter allows you to build complex filter criteria with an unlimited number of filter conditions, combined by logical operators.

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Right click a field header area or a field header, and choose ‘Show Prefilter’ from the context menu.

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Once the Prefilter has been applied, the Pivot Grid Control shows the Prefilter Panel at the bottom.

To disable/enable the Prefilter, use the check box in the Prefilter Panel.

To edit the Prefilter, use the Edit Prefilter button.

Expanding and Collapsing Columns/Rows

Individual Columns/Rows

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Click the expand/collapse button:

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or Right-click the corresponding field value and choose Expand (or Collapse) from the context menu.

Multiple Columns/Rows

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To expand or collapse all columns/rows that correspond to the values of a particular field, right-click one of the field values and choose Expand All (or Collapse All) from the context menu.

Reordering Fields

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Drag the field header to a new position in the same area or a different area.

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or Right-click the field header and select the required option from the Order submenu to move the field to a new position in the same area.

Sorting

Sort Field Values

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To toggle the sort order of field values, click the field header.

Sort by Summary

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To sort the values of a column field by a row, or the values of a row field by a column, right-click the row (column) and choose the field whose values should be sorted by the row (column) summaries from the context menu:

Hiding and Displaying Columns

Hiding Fields

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Select the Hide item in the field header context menu.

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or Drag and drop a field onto the Field List form.

Display Columns

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Open the Customization Form, and drag the field header from the Customization Form to the required area within the Pivot Form.

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or Select a field in the Customization Form and a Pivot Form area in the drop-down combo box and click the form’s Add To button.

Visual Elements

Cells

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Cells display summary values that have been calculated for row and column fields.

Column Header Area

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The Column Header Area displays the headers of visible Column fields.

Column Field

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Column fields represent data source fields.

Data Header Area

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Pivot Form calculates summaries against data fields and summary results displayed within the Data Area.

Data Fields

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Data fields represent fields located in a Pivot Form’s data header area.

Row Header Area

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The Row Header Area displays the headers of visible Row fields.

Row Fields

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Row fields represent data source fields that are located in a Pivot Form’s row header area

Filter Header Area

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The Filter Header Area displays the headers of visible Filter fields.

Filter Fields

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Filter fields represent data source fields which are located in a Pivot Form’s filter header area.

Filter fields allow end-users to apply filtering to the entire Pivot Form to display data for the predefined values.