Pivot Grids

What is a Pivot Grid Component?

The Pivot Grid component is designed to provide powerful data summarization and analysis capabilities. It allows users to dynamically organize, filter, and summarize returned datasets from Data Adapters to extract meaningful insights quickly and efficiently. By providing a clear summary of complex data, Pivot Grid helps in making informed decisions based on comprehensive data analysis.

When to use

Use the Pivot Grid component when your solution needs to summarize large and complex datasets to provide a clear overview or insights. If users need to interactively explore data, applying different filters, sorts, and aggregations to discover trends, then the Pivot Grid will be a helpful tool.

When not to use

If the data displayed does not require dynamic summarization or interactive exploration, using a Pivot Grid may add unnecessary complexity. Also, when dealing with smaller datasets that do not benefit from the features of the Pivot Grid, a simpler data display method may be more appropriate.

Properties

Configuration Settings

Show Toggle Size Button: Displays the button in the top right-hand corner to expand and collapse the Pivot Grid so that it fills the entire dashboard window.

Save State: When set to true, enable the save button to allow saving any changes otherwise the save button will be disabled.

Create a Pivot Grid

1. Click Application > Presentation > Workspaces
2. Expand the Workspace and Dashboard Maintenance Unit where the Pivot Grid will be created, then click Components.
3. Click Create Dashboard Component in the dashboard toolbar.
4. Select Pivot Grid from the dialog then click OK.
5. In Name and Description, enter a name and description for the Pivot Grid component. Do not use special characters, dashes (-) or underscores (_) in names.
6. In the Data Adapters tab, assign a Data Adapter to the Pivot Grid.
7. Configure the rest of the Pivot Grid fields.
8. Click Save.
9. Add the Pivot Grid component to a Dashboard.
10. Click Save.
11. Test the Dashboard by clicking View Dashboard. The Dashboard with the Pivot Grid data pulling from the Data Adapter will be displayed in OneStream.