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User interface

User interface

In Flexmonster Pivot, users can:

  • Show data in a pivot table or visualize it using pivot charts
  • Use drag & drop in the Field List to compose reports and add calculated measures
  • Filter your dataset, sort the records, or drill through to see the raw data
  • Use the Toolbar to access features

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detailed UI description

Grid

When using the grid, users can:

  • Display as many fields in rows, columns, and report filters as you need.
  • Drag fields between columns, rows, and report filters.
  • When there are several fields in a row or column, expand or collapse inner field values.
  • Drill up & down multilevel hierarchies by clicking a link next to the member name.
  • Filter values by clicking on the field name.
  • Use the Toolbar to show or hide totals and grand totals on the grid.
  • Sort values by clicking the arrow icon; it appears when hovering over member names or total cells.
  • Doubleclick to drill through a cell to non-aggregated data.
  • Resize columns and rows by dragging the header boundaries; double-click on column or row headers to set them to the default size.
  • Select cells on the grid, copy their content, and paste it where needed; for example, into an Excel spreadsheet.
  • Switch between the compact, classic, and flat views via the Toolbar.

Field List

The Field List can be used to define which data is shown on the grid or charts. Access the Field List from the Toolbar or by clicking the diagonal arrow in the upper right corner of the grid.

On the left side of the Field List, you will see a box with all fields from your dataset. This box also provides the following features:

  • A search bar, when there are more than 50 fields.
  • The ‘Expand All’ option, when multilevel hierarchies are configured or fields are grouped in folders.

To define which data to show in the component, drag & drop fields to Rows, Columns, Values, or Report filters boxes. Fields can also be dragged between the boxes or inside them. Each box can have as many fields as you wish. It is also possible to include any level of a hierarchy, as well as all its sub-levels, in the rows or columns.

Values are typically placed in columns but can also be dragged to rows. Each value has an aggregation function applied to it. Depending on the data source type, numeric fields support different aggregation functions. String fields can also be selected for values.

By default, numeric fields are aggregated using sum and string hierarchies use count. To change the aggregation function, press the sigma icon and choose a new aggregation.

Use the ‘Add calculated value’ button at the top of the Field List to add a calculated value.

Check out our video tutorial:


Calculated Measures

Flexmonster provides an interface for adding and editing calculated values. To add a calculated value, open the Field List and click Add calculated value.

In the pop-up window, enter a value name, then compose a formula: drag the existing values into the ‘formula’ box and apply arithmetical operators to them. Select the ‘Calculate individual values’ checkbox to calculate the formula using raw values.

Click APPLY to add your value to the Field List. The new value will be already selected in the values box and ready to be displayed in the component.

All calculated values are grouped under the “Calculated Values” folder in the All fields box. To edit a calculated value, press the sigma icon next to the value name. To remove the calculated value, click the recycle bin in the editing pop-up window.

Check out our video tutorial:


Filtering Controls

Each hierarchy on the grid has a gear icon on the right. It provides access to the Filter with options for the selected hierarchy. The Filter can be accessed through the hierarchies’ context menus as well.

Under the hierarchy name, there are alphabetical and reverse alphabetical controls that define the order of hierarchy members. For OLAP data sources, alphabetical ordering is the order that was defined inside the cube, and reverse alphabetical ordering is just the reversed order of the one that was defined inside the cube. For all other data sources, these controls apply actual alphabetical and reverse alphabetical orders accordingly. Deselect both controls and members will be displayed in an unsorted order.

The next feature in the window is TOP 10. It performs filtering by values where only N top (or bottom) elements are displayed on the grid. Clicking on TOP 10 will open a submenu with additional options: the first field for entering the number of the top or bottom values to show, top or bottom value selection, and a drop-down with available measures.

The ‘Select All’ checkbox helps to select or deselect all members at once. Members can also be selected or deselected manually. A search bar helps to find members by their names when there are a lot of members in the hierarchy. After the manipulations press APPLY to see the changes on the grid.

Check out our video tutorial:


Sorting Controls

A specific row or column on the grid can be sorted using the sorting arrows. They appear when hovering over member names or total cells. Click once to sort in descending order, or twice for ascending. These options are also accessible through the context menu of each hierarchy member or total cell. You can remove all sorting via the context menu.

Check out our video tutorial:


Drill-through

Each number on the grid or chart element represents one or more data records. Double click to drill through the cell or graphic element to the non-aggregated data. A pop-up window will appear with the list of records from which the value is composed. The top of the pop-up window has some details about the value: the column name, row name, and the value itself.

The Field List is available for this pop-up window as well. Use it to add or remove fields from the drill-through view without changing the slice for the grid. Another way to open the drill-through view is through the context menu of the element.

Reports based on CSV and JSON data offer the editing feature. You can change the raw data entries by clicking on them and entering new values.

Check out our video tutorial:


Auto calculation bar

The auto calculation bar provides quick calculations for the area of selected cells. Select the necessary cells on the grid to calculate their average, count, and sum. The cells can be selected either as an area or separately by using Ctrl+click.

Here is a demonstration of how the auto calculation bar works:


Pivot charts

Pivot charts provide the same analysis functionality as the grid:

  • In the upper left corner, you can choose the active measure from the drop-down list. If the ‘Multiple values’ option is selected, the drop-down list allows you to choose more than one measure.
  • Filter values for hierarchies selected inside the filter view.
  • Double click on the graphic elements to drill through and see the raw data.
  • Use the Toolbar to easily switch between different chart types.
  • If there are multiple hierarchies in the rows, expand or collapse the inner values by clicking the plus sign left of the hierarchy name on the x-axis. For multiple hierarchies in the columns use the plus sign on the legend.
  • Drill up & down the hierarchy from the rows by clicking the plus sign left of the hierarchy name on the x-axis. To drill down the hierarchy from the columns click the plus sign on the legend.

Check out our video tutorial:

Toolbar

The Toolbar is a convenient collection of the most commonly used API calls:

  • The first tab is called “Connect” and allows you to connect to various data sources. Depending on the Flexmonster edition, it can include the following options: to CSV, to JSON, to Elasticsearch, or to OLAP (XMLA).
  • The second tab, “Open”, allows opening of local or remote reports.
  • The “Save” tab saves the report with the current configuration to the local file system.
  • Use the “Export” tab to print the current content or export it to HTML, CSV, Excel, Image, or PDF. When the drill-through pop-up window is opened, the Export tab gets the raw data.
  • The “Grid” tab switches the view to the grid.
  • The submenu of the “Charts” tab shows all the available pivot charts and has a ‘Multiple values’ checkbox to enable the selection of multiple measures for charts.
  • The “Format” tab provides two options: number formatting and conditional formatting.
  • Click “Options” to see a pop-up window with layout options such as grand totals and subtotals. Use the layout section to switch between compact, classic, and flat views.
  • The “Fields” tab opens the Field List.
  • Click “Fullscreen” and switch to the fullscreen mode. Exit this mode by clicking Esc.

Number formatting can be applied through the format cells pop-up window. To open this pop-up window click Format in the Toolbar and choose Format cells. Select the value from the drop-down list to apply the chosen format to it. Then, you can modify any of the following properties: text align, thousand separator, decimal separator, decimal places, currency symbol, currency align, null value, and format as a percentage.

The conditional formatting pop-up window can be opened by clicking Format in the Toolbar and choosing Conditional formatting. In the pop-up window click the plus icon to add a new condition. You can apply the condition either to all values or to a specific measure from the drop-down list. Select the condition type and value, font family, and size. Click the A-letter icon to replace the default font and background colors. Choose the new colors from the color picker or enter their hex codes. Click APPLY to add these colors to the condition. You can see a preview of the result inside the box on the right. To see the result on the grid click APPLY. You can remove the condition by clicking the recycle bin icon on the right of the condition.

Check out our video tutorial:

In case some feature is missing from the component, please check whether it is available for your data source in the technical specifications.