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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 values
  • Filter a dataset, sort records, or drill through to see the non-aggregated data
  • Use the Toolbar to access Flexmonster’s features

Note This guide describes Flexmonster’s default UI, but if necessary, it can be customized and adjusted to your project’s needs. For example, you can disable existing features, manage UI controls, and change Flexmonster’s theme. Refer to the customizing section for all customization options.

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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 needed.
  • Drag fields between columns, rows, and report filters.
  • Expand or collapse inner field values when there are several fields in rows or columns.
  • Drill up & down multilevel hierarchies by clicking a link next to the member name.
  • Filter values by clicking the field name.
  • Show or hide totals and grand totals using the Toolbar.
  • Sort values by clicking the arrow icon; it appears when hovering over member names or total cells.
  • Double-click a cell to drill through it to non-aggregated data.
  • Resize columns and rows by dragging the header boundaries; double-click 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.

Toolbar

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

  • The first tab is called Connect; it allows you to connect to various data sources.
  • The second tab, Open, allows opening 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 available pivot charts. It also 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 pressing Esc.

Number formatting can be applied through the Format cells pop-up window. To open this pop-up window, choose Format > Format cells in the Toolbar. Select a value from the drop-down list to apply the chosen format to it. Then, you can modify any of the following properties: text alignment, 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 choosing Format > Conditional formatting in the Toolbar. 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 change the default font and background colors. Choose 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:

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 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 and string fields are aggregated using the sum and count functions, respectively. To change the aggregation function, click 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 values

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 arithmetic 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, click 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:


Pivot charts

Visualize your data using the pivot charts:

  • Switch between different chart types via the Charts Toolbar tab.
  • Choose an active measure from the drop-down list in the upper-left corner. By default, only one measure can be active at a time. To allow choosing more than one active measure, select the Multiple values checkbox in the Charts tab’s submenu.
  • Open the filter view by clicking a field’s name above the chart.
  • Access the context menu by right-clicking a graphical element.
  • Double-click a graphical element to drill through it and see non-aggregated data.
  • If there are several fields in rows, expand or collapse inner field values by clicking a member name on the X-axis. To expand fields in columns, use member names on the legend.
    In the same way, you can drill up & down multilevel hierarchies in rows and columns.

Check out our video tutorial:


Filtering controls

Fields can be filtered using the filter view. To open it, click the field’s name or use the field’s context menu.

The filter view contains the following configurations:

Filtering options

Under the field’s name, there are options to filter by. Depending on your data source and the field’s type, you can filter the field by members (labels, dates, or time) and values. See which filtering options are available for your data source.

Clicking a filtering option opens a subview, where you can:

  • Choose a measure to filter by. Only in the values subview.
  • Choose a filtering condition. Available conditions depend on the field’s type and data source.
  • Enter values for the condition.
  • Reset filter settings by clicking Clear filter in the lower-right corner. This action also closes the subview.

To close the subview without changing the filter settings, click the filtering option again.

To save the filter configuration, click the APPLY button.

AZ/ZA toggles

AZ and ZA toggle buttons sort field members in alphabetical and reverse alphabetical orders.

To display members in unsorted order, deselect an active toggle.

Note that for SSAS, alphabetical order is the order defined inside the cube, and reverse alphabetical order is the reversed order from the cube.

To save the filter configuration, click the APPLY button.

Filter by selection

The list of field members allows choosing which members to show on the grid and charts. To select or deselect all members at once, use the Select all checkbox. Additionally, you can find field members by name using a search bar.

To save the filter configuration, click the APPLY button.

Sorting controls

A specific row or column on the grid can be sorted using sorting arrows.

In the compact and classic forms, the sorting arrows appear when hovering over member names or total cells. Click the arrow the first time to sort in descending order and the second time for ascending. You can also manage sorting through the context menu of each field member or total cell. All sorting can be removed via the context menu as well.

In the flat form, the arrows appear when hovering over field headers. Click the first time to sort in ascending order, the second time for descending, and the third time to remove sorting. In addition, the flat form allows sorting multiple columns at once. Press and hold Ctrl (Command on macOS) and click a sorting arrow on each column you want to sort.

Check out our video tutorial:


Drill-through

Each grid cell or graphical chart element represents one or more data records. To drill through a cell or a graphical chart element, double-click it or use its context menu. A pop-up window will appear with the list of records composing the value. 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.

Check out our video tutorial:


Context menu

Right-click a grid cell or a chart element to open a context menu. It provides quick access to actions depending on the element selected:

Field headers

  • Open the filter view.
  • Move the field to rows, columns, or report filters on the grid.
  • Remove the field from the grid.
  • Show or hide the field’s subtotals on the grid. Only for the classic view.

Member cells

  • Expand or collapse inner field values.
  • Drill up or down the multilevel hierarchy.
  • Sort the row or column in ascending or descending order.
  • Clear sorting for the row or column.
  • Filter data by the member’s name.
  • Hide or show member properties. Only for SSAS.

Value cells

  • Drill through the cell to non-aggregated data.
  • Change the aggregation applied to the measure.
  • Apply number or conditional formatting.
  • Remove the measure from the grid if there are multiple active measures.

Graphical chart elements

  • Drill through the graphical chart element to non-aggregated data.
  • Change the aggregation applied to the measure.

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 (Command + click on macOS).

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


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