5.3. Change the display of your pivot table

  1. Open the Pivot Table app.

  2. Create a new pivot table or open a favorite.

  3. Click Options.

  4. Set the options as required.

    Table 5.2. Pivot table options

    Option

    Description

    Data

    Show column totals

    Show row totals

    Displays total values in the table for each row and column, as well as a total for all values in the table.

     

    Show column sub-totals

    Show row sub-totals

    Displays subtotals in the table for each dimension.

    If you only select one dimension, subtotals will be hidden for those columns or rows. This is because the values will be equal to the subtotals.

     

    Show dimension labels

    Shows the dimension names as part of the pivot tables.

     

    Hide empty rows

    Hides empty rows from the table. This is useful when you look at large tables where a big part of the dimension items don't have data in order to keep the table more readable.

     

    Hide empty columns

    Hides empty columns from the table. This is useful when you look at large tables where a big part of the dimension items don't have data in order to keep the table more readable.

     

    Skip rounding

    Skips the rounding of data values, offering the full precision of data values. Can be useful for finance data where the full dollar amount is required.

     

    Aggregation type

    The default aggregation operator can be over-ridden here, by selecting a different aggregation operator. Some of the aggregation types are Count, Min and Max.

     

    Number type

    Sets the type of value you want to display in the pivot table: Value, Percentage of row or Percentage of column.

    The options Percentage of row andPercentage of column mean that you'll display values as percentages of row total or percentage of column total instead of the aggregated value. This is useful when you want to see the contribution of data elements, categories or organisation units to the total value.

     

    Measure criteria

    Allows for the data to be filtered on the server side.

    You can instruct the system to return only records where the aggregated data value is equal, greater than, greater or equal, less than or less or equal to certain values.

    If both parts of the filter are used, it's possible to filter out a range of data records.

    Events

    Include only completed events

    Includes only completed events in the aggregation process. This is useful for example to exclude partial events in indicator calculations.

    Organisation units

    Show hierarchy

    Shows the name of all ancestors for organisation units, for example "Sierra Leone / Bombali / Tamabaka / Sanya CHP" for Sanya CHP.

    The organisation units are then sorted alphabetically which will order the organisation units according to the hierarchy.

    When you download a pivot table with organisation units as rows and you've selected Show hierarchy, each organisation unit level is rendered as a separate column. This is useful for example when you create Excel pivot tables on a local computer.

    Legend

    Apply legend

    Applies a legend to the values. This mean that you can apply a colour to the values.

    Select By data item to color the table cells individually according to each data element or indicator.

    You configure legends in the Maintenance app.

     

    Style

    Colors the text or background of cells in pivot tables based on the selected legend.

    You can use this option for scorecards to identify high and low values at a glance.

    Style

    Display density

    Controls the size of the cells in the table. You can set it to Comfortable, Normal or Compact.

    Compact is useful when you want to fit large tables into the browser screen.

     

    Font size

    Controls the size of the table text font. You can set it to Large, Normal or Small.

     

    Digit group separator

    Controls which character to separate groups of digits or "thousands". You can set it to Comma, Space or None.

    General

    Table title

    Type a title here to display it above the table.

    Parameters (for standard reports only)

    [Note]Note

    You create standard reports in the Reports app.

    In the Pivot Table app you set which parameters the system should prompt the user for.

    Reporting period

    Controls whether to ask user to enter a report period.

    Organisation unit

    Controls whether to ask user to enter an organisation unit.

    Parent organisation unit

    Controls whether to ask user to enter a parent organisation unit.

    Include regression

    Includes a column with regression values to the pivot table.

    Include cumulative

    Includes a column with cumulative values to the pivot table.

    Sort order

    Controls the sort order of the values.

    Top limit

    Controls the maximum number of rows to include in the pivot table.


  5. Click Update.