Showing Results with Pivot

Tables
 Objectives
After completing this lesson, you should be able to:
Create and edit pivot tables
Override default aggregation rules in pivot tables
Format pivot tables
Show an items relative value in a pivot table
Use calculations in pivot tables
Display running sums in pivot tables
 Pivot Table Views
Provide the ability to pivot rows, columns, sections,
prompts, and headings to obtain different perspectives
of the same data
Are interactive:
Navigable and drillable
Useful for trend reports
Provide the ability to couple pivot tables with graphs
Analyzing and Displaying Data in Table
and Pivot Table Views
Important differences in these two views exist.

Pivot Table Table

Default view when analysis contains Default view when analysis contains only
hierarchical columns attribute columns and measures
Can have rows, columns, sections , Has drop targets for sections and
prompts and measures as separate drop prompts, and a single drop target for
targets columns and measures
Where needed option not available in the Where needed option available in the
Properties dialog box Properties dialog box
 Pivot Table
Prompt

Section and Columns Measure label

section label

Rows Totals

Measures
 Creating a Pivot Table
1. Select columns on the Criteria tab.
2. Click the Results tab and select Pivot Table view.
3. Open the Pivot Table Editor.
4. Rearrange the elements as necessary.
1. Select Columns on the Criteria Tab
Create an analysis by using columns from a subject area.
 2. Click the Results Tab and Select
Pivot Table View
The Pivot Table view is accessed from the New
View drop-down list.
 3. Open the Pivot Table Editor

Click the Edit View button.

 4. Rearrange Elements as Necessary
The columns included in the analysis appear as elements in the
pivot table template.
Graph pivoted results (embeds a
graph with the Pivot Table view)

1
2

Drag elements. 5
3
6

4
 4. Rearrange Elements as Necessary
Drag element to new
position in view.

Edit analysis from a dashboard.

Showing Results in Pivot Tables
Sorting
Using Hierarchical Columns
Overriding default aggregation rules
Using totals
Adding formatting
Showing an items relative value
Using calculations
Displaying running sums
 Sorting
You can sort ascending or descending.
Sorting options include:
Member sorts
Row sorts
Measure sorts
You cannot sort:
Prompt or section edges
 Member Sorting
1 2
Row Sorting with Innermost Column

1 2
 Measure Sorting
1 2
Measure Sorting on the Column Edge
1 2
 Using Hierarchical Columns
Expand buttons are
automatically created
To see more detail, use
Expand and collapse items on
a row or column edge using
the expand and collapse
button.

expand and collapse

Can expand and collapse on
row and column, section
Assymetrical expand
Sort on parent
Children never sorted outside
parent
Default sequence is per the
database
Can sort on members,
measures, and rows
 Hierarchical Columns
Product hierarchy
with Product on
the row edge

Time hierarchy
with Years on
the column edge
Product Total parent

Units Shipped is
a measure.
Overriding Default Aggregation Rules
Use More Options to override the default aggregation rule
for a measure specified in the BI repository or by the
original author of an analysis.

Default aggregation
rule is SUM.

Click More Options >

Aggregation Rule to override
default.

New aggregation
rule applied
 Using Totals
Totals aggregate data on elements other than
measures:
Pivot Table Prompts (Pages)
Section label Measure label
Sections
Columns
Row

Rows
label
Totals for each
sales district
 Adding Formatting: Overall
Appearance
Customize the overall appearance of a pivot table by
applying green-bar styling and formatting.
1

2
 Adding Formatting: Pivot Table
Positions
Customize the formatting and appearance of sections, rows,
columns, measures, and the content that they contain.

Use the Properties button to

customize display headings.

Use the More Options

button to format values,
duplicate layers, and so on.
Use the Totals button to add
totals to the row, and so on.

Measures formatting
Adding Formatting: Section Options
Insert page breaks in Set page breaks between
section elements when
printed pivot tables. the pivot table is printed.
Show blank rows.
Default: Suppress to
preserve space in results

Select to show blank rows

as white space in results.
Adding Formatting: Showing a Section
Once
It eliminates duplication of section information and
helps to constrain sections in other sections.
Select More Options > Hide repeated values.

Region section by Region section set

default repeats to Hide Repeated
the label Values.
 Showing an Items Relative Value
You can dynamically convert a stored or
calculated measure into a percentage or index
and display the relative
Measure value ofDuplicate
an item measure
Section
compared to the total.
Relative values: percentage
of total for the section

Bread sales for April to

Alley-Cats = $10,820.24

Percentage of Bread sales for

April to Alley-Cats relative to
the entire West region = 3.9%
Showing an Items Relative Value
1. Duplicate the measure.
2. Rename the duplicate measure.
3. Select the Show Data As option.
4. View the results.
 1. Duplicate the Measure
This is an optional step that provides the
capability to display both the total for the
measure and its relative
1
value. 2
2. Rename the Duplicate Measure
Rename the duplicate measure to differentiate it from the
original measure.
2
1

3
3. Select the Show Data As Option
Select the Show Data As option, and then select Percent
of or Index of and the appropriate submenu item.

3
 4. View the Results
Total measures and relative values are
displayed in a pivot table.
Relative values

August accounted for 10.1% of Percent of each

Adria Restaurant & Deli revenue. monthly revenue total

Grand total of all revenue for

the Adria Restaurant & Deli.
Using Calculations in Pivot Tables
Using calculations in pivot tables enables you to:
Override the default aggregation rule specified in
the repository or chosen by the author of an
analysis
Create new members with user-defined
aggregations or custom formulas
Building Calculations by Using
Functions
1

2
3

5
4
Building Calculations by Using
Formulas
1
2
3

4
5
 Displaying Running Sums in Pivot
Tables
A consecutive cell for a measure displays the total of
all previous cells for that measure:
Running sums are typically displayed for duplicated
columns or measures showing data as a percentage.

Duplicated column Select More Options > Results appear as running sum.
Display as Running Sum.
 Summary
In this lesson, you should have learned how to:
Create pivot tables
Override default aggregation rules in pivot tables
Format pivot tables
Show an items relative value in a pivot table
Use calculations in pivot tables
Display running sums in pivot tables
 Practice 9: Overview
This practice covers the following topics:
Showing results with pivot tables
Displaying running sums in pivot tables
 Quiz: Overview
This quiz examines your knowledge of pivot
tables.
 Quiz
Tables can have rows, columns, sections, prompts, and measures as separate
drop targets, whereas pivot tables can only have columns and measures as
drop targets.
a. True
b. False
 Quiz
When creating a Pivot Table view, every column must
be used in the pivot table.
a. True
b. False
 Quiz
Which of the following applies when building a pivot
table from a hierarchical column?
a. Sort on members, measures, and rows
b. Expand down
c. Sort children outside of their parents