Advanced expandable pivot table

Advanced expandable pivot table empower your viewers with advanced Self Service

An advanced pivot table with self service capabilities and a wide range of powerful features for your viewers

Viewers can easily change the pivot structure by moving dimensions or measures around by drag and drop to achieve new custom views which will be retained for their user login.
It also highly enhances your end user experience by enabling them to drill down by expanding rows and columns, to see the breakdown of that selection, while not losing the parent values. In addition, this plugin provides your users with a unique dimension picker, which they can use to determine which dimensions to include or not, for their own specific analysis.

This widget comes with all the native Sisense pivot table features plus many more:

• Expand columns/rows
• Let your viewers determine which dimensions to include or not using a unique dimension and measure picker
• Toggle dimensions or measures from drop downs
• Advanced Financial Formulas (Link to new financial formulas plugin)
• Single Click Transpose – available to the viewer
• Add external web links
• Add icons/images
• Custom design options
• Search and filter a value from the widget itself
• Advanced sorting of columns and rows
• Sort by formula
• Conditional formatting
• In cell Drill down
• Built-in Jump-to dashboard
• Add multiple dimensions to both columns and rows
• Layout customizations
• Export to XLS while retaining the pivot structure
• Built-In Documentation
• More!

Dimension Picker – Let your end users determine which field to include in their own analysis

Sort by columns, rows or by formula:

Built-In Jump-to-Dashboard:

Easy Design Customizations:

This powerful plugin can be acquired as part of the QBeeQ Self Service PowerUp which includes:

1. Advanced Expandable Pivot
2. Self Service Dashboard
3. Self Service Widget
4. Advanced Input Parameters
5. The Widget Controller
6. Filter Bookmarks

Contact us for a live demo and free trial!

Full Documentation

1. Getting Started
   To start creating a QBeeQ Advanced Expandable Pivot, select it from the widget drop down menu, and populate the data panels with dimensions and measures respectively:
   The Pivot is ready to be used by your viewers.
2. Expand/Collapse & right clicking
   Click on any expand or collapse arrow to show the drill down into that dimension or to collapse it back to the original view.Right click on any row or column element to:
   • – Expand All
   • – Collapse All
   • – Sort
   • – Open the field chooser
   • – Export to XLS

   

3. The Field Chooser
   Click on the field chooser icon to open the field chooser:When this feature is enabled by the designer, the field chooser enables the viewer to:
   • – Toggle dimensions and measures on or off
   • – Drag and drop the dimensions and measures to change their order
   • – Sort the various rows or columns with a wide range of dynamic sorting
   • – Filter the widget by clicking on the filter icon
   • – Hide any data field by right clicking any of them and clicking ‘Hide Field’
   • – Change the summary type of the various measures by right clicking ‘Change Summary type’ (including custom summary type!)

   

   Note: The designer can determine if this feature is enabled or not to the viewer.

4. Conditional Formatting
   The designer can apply conditional formatting onto the columns and rows with the native conditional formatting feature:
5. Export to XLS
   Click on the Export to XLS icon to export the Expandable Pivot to XLS. This export will perfectly retain the exact state the viewer was previewing while exporting
6. Designer Features
   This Advanced Expandable Pivot includes dozens of features which the designer can determine if to apply or disable. The features are broken down into the following segments:
   • – Field options
   • – Layout customizations
   • – Pivot options
   • – Design options
   • – State Persistence
   • – Field Chooser options

   Field Options – this section controls the data fields options. When applied, the data fields will appear on the top left hand side of the pivot area, showing which dimensions are in the rows or columns, and which data fields are being used.

   Data fields on:

   

   Field Options:

   

   • – Display Fields – enable showing fields
   • – Show Data Fields – Display only the data fields
   • – Show Row Fields – Display only the Row fields
   • – Show Column Fields – Display only the Column fields
   • – Show Filter Fields – Display only the Filter fields
   • – Allow Field Dragging – Allow users to drag and drop fields to change order or structure.

   Layout Customizations:

   

   • – Show Totals Prior
     – Display subtotals and grand totals before the data columns
   • – Data Field Headers in Rows – transpose the data columns to rows instead of columns
   • – Tree Row Header Layout – convert the column structure to a minimised tree layout. To achieve a minimised horizontal view, use tree row header layout and disable field display.

   Tree Layout:

   

   Column Layout:

   

   Pivot Options:

   

   • – Show Row Grand Totals – Display row grand totals on/off
   • – Show Row Totals – Display row subtotals on/off
   • – Show Column Grand Totals – Display Column grand totals on/off
   • – Show Column Totals – Display Column subtotals on/off
   • – Enable Word Wrap – wrap text for long strings
   • – Allow sorting – enable or disable sorting of any kind
   • – Allow sorting by summary – enable or disable sorting by summary rows/columns
   • – Allow Filtering – allow user to filter from fields
   • – Allow Expand all – Allow user to expand all rows/columns in 1 click
   • – Export To Excel – Allow user to export to XLS or not

   State Persistence

   

   When the field dragging option is enabled, any user can change the pivot structure by dragging and dropping the fields, either on the pivot area or from within the field chooser.
   The State Persistence feature will store and save each users’ preferred state and load it to that user when logged in. However the user left the pivot structure, that is how they will receive it back when they log back in or refresh the page until the owner of the dashboard will republish, this will override the viewer’s preferred state. When this feature is turned off, the user will still be able to drag and drop and change the structure of the pivot, but their preferred state will not persist and will return back to the original published state upon any page refresh.
   The Published Changes feature adds a button to the pivot which enables the view to restore the changes to the owner’s original publish state.

   More Options:

   

   • – Null Field color – choose how to color code NULL values
   • – Grid Height – allocate vertical height of pivot

   

   Field Chooser layout – allow the designer to select 1 of 3 optional Field Chooser layout options
   Format Negatives – Financial negative formatting