Adding a pivot table is like adding a list report. Under Add Component, choose Tables to view available options. Then drag and drop the Table view based on published data icon onto the canvas.
To load a pivot query and begin formatting, navigate to the Edit Component tab, and choose Edit query. First, you will be able to add a new pivot or select an existing pivot previously built using Detailed Reporting. Then you will be able to format the table.
Note
You can also right-click on the placeholder component and select Edit this component to add a query or to format a table.
A pivot table can be further formatted by editing the table in the full formatting editor, where you can turn on edit the title, adjust columns and rows, select colors, choose a table layout, and apply or save a table template. To access the full editor, choose Edit Formatting under the Edit Component tab.
The full editor has a variety of tabs that allow you to configure different options for the pivot table. Some options include the following:
- Style Options: Configure a title and basic formatting options for the table cells.
- Percent of Total Option: Set the pivot to show results as percent of total. Percent of total can be calculated across rows or across columns and set the number of decimal places in the full Edit menu.
- Column/Row Labels: Set formatting the column and row headers.
- Even / Odd Rows: Set the formatting for even and odd rows.
- Table Layout: Configure width management and export options.
- Templates: Save your formatting configuration to re-use on other pivot tables or apply previously saved templates.
You can add a pivot chart query in the same manner that you add a pivot table or list report. Under Add Component, choose Charts to view available options. Then drag and drop the Chart view based upon published data icon onto the canvas.
To load a pivot query and begin formatting, navigate to the Edit Component tab, and choose Edit Query. You can add a new query or select an existing query. First, you will be able to add a new pivot or select an existing pivot previously built using Detailed Reporting. You will then be able to format the chart.
Note
You can also right-click on the placeholder component and select Edit this component to add a query or to format a chart.
You can format a pivot chart using the full format editor. Formatting options include adding a legend, turning on value labels, selecting chart colors, turning on / off gridlines, and saving a chart template.
Change Chart Type
You may change the chart type using the dropdown menu on the Chart tab. Available chart types include: vertical bar, horizontal bar, line, line bar, area, radar, pie, stacked vertical bar, stacked horizontal bar, and candlestick.
Title
Assign a title to the chart, including its font, color, size, and placement.
Add Legend
You can add a legend to a chart by navigating to the Legend tab and selecting the Show Legend checkbox. You can then select the size, layout, font, font color, auto size options, placement, and color.
Turn On Data Labels
If you would like to enable data labels, navigate to the Labels tab and select the Use Smart Labels checkbox. You can choose to show labels always or only on rollover. You can also choose the format.
Select Chart Color Palette
Page Designer offers a wide range of color palettes to choose from, or you can customize the colors and transparency for the chart and background.
Turn Off Gridlines
To turn off the gridlines, navigate to the X·Axis and Y·Axis tabs and uncheck the Enable Major Grid Line and Enable Minor Grid Line checkboxes.