Skip to content
  • There are no suggestions because the search field is empty.

How do I create and configure a Pivot report to display and explore data dynamically using levels and values?

Learn how to build Pivot reports in eyko to display, expand, and analyze structured data efficiently.

It walks users through:

  • Understanding how Pivot reports organize data using levels (for drill-downs) and values (for numerical summaries).

  • Configuring levels for hierarchical exploration, such as quarters and months.

  • Managing the values section to display, hide, or expand numerical data.

  • Ensuring data representation is dynamic, allowing interactive analysis.

  • Reviewing and finalizing the report to ensure accuracy and clarity.

Key Steps

Understanding Pivot Reports 0:00

generated-image-at-00:00:00

A Pivot Report organizes your data using both row and column groupings for enhanced analysis and comparison. The primary sections of a Pivot Report are:

  • Values: Displays measurable data (e.g., gross price).

  • Levels: Enables drill-down into more detailed views.

Defining Levels in Pivot Reports 1:23

generated-image-at-00:01:23

  • Levels allow for drill-down capabilities to view underlying details.

  • Ensure to define levels appropriately to facilitate data exploration.

 

Using the Values Section 4:17

generated-image-at-00:04:17

  • The values section displays numerical data related to gross price.

  • To view specific values, un-hide the values dimension in the report.

 

Expanding Data in Pivot Reports 5:12

generated-image-at-00:05:12

  • You can expand data for specific quarters to view monthly breakdowns.

  • Each quarter should have a subtotal column for clarity.

 

Dynamic Data Representation 6:11

generated-image-at-00:06:11

  • Ensure that the data representation is dynamic, allowing for adjustments as needed.

  • This includes being able to hide or show values based on user preference.

 

Finalizing the Report 10:03

generated-image-at-00:10:03

  • Review the report for accuracy and completeness.

  • Make necessary adjustments to ensure all data is represented correctly.

Cautionary Notes

  • Always double-check the data for accuracy before finalizing the report.

  • Ensure that all levels and values are correctly defined to avoid misrepresentation of data.

Tips for Efficiency

  • Familiarize yourself with the Pivot table functionalities to speed up the report creation process.

  • Use keyboard shortcuts where possible to navigate through the report settings quickly.

https://loom.com/share/f992888a5606457198a076fa45472f43

 

Cookie Policy Privacy Policy