Pivot Table

This widget is a dynamic tool for interactively exploring, organizing, filtering, and summarizing KPIs across datasets

Key features:

Dynamic Data Selection

Users can choose datasets and time periods (e.g., Actuals, Budgets, Plans) to populate the pivot table

Customizable Rows and Columns

Drag-and-drop functionality to arrange fields dynamically as rows and columns

Users can open the Field List settings to customize the visualization

Summarization Options

Provides summary functions like Sum, Average, Count, Max/Min for numerical data

The summary functions can be found right next to each value field, directly on the Pivot Table and the Field List settings.

Multi-Level Grouping

Supports hierarchical grouping (e.g., Region > Country > Product Segment) by drag-and-drop fields within the Field List settings

Filtering and Sorting

NOTE: The filter of the widget is based on the master filter of the SIMCEL app

Users can filter every field, such as the dataset, and sort rows and columns by value or alphabetical order.

The function can be reached through the filtering and sorting icon right next to each field, directly in the Pivot Table or the Field List settings

Drill-Down Capability

Users can expand summary values to view detailed underlying data.

The Drill-Down function will be accessible when there are at least 3 grouping fields

Export Functionality

Enables exporting pivot table data as Excel or CSV with all applied settings

Save and Load Configurations

Allows saving of customized pivot table configurations for reuse

There are 6 features for the Save and Load settings:

**Create a new report**: Start with a clean state by creating a blank pivot table.