A Pivot chart helps you analyze large amounts of data. You can organize and summarize data in rows and columns to obtain a summary report.
In this example, a Pivot chart is created to analyze issues in Jira.
To create a Pivot chart:
- Select the ‘Assignee’ and ‘Type’ columns while holding the Ctrl key and right-click > Select View> Change> Pivot.
Click here to learn more about how to create a visualization.
The following figure shows the resulting Pivot:
Configure Pivot Chart
- Select your Pivot chart and open the Visualizations Panel.
The following configuration options are available:
- Data Configuration : It lets you choose columns for the following settings:
- Visual Configuration : It lets you configure the visual appearances and interactions of the Pivot chart.
- Visualization Level Filters : They let you filter the data in the visualization without impacting other visualizations on the same data set.
Refer here to learn more about Visualization Level Filters.
- Click on the icon for data configuration options.
You will see the columns in the Pivot according to their order, in the Visualizations Panel.
You can perform the following operations on columns.
Add a Column (Non-Summarized)
Pivot chart shows only the unique values of all the non-summarized columns. e.g. If ‘Assignee’ and ‘Type’ columns are added, then all unique values of Assignee and Type columns will be shown on the Pivot chart.
- Drag the desired column from the Data Panel and drop it onto Visualizations Panel’s “Columns” section.
|Note: You can also search the column name in the Data Panel to quickly find it.|
Add a Column (Summarized)
You will see the aggregated values in the Pivot for the added column(s).
- Drag the desired column from the Data Panel and drop it onto Visualizations Panel’s “Values” section.
- Click on the icon and select the aggregate function to summarize the data of this column.
|Note: You can add a maximum of 50 columns (including summarized and non-summarized) to a Pivot.|
Edit Column Name
- Click on the column name or the icon and type in the new column name.
- Click on the icon to remove a column from the Pivot chart.
- Select the column and drag it to the desired position and drop it.
This allows you to show an image with your data by applying certain conditions. Multiple conditions can be combined as well.
To apply conditional formatting:
- Click on the icon next to the column name and select ‘Conditional Formatting’.
- Define the conditional formatting rule:
a. Select the criteria from the drop-down.
b. Provide the threshold value.
- Set the format style to choose an image to be shown when the above criterion is true. You can provide the image in the following ways:
- Select Library and click on Search Image to select an image pre-bundled with Klera.
- Select File and click on Upload File to choose one from your machine.
- Select URL and Type In the URL of an image.
- Select Show Data checkbox to display data as well as the image.
a. Select the radio button to show data before/after the image.
- Click on ‘Add’.
- Click on ‘Back’ to return to the list of columns for the Pivot chart. This icon indicates that the conditional formatting is applied to the column.
To update the condition for a column:
- Click on the conditional formatting icon.
- Change the criterion or format style.
- Click ‘UPDATE’.
To remove Conditional Formatting
- Click on icon for the desired column. You will see the criteria listed at the bottom.
- Click on the icon to remove the condition.
The following figure displays a Pivot chart with summary data and conditional formatting.
To learn more about conditional formatting, refer to the following GIF.
|Note: Steps for conditional formatting are the same for Grid and Pivot chart.|
Sorting allows you to change the order of data making it easier to find what you're looking for. You can do a multi-column sorting on a Pivot e.g. first sort on 'Assignee', and then on 'Priority'.
Add Sorting Levels
- In the ‘Sorting’ section, click on 'Add level'. A sorting level will be created.
- Select the column to sort on from the drop-down.
Note: You can only sort on the columns present in the Pivot chart.
- Click on the ascending , descending icon to toggle sorting order.
- Repeat these steps to perform multi-column sorting.
Reorder Sorting Levels
The order of columns in the Sorting section defines the order of sorting in the Pivot chart.
- Drag and drop columns in the sorting section to change the sort order.
Remove Sorting Levels
- Click on icon to remove the sorting level.
To learn more about sorting, refer to the following GIF.
|Note: Steps for sorting are same for Grid and Pivot chart.|
- Click the icon for visual configuration settings.
- Select a numeric column from the drop-down, and choose the number of decimal places you want to display values with.
- To show/hide the header and border, click the toggle switch.
- Turn on the toggle switch to show the border for the container. Change the border color, style and width as shown below:
The following figure shows the effect of various container settings.
- Select the target behavior and scope for the coordinated visualization from the settings given below.
To learn more, refer to section ‘Configure Coordinated Visualization’.
Configuration Options in Full-Screen Mode
Visualization can be seen in full-screen mode by clicking on icon.
|Note: Visualizations Panel is not accessible in full-screen mode.|
- Click on icon at the top-right corner of the container.
- Select ‘Configure View’ from the overflow menu.
- A pop-up form with all the relevant configuration options will appear.
- Configure your visualization and click on ‘APPLY’.