Tables can be pivoted outside of Sisense within a shared or embedded dashboard. Similar to dashboard filters, once a user makes a change to a table, those settings are kept with that user until they are changed or reset to the default view. The default view can appear as the non-pivoted version of the table or as a pivoted table depending on what is configure.
Pivot tables take on the default view that is configured from within the chart editor when shared with others using the dashboard link. After removing all fields used for the pivot, the user can then turn the toggle from Private to Default and save this non-pivoted version as the default view for all users on the dashboard. To make the non-pivoted version of the table the Default Pivot Settings of the table, a write-access user with edit access on the dashboard needs to click the Edit Chart icon at the top right of the chart. To change the pivot table to a non-pivoted version of the table, the user can either edit the pivot settings at the dashboard level by removing all fields from pivot, or the user can use the Edit Chart link at the top right of the table and remove all fields used for the pivot. However, if the chart has a pivoted table as the Default Pivot Settings, the Reset to Default link will only reset the pivot settings to the Default Pivot Settings. The non-pivoted version of the table will act as the default only when no user has saved pivot settings as the Default Pivot Settings for all users on the dashboard. The Reset to Default link at the top right of the Pivot Settings menu will always reset pivot settings to the default pivot settings. To set one pivot settings as the default for all users of the dashboard, click on the Edit Chart icon of the table to open the Chart Editor. In order to set a user's pivot table settings as the default setting, the user must be a write-access user and have edit access to the dashboard. Similar to filter defaults, pivot settings can also be set as the default view for all users on the dashboard. Default Pivot Table Settings for Dashboard Since one user's pivot settings don't affect another user's pivot settings, read-only users cannot affect each other's pivots. Pivot tables can be created and edited at the dashboard level by all users who have View access to the dashboard. Under this circumstance, new users to the dashboard will see the default pivot setting of the table. However, as with filters, one pivot setting can be set as the default setting for the dashboard for all users. This means that two users can pivot the same table chart with different settings, and not affect each other's work. However, these settings will not be kept once the pivot table is restored to the non-pivoted version as the underlying table.Ĭustomized pivot tables are similar to Sisense's custom filters, the pivot table settings are user-specific views of the data. Additional formatting for Values used in the pivot table can be adjusted in the Values section of the pivot.
Tabber sisense series#
Pivot table columns automatically carry over numeric formatting from the table's Series tab. Fields for the pivot table can be adjusted by modifying the columns in the SQL query.Ĭombining dashboard filters with pivot filters allows for even more customization in the data available to pivot. The fields and data available for the pivot table come from the SQL query generating the underlying table.
Note: Filters used in pivot tables are separate from dashboard filters and only filter the data within that table's result set. Click the "Edit Pivot" option after choosing the hamburger icon in the upper right-hand corner of the chart.įields selected as columns, rows, or values can be used as filters for pivot tables. Pivot tables are an extension of all table-like charts. Creating a Pivot Columns and Rows Values Filters for Pivots Modification and Formatting Available Fields for Pivoting Formatting Modification Settings and Permissions Pivot Creation and Editing Permissions Default Pivot Table Settings for Dashboard Resetting to Default Settings Sharing a Pivot Table Notes and Tips Turning off Pivotability Pivot Table and Drilldowns Pivot Tables in Shared & Embedded Dashboards Pivot Timeout
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