Pivot Chart

A Pivot chart helps you analyze large amounts of data. You can organize and summarize data in rows and columns to obtain a summary repo

In this example, a Pivot chart is created to analyze the data streaming on Spotify

To create a Pivot chart:

  • Select the 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:

  1. Data Configuration: It lets you choose columns for the following settin

  2. Visual Configuration: It lets you configure the visual appearances and interactions of the Pivot chart.

  3. Visualization Level Filters: It lets 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.

Data Configuration

  • Click on the icon for data configuration options.

Columns

You will see the columns in the Pivot according to their order, in the Visualizations Pan

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 type 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).

  1. Drag the desired column from the Data Panel and drop it onto Visualizations Panel’s “**Values section.

  2. 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 chart.

Edit Column Name

  • To change the column name, click on the column name or the icon and type in the new column na

Remove Column

  • Click on the icon to remove a column from the Pivot chart.

Reorder Columns

  • Select the column and drag it to the desired position and drop it.

Conditional Formatting

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

  1. Click on the icon next to the column name and select ‘Conditional Formatting’.

  1. Format Column dialog box opens, you can Upload Image from any of the following ways:

  • Choose Library and click on Search Image to select an image pre-bund with Gathr.

  • Choose File and click on Upload File to select a file from your system.

  • Choose URL and Enter Image URL.

  1. To Set the image Layout:

    • Select the Show Data with image checkbox to display data as well as the image.

    • Select a radio button to show data before/after the image.

  2. Define the conditional formatting rule:

    • Select the criteria from the drop-down.

    • Provide the threshold value.

  3. Go to Text and apply the Text on the following:

  • Select a radio button to apply the text on a Cell or Row.

  1. Select a Text Style as per your requirements

  2. Enter text to be displayed in the Pivot chart, click on ‘Apply’ and close the Format Column dialog box. This icon indicates that the conditional formatting is applied to the column.

To update the condition for a column:

  1. Click on the icon and select Conditional Formatting.

  2. Change the criterion or Format style as per your requirement.

  3. Go to Text and click ‘Apply’.

To remove Conditional Formatting:

  1. Click on the icon and select Conditional Formatting for the desired column. Format column dialog opens. You will see the criteria listed at the bottom.

  2. Hover over the criteria below Applied Rules and click on the icon to remove the condition.

The following figure displays a Pivot chart with summary data and conditional formatti

To learn more about conditional formatting, refer to the following GIF below.

Note: Steps for conditional formatting are same for Grid and Pivot chart.

Conditional Formatting GIF

Sorting

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 ‘Track_name’, and then By ‘Streams’.

Add Sorting Levels

  1. In the ‘Sorting’ section, click on ‘Add level’. A sorting level will be created.

  2. Select the column to apply sorting on from the drop-down.

Note: You can only sort on the columns present in the Pivot chart.

  1. Click on the Sort Order Ascending, Descending icon to toggle sorting order.

  2. 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.

Visual Configuration

  • Click on the icon for visual configuration settings.

Column Header

  • Select a Column Header from the drop-down, and change the Font Size, Header Outlines, Outline color, etc. as shown below:

Column

  • To show/hide a Column, click the toggle switch as shown below:

Field Formatting

Select the Header Outlines such as Track_name and its fields such as Font Color, Background Color and Alignment as shown below:

Row

  • To show/hide a Grid Lines in a Row, click the toggle switch. Change the Grid Line Thickness, Grid Line Color, Row Color, etc. as shown below:

Column Value

  • Change/update the Column Value fields such as Font Size, Font Color, Outline Thickness, etc.

Container Information

  • You can enter the details of a container in the Container information and change its Font, Size, Color, etc.

Container Settings

  • Change the container Settings for the following fields such as Header, Show Title, Container Margin, etc. as per your requirements.

The following figure shows the effect of various container settings on a Pivot chart.

Operation States Messages

  • Add/edit the Operation States Messages such as Waiting message, Waiting details, Processing message, etc. to provide a concise information about operation states.

Formulae States Messages

  • Add/edit the States Messages such as Waiting message, Waiting details, Processing message, etc. to provide a concise information about Formulae states.

Refresh Rate

  • Change the Refresh Rate such as Low, Medium, High resolution to display updates in your application.

Visual Interactions

  • 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 the icon.

Note: Visualizations Panel is not accessible in full-screen mode.

  1. Click on the icon at the top-right corner of the container.

  2. Click on ‘Configure View’ from the overflow menu.

  1. A pop-up form with all the relevant configuration options will appear.

  2. Configure your Visualizations and click on ‘Apply’.

If you have any feedback on Gathr documentation, please email us!

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