Summit 2022 Feature
Data Explorer expands the functionality of the Reports tool to include pivot tables. Using data pulled from a query, pivot tables can summarize and reorganize that data and reveal underlying patterns.
Data Explorer Table
To add a Data Explorer table to a report:
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Example configuration used in this article. |
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Example exports, filters, and joins used in this article. |
Important!
One or more filters must be applied to the query to ensure the Data Explorer's fast, reliable operation.
You're left with a (temporarily) blank screen, with two widget options available to add at the right:
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Explorer
Create the Explorer Widget
To create a pivot table, select the Explorer widget. Provide a Title for the pivot table, and select the user edit options. There are three user edit options for when the portal renders, Editable, Persist Edits, and choosing neither.
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Click Save.
The Explorer Widget Layout
The Explorer widget appears, comprised of the four main areas of a pivot table:
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Selecting Data to Display
Additionally, on the far left of the Explorer widget, you'll find a list of exports available for the pivot table, as generated by the query setup earlier. Drag these exports to the Row or Column Areas to incorporate them into the data display. |
Exclude the returned value of an export by selecting the export and deselecting the value in the list. Use Select All or Select None to activate or deactivate all exports at once. |
When a chart is selected for a data display type, double clicking the chart presents additional options: Start, Charts, and Customize. |
The Start tab provides recommended chart types according to the data you include on the table. The Charts tab includes additional chart types. Lastly, the Customize tab allows further customization of a selected chart. |
Static Content
The Static Content widget is an HTML WYSIWYG. Dragging the widget over to the report section will open the HTML WYSIWYG, and HTML support content can be added to the report.
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