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To create pivot reports, perform the following steps in Sigma Studio:

  1. Click Create > Report.
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    The Information Report page appears with the Report Maintenance tab as default.
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  2. Enter a unique ID for the report in the Report Id field.
  3. Enter a display name for the report in the Report Name field.
  4. Click the Data Source Name field and select a datasourcedata source. Refer Creating Data Connections to create a database or webservice connection and datasourcedata source.
  5. Click the Select Allowed Formats field and select the formats in which the report can be generated. The following formats are supported: PDF, XLSX and HTML.
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  6. Select the Pivot Report checkbox adjacent to the Select Allowed Format field.
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  7. Once you select the Pivot Report checkbox, an alignment dropdown appears where you can select the report table alignment.
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  8. Select the column level area column(s) for the pivot report in Select Columns to Display field. For example, in the Summary Pivot Report, the ACCOUNT_NO is the column-level data.
  9. Select the row level area column(s) for the pivot report in SelectGroupable Columns field. For example, in the Summary Pivot Report, the Status is the row-level data.
  10. Select the value level area column(s) for the pivot report in Select Value Columns field. For example, in the Summary Pivot Report, the AVAI_BALANCE is the value-level data.
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    Tip

    Refer Configuring a Simple Report for more information on configuring Sigma reports.


  11. Click Save.

    A confirmation message appears.
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  12. Click Ok for the message.