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

1. On the home page of Sigma Studio, click Manage > Report.
   
   
   The Information Report screen appears with the Report Maintenance tab as the default tab.
   
   
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 data source. Refer Creating Data Connections to create a database or webservice connection and data 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, XLS and DOCX.
   
   
6. Select the Pivot Report checkbox adjacent to the Select Allowed Format field.
   
   
   
   
7. Once you select the Pivot Report checkbox, an alignment dropdown appears list, from where you can select the report table alignment.
   
   
   
   

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.
   

   Note

   You can view the column attributes for a particular selected column in the Select Columns to Display field by clicking any of the selected columns, e.g. ACCOUNT_NO. For the pivot reports, the selected columns are displayed as pivot columns. By default, the Pivot Column toggle option is enabled for the selected column. If required, you can specify the formulas for the display or the selected column and the sortable column in the Display Formula and Sort Column/Formula fields. You can even disable the Pivot Column toggle option if you do not want to make use of the selected display column as a pivot column in the report. On disabling the Pivot Column toggle option, the Select Aggregate Function drop-down list appears, which enables you to assign an aggregation for the display column. It must be noted that the aggregate functions can be assigned only for the display columns, which are not selected as pivot columns.

   
   

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 column.

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 column.
    

    Note

    You can view the group functions for the particular value column in the Select Value Columns field by clicking the selected value column, e.g. AVAI_BALANCE. In the Summarize value using group function pop-up window, you can assign the group or aggregate function for the selected value column by clicking the Select Group Header drop-down list. The available group functions are: Average, Count, Maximum, Minimum and Sum. Count appears as the default group function for the selected value column.

    
    
    

    Tip
    Refer Configuring a Simple Report for detailed information on configuring reports in Studio.

    
    

11. Click Save to save the configured pivot report.
    
    
    
    A confirmation message appears.
    
    
12. Click Ok for the message.