To create pivot reports, perform the following steps in Sigma Studio:
- Click Create > Report.
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The Information Report page appears with the Report Maintenance tab as default.
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- Enter a unique ID for the report in the Report Id field.
- Enter a display name for the report in the Report Name field.
- Click the Data Source Name field and select a datasource. Refer Creating Data Connections to create a database or webservice connection and datasource.
- Click the Select Allowed Formats field and select the formats in which the report can be generated. The following formats are supported: CSV, DOCX, HTML, PDF, XLS, and XML.
XLSX and HTML
- Select the Pivot Report checkbox adjacent to the Select Allowed Format field.
- Once you select the Pivot Report checkbox, an alignment dropdown appears where you can select the report table alignment.
- 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.
- 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.
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.
- Click Save.
A confirmation message appears.
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- Click Ok for the message.