Expand and collapse pivot table clusters

If you are using grouped columns or rows in a pivot table, you can expand or collapse a group to show or hide its data in the visual.

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Author permission.

  • You have created a pivot table in Insights that has at least two dimensions in the Rows field wells and/or at least two dimensions in the Columns field wells (see Create a pivot table for instructions).

Page location

Insights > Analyses > Click an analysis

Procedure

Expand or collapse a pivot table group

  1. Click the pivot table visual that you want to edit.
  2. Choose one of the following:

    • To collapse a group, click Collapse (the minus icon) near the name of the field. The group’s data is summarized in the row or column.
    • To expand a group, click Expand (the plus icon) near the name of the field.

    In the following screenshot, Customer Region and the Enterprise segment are expanded, and SMB and Startup are collapsed.

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