Orient pivot table values

You can choose to display a pivot table in a columnar or row-based format. Columnar is the default.

Prerequisites

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

  • You have created a pivot table in Insights (see Create a pivot table for instructions).

Page location

Insights > Analyses > Click an analysis

Procedures

Change a pivot table format

  1. Click the pivot table visual that you want to edit.
  2. Click Format visual (the chart icon in the upper-right corner of the visual). The Properties panel opens.
  3. Expand Pivot options.
  4. In the Values position section, select one of the following options:

    • For a columnar format, select Columns.
    • For a row format, select Rows. A column with the value name is added to the right of the row header column.

      NOTE   If you use only one metric, you can eliminate the repeated header by selecting Hide single metric. For more information, see Font and style on visual types in Insights.

Transpose the fields used by the rows and columns

  • Click Swap rows and columns ( ) in the upper-right corner of the visual.

See options for showing and hiding totals and subtotals or exporting data to a CSV file

  • Click Menu options (the three dots at the upper-right corner of the visual).

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