Pivot Grid

In this section we focus on the Pivot Grid, the various formats it takes when invoked, the specific reasons for using those formats, and some Guidelines for using a Pivot Grid effectively.

What is a Pivot Grid?

A Pivot Grid is a graphical or tabular representation of analytic or statistical data. Some examples of the types of data that can be displayed in a Pivot Grid are sales data by region or organization, HCM statistical or individual data, or financial and accounting data. The charts displayed are a visual representation of the specific data that has been compiled. A Pivot Grid can pivot and filter data, which enables business analysts to have different views of the same data.

A Pivot Grid can be displayed in three different formats: Chart Only, Grid Only, and Grid Plus Chart. The following figures illustrate these examples.

Chart Only Display Option

This option is best when the primary purpose is to present summary level trends or results. Users are able to view the operational reporting data in a chart. All Charts can be displayed in one of four ways: Line Chart, Pie Chart, Bar Chart, or Horizontal Bar Chart. The type of chart is invoked by clicking on a specific icon as shown below:

  •  Click on the Line Icon to display the data in a Line Chart.
  •  Click on the Pie Icon to display the data in a Pie Chart.
  •  Click on the Bar Icon to display the data in a Bar Chart.
  •  Click on the Horizontal Bar Chart Icon to display the data in a Horizontal Bar Chart.

This allows the user to see the same data in a variety of different formats to suit their needs.

  • Line Chart: This is a good option for showing trends and changes over time as shown in the figure below.

  • Pie Chart: This option is good for comparing parts of a whole, or when data is divided into several categories. This is shown in the figure below.

  • Bar Chart: This option is good for displaying multiple categories, for comparing values between different individuals or groups, or for trending. This is shown in the figure below.

  • Horizontal Bar Chart: Use of the Horizontal Bar Chart depends primarily on whether the X or Y axis has more or less data. Using the Horizontal Bar Chart allows for more X axis points to display from top to bottom.

Grid Only Display Option

With the Grid Only display option, the grid is displayed without the chart. Users are able to view the operational reporting data in a grid, where data pivoting, slicing, and dicing is possible. A grid can allow multiple columns at once, whereas the chart generally only shows the X and Y axis dimensions.

Grid Plus Chart Display Option

Use this option when the primary purpose is to provide lots of details and various dimensions to analyze data. Users are able to view the operational reporting data in both a grid and a chart. The data between the grid and the chart is synchronized for an accurate view and also allows for slicing and dicing of data or modeling. That makes this option ideal if the user wants to adjust data in the grid and see the results right away in a chart.

The Grid Plus Chart option means that the data in the chart is always a subset of the data in the grid, and the synchronization between the grid and the chart is unidirectional only. With this option, the drilldown operation on the grid drills down on the chart as well.

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Where Pivot Grids are Displayed

Pivot Grids are displayed in either a Modal Window or within a Pagelet in a Dashboard.

When the Pivot Grid is displayed in a Modal Window, the preferred method for invoking a Pivot Grid is through a Related Action. This allows administrators to easily add, edit, and configure the availability of Pivot Grids without special coding. The Related Action link should also contain the downward triangle indicator, because this helps the user understand that a list of options is available.

The following figures illustrate how a Pivot Grid is invoked in a Modal Window using a Related Action link. Clicking the Related Action link opens the specified Pivot Grid in a Modal Window. The following figures illustrate this three-step process.

Clicking on the Headcount Analytics link on the bottom of the page invokes the Pivot Grid Related Actions, as shown in the figures below.

A Pivot Grid can also be displayed within a Pagelet on a Dashboard if it is relatively straightforward and can be displayed without appearing too cramped. The display of the Pivot Grid should also include space for the display of global parameters if they are needed.

Both methods could require the user to select filters or other values before the Pivot Grid can be displayed

Interacting with Charts

It is possible to add Related Actions to a Detail View grid. This allows the user to take action on a particular piece of data.

If applicable, try to add at least one Related Action from the Detail View grid that shows the source of the data (to provide a way to go to the primary component associated with that data).

Related Actions from the Detail View of a grid should not use a Modal Window if the transfer opens a transaction page. Use a Modal Window if the related action displays read-only content, or is self-contained without navigation links to other components.

Pivot Grid Settings, Controls, and Filters

Pivot Grid Settings are accessible from the Gear icon shown in blue in the figure below. When the user clicks on the Gear icon, a pull-down menu appears listing the available actions.

  • Prompts: This allows users to set new prompts or modify existing ones.
  • Export Data: This is where the user can export the data to Excel.
  • Hide Chart: This is a toggle option which allows the user to either display or hide the chart for a Pivot Grid.
  • Chart Options: This controls the chart’s dimensions, title, axis, legend, etc.
  • Save: This saves the data.

When the user selects Chart Options as shown above, a new window opens as shown in the figure below.

The user can click on the spreadsheet icon as shown below to download the data

When the user clicks on the question mark icon, the Help Screen is displayed.

Pivot Grid Filters appear as drop-down lists. Users may select one or multiple values from each filter to further refine which data is displayed. Some pivots have many available filters, so the user may wish to temporarily hide these filters to provide more room for viewing the grid or chart. This is illustrated in the following figures where the filters can be toggled on or off from the “funnel” icon on the Pivot Grid Header.

In the figure below, the filters are showing and the user clicks on the “funnel” icon as shown below to hide the filters.

In the figure below, the filters are now hidden from view.

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Guidelines for Using a Pivot Grid

  • It is important to provide a consistent and easily recognizable method for users to invoke and view Pivot Grids.
  • Pivot grids should be displayed in a Modal Window or on a Dashboard Pagelet.
  • Avoid using Pivot Grid charts in WorkCenter pagelets as there is not enough width to display a chart large enough to be easily read.
  • Use Related Actions to invoke a Pivot Grid that is displayed in a Modal Window. Include the standard downward triangle indicator with the Related Action link.
  • Avoid using multi-dimensional Pivot Grid charts at the lowest level as it slows the performance. Use a traditional chart instead.
  • Associate the Related Action to a link whose text clearly indicates its purpose: If all options under the link are used to open Pivot Grids, use the convention of Analytics for the link, such as Job Offers Analytics.
  • If the same link contains Related Actions for both Pivot Grids and other actions, use careful judgment in determining the most appropriate overall description for the label.

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