Analytics » Pivot Table » Customizing a Pivot Table

Customizing a Pivot Table

When designing a Pivot Table, Virtutem Analytics offers wide range of options to customize it and improve the overall appearance in different ways. In this section we will discuss about various options provided by Virtutem Analytics to customize a Pivot Table that you create.

 Customizing Pivot Table Appearence and Layout

To change the existing tile and description of a Pivot Table, follow the steps given below:

  1. Open the Pivot Table you would like to customize.
  2. Select   Settings   option in the toolbar. This will open up   Settings   dialog box.
  3. In   General   tab specify the title and description into corresponding fields.
  4. In the   Layout   section, choose whether to display index number for the rows by select or clear the   Hide row numbers   checkbox. By default, this will not be selected.
  5. You can uniformly resize the columns by selecting the   Set default column width to   checkbox and then specify the required width in pixel in the provided field.
  6. You could also choose to apply this new width to the already resized columns using the   Apply to manually resized columns   checkbox.
  7. Click   OK . The Pivot Table will be customized.

 Show/Hide Totals

In Virtutem Analytics , by default, sub totals of individual columns, and grand total of all the rows and columns will be automatically added to the Pivot Table. Virtutem Analytics also allows you to turn off these totals when they are not required.

To hide or show the subtotals and grand totals do the following:

  1. Click   Edit Design   option in the tool bar.
  2. Select   Show/Hide   option in the toolbar or right click on the corresponding cell/column in the pivot table and select   Show/Hide   Totals option in the popup menu that shows up.
  3. Under this option the following sub-options are available:  
    Subtotal (column specific) : Select/Deselect this option to show/hide subtotals of an individual column. This option will be available only on right clicking the corresponding column whose subtotal has to be shown/hidden.  
    Row Grand Total : Select/Deselect this option to display/hide the Row Grand Total column in the pivot table
    Column Grand Total : Select/Deselect this option to display/hide Column Grand Total row in the pivot table
    All Subtotals : Select/Deselect this option to show/hide all subtotals in the pivot table.

 Sorting a Pivot Table

In Virtutem Analytics , by default, a pivot table data will be sorted in ascending order by the values of the columns from the source table that you assign to Row orientation in a Pivot Table. Virtutem Analytics allows you to change this default sort order in lot of different ways. Below is a brief description of various ways to sort a Pivot Table.


Sorting a Pivot column by its values   (by the values of the columns in Row shelf) : This option allows you to sort Pivot Table column data in ascending or descending order by its actual values.

To sort a pivot table by its column values:

  • Right-click the column header or on any cell of the corresponding pivot table column whose values has to be sorted.
  • In the pop up menu, select the required sort order and then   By   Column   (column specific) option.

For example if a pivot table has   Product category   and   Product columns in   Row   shelf (Row Orientation), initially the Product Categories and Products will be ordered alphabetically in ascending order. When corresponding columns are sorted in descending order as described above, Pivot data will be rearranged as shown in the screen shots below.

Sorting a Pivot Table column by its corresponding data values(by values of the column in Data shelf) : This option allows you to sort Pivot Table columns based on data values corresponding to each pivot column value.

To sort a pivot table based on its data values:

  • Right-click the data value column header or on any data value cell corresponding to a Pivot Table column value.
  • In the pop up menu, select the required sort order and then select the column based on which you want to sort data values as shown below.

In the above example, when you right click Central region and select   Sort Descending -> By Product Category , Sales values in Central region corresponding to   Product Category   column will be sorted in descending order as shown below.

Sorting Pivot Table columns by its corresponding summary values : This option allows you to sort Pivot Table columns based on summary values corresponding to pivot column values.

To sort a pivot table based on its summary values:

  • Right-click the summary column's header.
  • In the pop up menu, select the required sort order and then select the column based on which you want to sort summary values as shown below.

When you right click Summary Column and select   Sort Descending -> By Product Category , Sales values in Summary column corresponding to   Product Category   column will be sorted in descending order as shown below.

When you select   Sort Descending -> By Product , Sales values in Summary column corresponding to   Product column will be sorted in descending order as shown below.

You can also sort rows by column values by clicking on the arrow icon( ) at the heading of the corresponding column. A down arrow indicates that the column is sorted in ascending order. An up arrow indicates the column is sorted in descending order.