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Adhoc Reports Pivot

  • Using Pivot Tables It will summarize all data in a given data set and will allow users to group columns and rows of data in unique ways. Once created, pivot tables can also “drill down” into specific data depending on what the user wants to do.

Objective​

  • Create Adhoc Report using Pivot

Prerequisite​

  • Used Sales.cds for this example.

Download adhoc_analysis.zip file from link given adhoc_analysis.zip.

  • After downloading the zip file, add the Sales.cds into the Dataset Section of AIV for this example. To add it into AIV follow this Link.

Adhoc Report - Pivot: This video contains information regarding How to Create Adhoc Report using Pivot in AIV.

Steps to Create Adhoc Report using Pivot​

  1. Login to AIV using your credentials.

  2. Go to Hamburger Docusaurus Slash Introduction icon > Documents > Adhoc Report

    Docusaurus Slash Introduction

  3. There are two ways in which a user can Create Adhoc Report.

I. Clicking on Adhoc Report located at the bottom-most toolbar.

Docusaurus Slash Introduction

II. By right-clicking the any existing user can also create Adhoc Report.

Docusaurus Slash Introduction

  1. On clicking the Create Adhoc option, from one of the methods mentioned above user will see the window as below:

    Docusaurus Slash Introduction

  2. Drag & Drop Text component to the empty area as shown below:

    Docusaurus Slash Introduction

  3. As user perform the above step, window will look as per the image below:

    Docusaurus Slash Introduction

  4. Now from the drop down list of Datasets select the Sales.cds as follows:-

    Docusaurus Slash Introduction

  5. Add country to Rows, productLine to Columns & extendedPrice to Value by dragging it from Dataset Columns.

    Docusaurus Slash Introduction

  6. CLick on Docusaurus Slash Introduction icon right next to sum(extendedPrice) Value.

  7. One dialog box will open as shown below:

    Docusaurus Slash Introduction

  8. User can make the changes if required & Click on SUBMIT button in order to Save it.

  9. Select LANDSCAPE VIEW from the Birt Template drop-down as shown.

    Docusaurus Slash Introduction

  10. You can also specify the number of records you want to show on a page from the following widget near the template selector widget:-

    Docusaurus Slash Introduction

  11. Adhoc Report - Pivot will run with HTML Format Typr only.

  12. To run the Adhoc Report using Table Component, click on Run in the top most right corner as follows:-

    Docusaurus Slash Introduction

  13. Click on RUN option, which will open the following dialog box:-

    Docusaurus Slash Introduction

  14. As the table has no parameters, just click on SEND button & it will redirect you to another screen of the browser.

  15. The Adhoc Report using Table component will be generated in HTML.

    Docusaurus Slash Introduction

  16. If you want to save your report you can click on the Save Docusaurus Slash Introduction button at the topmost right corner below admin which will open the following dialog box:-

    Docusaurus Slash Introduction

  17. You can give your own Name in the selected column, and select Save As a Report / Template.

  18. For this example; give Name: Adhoc Pivot & Select Save As: Report and click on submit button to perform the save operation.

  19. If you want to change the settings of a widget click on Docusaurus Slash Introduction below Run which will open the following dialog box:-

    Docusaurus Slash Introduction

  20. Here you can change the Name, Width, Height, Visibility and Page Break of your table & click on Submit button to save the changes.

  21. Similarly press Docusaurus Slash Introduction in order to delete the pivot widget.

✒️ To know more abour Adhoc Reports features follow below Links:-

Chart​

Table​

Annotation​

Image​

Annotations​

Text​

Report​

Predefined Component​