25 Copyright © 2009, Oracle. All rights reserved. Showing Results with Pivot Tables

Copyright © 2009, Oracle. All rights reserved Objectives After completing this lesson, you should be able to: Create pivot tables Use multiple page drop-down lists in pivot tables Override default aggregation rules in pivot tables Format pivot tables Show an item’s relative value in a pivot table Use calculations in pivot tables Display running sums in pivot tables

Copyright © 2009, Oracle. All rights reserved Pivot Table Views Provide the ability to rotate rows, columns, and section headings to obtain different perspectives of the same data Are interactive –Navigable and drillable –Useful for trend reports Provide the ability to couple tables with charts and graphs

Copyright © 2009, Oracle. All rights reserved Pivot Table Pages Section Totals Measure label Rows Measures Columns

Copyright © 2009, Oracle. All rights reserved Creating a Pivot Table 1.Create a request on the Criteria tab. Click the Results tab and then select Pivot Table view. Rearrange elements as necessary.

Copyright © 2009, Oracle. All rights reserved Create a request on the Criteria tab. You create a request by using columns from a subject area (just like any other request).

Copyright © 2009, Oracle. All rights reserved Click the Results tab and then select Pivot Table view. The Pivot Table view is accessed from the View drop-down list.

Copyright © 2009, Oracle. All rights reserved Rearrange elements as necessary. The columns included in the request appear as elements in the pivot table template. Drag elements

Copyright © 2009, Oracle. All rights reserved Showing Results in Pivot Tables Using multiple page drop-down lists Overriding default aggregation rules Using totals Adding formatting Showing an item’s relative value Adding a graph Using calculations Displaying running sums

Copyright © 2009, Oracle. All rights reserved Using Multiple Page Drop-Down Lists Provides the ability to manipulate a drop-down list for each attribute placed in the pages section Multiple attributes in the Pages section are concatenated in a single drop-down list. Select More Options > Start New Page Drop Down to create separate drop-down lists for each attribute.

Copyright © 2009, Oracle. All rights reserved Overriding Default Aggregation Rules Use “More Options” to override the default aggregation rule for a measure specified in the Business Intelligence repository or by the original author of a request. Default aggregation rule is SUM. Select More Options > Aggregation Rule to override the default. New aggregation rule is applied.

Copyright © 2009, Oracle. All rights reserved Using Totals Totals aggregate data on elements other than measures: Pages Sections Columns Rows Label Totals for each sales district

Copyright © 2009, Oracle. All rights reserved Adding Formatting: Overall Appearance You can customize the overall appearance of a pivot table by applying green-bar styling and formatting. 1 2 Green bar styling enabled

Copyright © 2009, Oracle. All rights reserved Adding Formatting: Pivot Table Positions You can customize the formatting and appearance of sections, rows, columns, measures, and the content that they contain. Use the Properties buttons to customize sections and section content. Use the More Options buttons to customize pages, columns, rows, and measures.

Copyright © 2009, Oracle. All rights reserved Adding Formatting: Section Options Set the column heading display. Insert page breaks in printed pivot tables. Show blank rows. –Default: Suppress to preserve space in results. Specify how the column heading appears. Set page breaks between section elements when the pivot table prints. Select to show blank rows as white space in results.

Copyright © 2009, Oracle. All rights reserved Adding Formatting: Showing a Section Once Eliminates duplication of section information and helps to constrain sections in other sections Select More Options > “Hide repeated values.” Region section by default. Region section set to show once.

Copyright © 2009, Oracle. All rights reserved Showing an Item’s Relative Value Relative valueMeasure Duplicate measure Section

Copyright © 2009, Oracle. All rights reserved Showing an Item’s Relative Value You can dynamically convert a stored or calculated measure into a percentage or index. Display the relative value of an item compared to the total. Relative values: percentage of total for the section Brown sugar sales to Rice Bowl = $ Percentage of brown sugar sales to Rice Bowl relative to entire MidWest district = 10.5%

Copyright © 2009, Oracle. All rights reserved Relative Value Options Percentage (or index value) of the page that this value representsPage Percentage (or index value) of the column parent that this value representsColumn parent Percentage (or index value) of the section that this value representsSection Percentage (or index value) of the row that this value representsRow Percentage (or index value) of the column that this value representsColumn Result ShownPercentage (or Index)

Copyright © 2009, Oracle. All rights reserved Showing an Item’s Relative Value 1.Duplicate the measure. 2.Rename the duplicate measure. 3.Select the Show Data As option. 4.View the results.

Copyright © 2009, Oracle. All rights reserved Duplicate the measure. This is an optional step that provides the capability to display both the total for the measure and its relative value. 1 2

Copyright © 2009, Oracle. All rights reserved Rename the duplicate measure. Rename the duplicate measure to differentiate it from the original measure

Copyright © 2009, Oracle. All rights reserved Select the Show Data As option. Select the Show Data As option, and then select “Percent of” or “Index of” and the appropriate submenu item

Copyright © 2009, Oracle. All rights reserved View the results. Total measures and relative values are displayed in a pivot table. Brown sugar accounted for 46.5% of sugar sold in the MidWest. Relative values Chicago Dog Express bought 1.4% of Powdered Sugar in the MidWest. Rice Bowl bought 18.7% of all sugar in the MidWest.

Copyright © 2009, Oracle. All rights reserved Adding a Graph Chart controls are the same as in the Chart view. Select to add a chart. Chart controls

Copyright © 2009, Oracle. All rights reserved Using Calculations in Pivot Tables Using calculations in pivot tables enables you to: Obtain different views of the data in pivot tables Override the default aggregation rule specified in the repository or chosen by the author of a report

Copyright © 2009, Oracle. All rights reserved Building Calculations by Using Functions

Copyright © 2009, Oracle. All rights reserved Building Calculations by Using Formulas

Copyright © 2009, Oracle. All rights reserved Displaying Running Sums in Pivot Tables A consecutive cell for a measure displays the total of all previous cells for that measure: This is a display feature only, with no effect on actual pivot table results. Running sums are typically displayed for duplicated columns or measures showing data as a percentage. Select More Options > Display as Running Sum. Duplicated column Results appear as running sum.

Copyright © 2009, Oracle. All rights reserved Summary In this lesson, you should have learned how to: Create pivot tables Use multiple page drop-down lists in pivot tables Override default aggregation rules in pivot tables Format pivot tables Show an item’s relative value in a pivot table Use calculations in pivot tables Display running sums in pivot tables

Copyright © 2009, Oracle. All rights reserved Practice 25: Overview This practice covers the following topic: Showing results with pivot tables

Copyright © 2009, Oracle. All rights reserved