Using Pivot, you can quickly analyze your workspace data to identify trends or patterns. You can use Pivot to summarize data in tables or charts, simplifying the analysis process. You can also create ad hoc Pivot reports using the options available on the Pivot menu.
To generate a Pivot report, you specify a field for grouping data totals and further characterize this data by selecting a secondary field. The Pivot grid displays your results in a table format that you can customize for more convenient viewing. See Running Pivot reports.
System admins or users with the appropriate permissions can create custom Pivot profiles that you can reuse on multiple data sets. You can configure these profiles with field information and formatting for charts, including line, pie, and bar graphs.
Note: Relativity does not support Pivot On or Group By for Long Text fields due to the performance impact. However, you can create a Pivot on any Relativity field that is enabled for Group By and/or Pivot On even if that field doesn't appear in the current view.
See the following pages for more information on Pivot:
Imagine you’re a litigation support specialist and one of your firm’s clients needs you to analyze data related to traders at major banks as part of an ongoing case. A sudden shift in the case has led them to need to learn all they can about one trader in particular who worked for a particular fund some time between 2007 and 2010.
By the end of the day, they need to know the identity of this trader, how many funds he or she handled in total, and what month and year saw the highest volume of transactions by this individual.
When the case began two months ago, you received a log file from a banking system as evidence. Knowing that you would need to leverage Relativity’s reporting functionality throughout the life of the case, you immediately created a custom object to store the information in that log file.
Now, all you need to do to meet your client's immediate needs is use the Pivot feature to analyze different pieces of information already available in the system. You create a Pivot profile capable of reporting on the names of traders, the funds they trade, and the total number of transactions they executed. You make another profile to show on what specific dates those traders executed their transactions.
Then you run the profile and look through the results for what your client needs.