Pivot profiles

Using pivot profiles, you can create, save, and edit custom pivot settings to use at any time. Once saved, these profiles are accessible via a drop-down menu in the upper-right corner of the item list.

Pivot profiles include configured settings for the Group By, Pivot On, and Date fields, as well as the chart formats. When you select a profile, the fields in the Pivot menu automatically populate with predefined values. You can modify these values to run additional pivot reports. Use the Save button to save any updates to the preexisting profile or use the Save As button to create a new pivot profile.

If you create a pivot without selecting a profile, you can click Save to make the active settings into a profile. The pivot profile does not save the documents associated with it.

Note: You can't create or edit pivot profiles unless you have the required permissions.

Creating or editing a pivot profile

Perform the following steps to create or edit a pivot profile.

  1. Navigate to the Pivot Profiles tab.
  2. Click New Pivot Profile.
    The Pivot Profile Information form appears with required fields in orange.

    3. Note: Only fields that have been Pivot-enabled will be available to select in this form.

  3. Complete the fields on the Pivot Profile Information section.
    • Name—the name of the profile. You may want the name to reflect fields on which you pivoted.
    • Object Type—click Select and choose the object type you would like this profile to appear under.

      • Display—select which of the three possible Pivot display types you want to be used to represent your profile in the item list:

        • Pivot Grid—designates the grid as part of the profile display.
        • Pivot Chart—designates the chart as part of the profile display.
        • List—designates the list as part of the profile display.

    • Group By—click Select and choose the field you want to act as your Group By value in your profile. Only fields that are Pivot-enabled on the Field page are available in this list.

      Note: We do not recommend selecting long text fields with the Group By field due to the performance impact. For more information, see Pivot.

      • Group By Date—choose a method for providing the date values for the Group By field:

        • Date—displays the date with day, month, and year.
        • Year—displays only a year value.
        • YearMonth—displays the year and month values.
        • Week—displays week values.
        • TwoWeeks—displays every two weeks values.

    • Pivot On—click Select and choose the Pivot On field in this profile. Only fields that are Pivot-enabled on the Field page are available in this list.

      Note: We do not recommend selecting long text fields with the Group By field due to the performance impact. For more information, see Pivot.

    • Pivot On Date—provides the same dates for the Pivot On field as found above on Group By, with the addition of the following:
      • Month—displays only a month value. This option is only available in Pivot On if your Group By field is also a date.
    • Page Size—determines the number of sets per page in a pivot chart or graph. Depending on the display specifications you set, you may want to enter a low value.
  4. Complete the fields on the Chart Options section.
    • Chart Type—determines what kind of chart is used to represent the profile in the item list:
      • Bar—represents values in bar form.
      • Pie—represents values in pie form.
      • Line—represents values in line form.
      • Table—represents values in table form.
    • Chart Orientation—determines how the chart is positioned. There are two options:
      • Horizontal—arranges values horizontally.
      • Vertical—arranges values vertically.
    • Sort On—determines the basis on which the chart information is sorted. There are two options:
      • Grand Total—sorts by the total.
      • Group By Field—sorts by the Group By field you specified.
    • Sort Order—determines the order in which records are sorted. There are two options:
      • Ascending—sorts starting with the last record and ending with the first.
      • Descending—sorts starting with the first record and ending with the last.
    • Switch Series—switches the Group By and Pivot On fields' positions.
    • Toggles—configure additional chart instructions. The options are:
      • Show Grand Total—toggles the display of grand total in the pivot chart. This value can help add context, but may throw off the scale of the pivot chart and reduce readability.
      • Show Legend—toggles the display of the Pivot Chart legend. This information can often be intuited from looking at the chart. If not, it can be added.
      • Show Blank Values—toggles the display of blank values in the chart.
      • Show Labels—toggles the value count labels on pivot charts.
      • Rotate Labels—rotates the group by labels at a 45 degree angle. This can help readability in fields with many values.
      • Stagger Labels—another option to improve readability of group by values. Stagger labels varies the horizontal position of the labels to improve readability.

      • Show Sub-Chart—toggles the display of sub-chart in bar chart, stacked bar chart, and line chart.

  5. Click Save.