Overview

A Pivot Table is one of the core capabilities in the Report module of Sanplex. It supports querying data using SQL and presenting it in a multi-dimensional, dynamic layout. The feature includes two areas: View and Design & Management. On the View page, users can browse built-in or published pivot tables. On the Design & Management page, users can maintain groups, create, edit, and delete pivot tables.

Pivot tables support row grouping, column slicing, and filter configuration. With drill-down analysis, users can explore related detail records under the combined effects of row groups, column slices, and filters—moving from summary to detail to help identify root causes efficiently.

Key capabilities include:

• Group management: Browse pivot tables by groups in a tree structure; supports creating, editing, and deleting groups.
• Flexible design: Query data via an SQL builder or by writing SQL; configure parameters, filter conditions, and basic information (e.g., name and description).
• Drill-down analysis: Configure drill-down rules to link from aggregated results to detailed data, forming an end-to-end analysis path.

Use Cases

• Multi-dimensional business analysis: Sales teams summarize revenue by region, product category, and quarter, then drill down to orders in low-performing areas. Filters can quickly switch time ranges or statuses (e.g., “Shipped”) and refresh results in real time.
• Project management and issue tracking: Combine iteration and task data; use row grouping (e.g., iteration ID) and column slicing (e.g., task priority) to analyze task distribution. Drill down on anomalies (e.g., high-priority backlog) to view the task list and assign follow-up actions.
• Enterprise data consolidation: Integrate data across departments using SQL-based pivot tables, and maintain group-level permissions to ensure data security.

The Pivot Table feature includes a View page and a Design & Management page. On the View page, you can view built-in and published pivot tables. On the Design & Management page, you can browse built-in and custom pivot tables and manage them. Main functions include:

• View pivot tables by group through the pivot table group tree.
• Add, edit, and delete groups via the group maintenance feature.
• Use the pivot table designer to query data with SQL, set design parameters, configure filters, and define basic information.
• In the pivot table design list, design, edit, or delete pivot tables.

1. View Pivot Tables

On Report > Pivot Tables > View, browse built-in and published pivot tables in different groups.

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2. Maintain Pivot Table Groups (Standard Version)

On Report > Pivot Tables > Design & Management, click Maintain Groups to open the group maintenance page, where you can add, edit, or delete groups.

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3. Create a Pivot Table (Standard Version)

On Report > Pivot Tables > Design & Management, click Create Pivot Table to open the pivot table designer. You can query data using SQL (and configure result filters), set design parameters, configure filters, and define basic information.

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4. Manage Pivot Tables (Standard Version)

On Report > Pivot Tables > Design & Management, you can Design, Edit, or Delete pivot tables.

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