Configuring Pivot Table Widget

How to create a Pivot Table Widget

To open a Pivot Table widget configuration modal, follow these steps:

1. Navigate to the Widget Library (see Manage Widgets for more details)

2. Locate Pivot Table and click on the card.

3. Select a Module.

4. Enable or disable the Widget Refresh Rate (in seconds). If enabled, set a time interval — the widget will automatically refresh at this interval unless previous request is still in progress.

5. Select a Field for a Row Grouping.

6. Specify sort order: Ascending or Descending.

7. Choose whether to include a row for empty items by toggling the Add group with uncategorised Items setting.

8. Select a time interval (Day, Week, Month, Quarter, or Year) for grouping items by date, using the Group Date Values by field.

9. Choose how to aggregate Values:

   • Count – counts the number of records based on the selected Row field.

   • Field Summary – aggregates the Values field for each item in the Row field.

10. For Field Summary, configure:

    • Field (required): The numeric field to summarise.

    • Aggregation Type (required): e.g. sum, average.

11. Apply a Filter to limit the dataset shown. Use Saved Filters to select an existing module filter, or choose Custom Filter to create a new one.

12. Click Create to confirm your settings and add the widget.