User Manual

Pivot Table Usage Scenario

Pivot Table Usage Scenario

The Pivot Table element allows you to dynamically summarize your data and analyze it by category. Users can add different metrics to the table using drag-and-drop and generate summary reports.

Areas of Use

  • Sales reporting,
  • Customer behavior analysis,
  • Performance measurements,
  • Financial reporting, etc.

The Pivot Table element only supports web applications.

Restaurant Invoice Analysis Scenario

In an application created for a restaurant chain, the user analyzes customer invoices with Pivot Table.

  • Invoices are grouped by gender (Male/Female), day of the week, meal, and party size.
  • Tip amounts are calculated as total, average, or percentage.
  • This allows the user to easily see which days and which groups received more tips.

Connecting the Data Source

  • Go to the Datasources module.
  • Click the + icon next to the Tables heading and name the table RestaurantBills.
  • Create the following table.
  • Then click SQL Actions and name the action RestaurantBills. You can also create it with C#.
  • Enter the following SQL command.
SELECT ‘Female’ AS PayerGender, ‘Thursday’ AS DayOfWeek, ‘Lunch’ AS Meal, 2 AS PartySize, 45.00 AS TotalBill, 8.00 AS Tip, ‘NoAS PayerSmokerUNION ALLSELECT ‘Male’, ‘Friday’, ‘Dinner’, 3, 120.00, 20.00, ‘Yes’UNION ALLSELECT ‘Female’, ‘Sunday’, ‘Dinner’, 4, 200.00, 35.00, ‘NoUNION ALLSELECT ‘Male’, ‘Saturday’, ‘Lunch’, 2, 80.00, 12.00, ‘No’;

UI Design Module operations

  • Click the Add Action button on the right side of the application screen.
  • Then select Custom > RestaurantBills.

Using Properties in the Scenario Context

  • Datasource
    • Description: The source of the data to be displayed in the Pivot Table.
    • Usage: RestaurantBills.

Using Actions in the Scenario Context

  • Export Table Config
    • Description: Exports the user's table configuration.
    • Usage: Can be saved as JSON and reloaded.
  • Import Table Configs
    • Description: Imports a previously saved configuration.
    • Usage: The user can reload their personal templates.

When the Scenario Step is Complete

  • Gender and day appear in the table rows, and meal and number of people appear in the columns.
  • The total type values are displayed in the cells.
  • The user analyzes the data using either the table or the graph view.
  • It is easy to see on which days more types were recorded.

Limitations

  • Pivot Table only works in web applications.
  • The initial loading time may be long for very large data sets.
  • Complex pivot structures may be difficult to read on mobile screens.

Tips and Best Practices

  • Always use meaningful dimension–measure pairings (e.g., Day → Row, Total Amount → Value).
  • Save templates and offer users the option to reload them.
  • Activate the chart view to visually support table data.
  • Perform pre-filtering in the data source for better performance.
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