Create and Manage Pivot Table Templates

You can follow the steps below so that you can create and save your own Pivot Table templates and get reports by uploading these templates when you need them:

1. Export Pivot Table Config

  • Use the ADD ACTION button to export the current configuration of the pivot table.
  • Click on the pivot table element and add the Export Table Config action from the ADD ACTION button.
  • The Export Table Config action exports the data and column configurations in the Pivot Table in JSON format.
  • The resulting JSON data can be saved to a database or a suitable storage (for example, Local Storage).

2. Importing Pivot Table Config

  • To load a previously exported Config into the Pivot Table, get the corresponding JSON file.
  • Import this configuration using the Import Table Configs action on the pivot table.

3. Multiple User and Template Management

  • To store different Pivot Table configurations for multiple users, user-specific keys and configurations can be saved in the database or Local Storage.
  • In this way, you can easily access and import templates that you define yourself.