Creating a Pivot Table View in the Desktop Client

The following steps describe how to create a pivot table:

1. Open a new view, enter a Name, and select Pivot Table from the View Type drop-down list.
   • Notice that the tab layout is updated automatically: a new Pivot Table tab appears in the dialog and the Format, Hierarchy, and Paging tabs are removed.
   • Note that not all of the tabs shown below may be available on your system, depending on how your administrator configured the Pivot Table view type's properties.
   • If you want to use an existing template as the starting point for your view, click the Load Template... button. See Loading a View Template for details.
   • Note that the Show Default Preview Pane is only applicable to list views.
     
     
2. Click the Pivot Table tab.
3. Add linked entities to the table, as necessary on the Links sub tab. See Adding Links to a Pivot Table View in the Desktop Client for details.
4. By default, when you click a cell in the pivot table, Aptify will open the corresponding record in the current service. However, to specify that a different related record to be opened, enter that related entity and its aliased ID field on the Detail Navigation sub tab.
   • For example, if you have created a pivot table view in the Persons service and have added Orders as a linked entity, by default, the system opens the appropriate Persons record when you double click in a cell. However, you might want the system to open the corresponding Orders record instead. You can specify this preference on the Detail Navigation sub tab.
   • See Specifying Detail Navigation Settings for a Pivot Table for details.
      
5. Click the Filters tab to specify filter criteria for the view. See Defining View Filters for instructions on creating filter statements.
6. Click the Fields tab to specify the set of fields that you can add to the pivot table. See Specifying the Fields in a View for information on how to use the View Properties dialog's Filters tab.
   • Note that the ability to change a field's display name in a view (described in Changing the Display Name of a Field) is not applicable to pivot tables.
      
7. Click the Auto Refresh tab to configure how often the view should automatically refresh. See Enabling a View to Automatically Refresh for details.

8. If you want to modify the SQL statement that defines the information available in the pivot table, click the Advanced (SQL) tab and edit the SQL statement as needed. See Editing the SQL for Views for details.

   In Aptify, the Pivot Table view type does not support view scheduling. Therefore, the Scheduling tab does not appear in the View Properties dialog for pivot table views.

   
   
   

9. Click OK to load the view.