Pivot OrderLevelPivot

Advanced Analytics: Pivot Order Level Data

INTRODUCTION TO PIVOT ORDER LEVEL DATA REPORT

Pivot Order Level Data report is report that allows you to create your own reports in Analytics app. This report is based on order level data, and in pivot table you will be able to select columns that can be found on orders created in selected time period.

When you first open this report, it will look like this:

pivotFirstTimeOpen

 

To show any data in this pivot table, you need to click on one of the ‘Time buttons’ or select date periods and press Refresh button.

 

TABS

Pivot Order Level Data report can have up to 10 tabs, and each tab will have its own pivot table. This way you can create up to 10 custom reports.

To add new tab, press on the ‘+Add new tab’ button:

pivot_addNewButtonPosition

 

Once you pressed ‘+Add new tab’ button, you can enter tab’s name and press ‘Enter’ button:

pivot_addNewButtonPositionEnter

 

If you at any time wish to change tab’s name, you can do it easily by pressing on the ‘pencil’ icon next to the tab’s name:

pivot_renameButton

 

To remove tab, hover above tab you wish to remove, and the ‘X’ button will appear:

pivot_removeButtonIcon

 

When you click on the ‘X’ button, a confimation window will apear. Press ‘Confirm’ to remove tab completely.

pivot_removeConfirmation

 

CHOOSING COLUMNS FOR PIVOT TABLE

To be able to choose columns, you need to click on one of the ‘Time buttons’ or select date periods and press Refresh button. When you have the data, you should click on the Column Chooser icon:

 

When Column Chooser is opened, you will find the list of all available fields in ‘All Fields’ area:

pivot_columnChooserAllFields

 

From there you can easily drag&drop fields into the pivot table. You can drop fields as pivot columns, rows, data fields or filter fields. For example, I will drag Hour field to Columns:

pivot_columnChooserHourExample

 

Almost instantly, you will see changes in Pivot table:

pivot_columnChooserHourExampleChanges

 

If you don’t want to see names of columns, rows, filter or data fields, you can unselect them in Field Panela area. This is how the same table as above looks like after removing names:

pivot_fieldpanel

 

If you don’t know what each field in Column Chooser represent, you can click at the ‘Columns HELP?’ button:

pivot_columnHelp


pivot_columnHelpExplained

 

INTEGRATION WITH CHART

All pivot data can be visualized. You can enable chart integration by clicking on the ‘Show chart’ checkbox:

pivot_showChartButton

 

This is how my example chart looks like when I integrate it with my pivot table from above:

pivot_showChartIntegration

 

SAVING PIVOT TABLES

At the top right corner of the Pivot Order Level Data report you can find ‘Save tables’ button. This way you can preserve all 10 of your tables/reports for future usage.

pivot_saveButton

 

 

We hope you like our new report and all the possibilities that can be achieved by using it.

Feel free to contact us for any question or concerns at clover@qualia.hr.

 

Yours,

Analytics App Team

 

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