Skip to main content

Recreatex documentation

Quick Tutorial

In principle, the procedure of using pivots is as follows:

Configure Data Source

Configuring data source defines which data you are retrieving from the database to show on your pivot table.

For description on configuring data source, see Configure data source.

Configure Pivot Tables

Go to Reporting > Pivot tables > Configure to create a dashboard (F2).

On the tab General, you can configure a code, a description and the data source to be used.

Click Save.

rptng_clip0023.png

Anmerkung

On the tab Rights, you can configure rights to view and/or edit the pivot table for each user group (No access rptng_clip0012.png, read-only rptng_clip0011.png, full control rptng_clip0006.png).

rptng_clip0024.png
Design and View Pivot Table
  • Set up a pivot table

Place the desired available fields in the correct area of the pivot table by selecting the desired field and dragging it towards the desired area (drag and drop).

rptng_clip0061.png

See more, Set up a pivot table.

  • Set up a filter

After placing the desired fields in the pivot table, click on the filter icon on a field to set up the filter.

rptng_clip0077.png

Another way to apply filter is to use the pre-filter from the Filter window, which filters the data before visualising it on the pivot table. This increases the performance.

rptng_clip0066.png

For more information see, Set up a filter

Click Save in the menu bar to save the configured pivot table.

  • View pivot table

After setting up the pivot table, disable the design mode from the pivot table menu bar the moment you want to visualise the actual data.

rptng_clip0078.png

Warnung

It is possible that the data visualised at the time of designing a pivot table is different from what is displayed after disabling the design mode.

It is because when the design more is enabled, only the first 100 records are loaded. This increases performance when configuring the pivot table.

  • Export a pivot table

It is possible to export the current pivot table to one of the supported formats (PDF, CSV, XLS, …)

rptng_clip0040.png