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Welcome back to the Getting Started with Oracle Endeca Information Discovery v3.0 series.
This screencast will show you how to add and configure a pivot table using views.
We are going to recreate the pivot table component that is included in the Getting Started application.
The main purpose of this pivot table is to display total sales for each country broken down by fiscal year and quarter.
Additionally, there are Totals calculated for each row and column.
We'll first create a new page called Sales Overview. And select the layout.
Let's add Guided Navigation, Breadcrumbs, and the Search Box to the left side of the page, as we've done before.
Then add the pivot table component to the right side of the page.
Next we need to configure this component. The configuration is organized in three major steps: Data, Configuration, and Display.
In Data Selection, choose the view that your component will be based. If you recall, every application has a Base View that is created
automatically and contains all of the attributes.
If you have other views available, you can click the information icon to see the list of attributes available in the view.
For our Pivot Table, we are going to use the Base View.
Next is Configuration, that includes Table Layout, Action Menu, and Conditional Formatting.
In Table Layout, the available metrics and dimensions are displayed.
To recreate the pivot table from the Getting Started application, we want to show Fiscal Years and Quarter as rows down the left and the
countries as columns across the top. So let's drag and drop these attributes to their appropriate categories.
And, the metric we want to display is the sales amount.
Click 'Show Preview' to see how the pivot table is looking so far.
The layout looks accurate, so let's keep going. Notice that the 'Enable Pivot Table configuration by users' is checked by default.
This allows end users to modify this table for their needs as they dig deeper into the data.
Let's add the attributes that they can use for additional configuration.
Next is the Actions menu, giving us control over the options displayed to end users. The default values are fine.
In Conditional Formatting, we could create conditions that would highlight values that fall within specific ranges.
So, for instance, we could set it up so values that were particularly high or low are highlighted so they would be more noticeable by viewers.
And the Display Options page allows you to control the size of the pivot table.
It also allows you to hide empty rows and columns, as well as include summary rows by default.
Let's Preview the table again.
Everything looks good, so let's save this and go back to view the results.
Here is our pivot table. Notice the 'Configure' button available to end users.
And here are the attributes used in the current configuration, as well as those we added for use by end users.
End users can configure the pivot table in the same way we did -- by dragging and dropping metrics and dimensions into the table.
In this screencast, you learned how to add and configure a pivot table. In the next screencast, you will learn how to add and configure a chart.