Pivot Grid

A new home for the Coupa Supply Chain documentation

Starting with Supply Chain 42, our documentation will be located on Coupa Compass. The help here will continue to be accessible for the foreseeable future, but will no longer be updated. If you need a Compass user account, contact your company’s Designated Support Contact (DSC).

You can access new and updated Supply Chain documentation in the following location on Compass:

https://compass.coupa.com/en-us/products/supply-chain-design-and-planning

Pivot Grid

Use the pivot grid widget to display data as a pivot table. You can then use the Pivot Chart widget to display the data in a chart.

Pivot Grid widget properties

Use this property	To do this
General tab
Name	Type an internal name for the widget.
Connection Name	Specify a connection to a data source.
Scope Type	Make the connection public or specify a named session.
Title	Type a title for the Pivot Grid widget box. If necessary, adjust the appearance of the title.
Title Bar Visibility	Specify the visibility of the widget title bar. Choose one of the following: Above Overlay Hidden (outside Designer only)
Context Sensitivity	Specify the context sensitivity. Choose from the following: None Receives Context Provides Context Custom To specify context sensitivity options, click to access the context sensitivity properties.
Tile tab
Background Color	Specify the background color of the widget.
Text Color	Specify the color of text in the widget.
Show Shadow	Display a shadow on the widget.
Show Title Row Border	Display borders around the title row of the widget.
Font Size	Specify the size of the widget title.
Font Preview	Shows you how your font selections will affect the widget title.
Bold	Display the widget title text in bold.
Italic	Display the widget title text in italics.
Style tab
Columns and Rows section
Font Size	Specify the size of the column and row header text.
Font Preview	Shows you how your font selections will affect the header text.
Bold	Display the header text in bold.
Italic	Display the header text in italics.
Data section
Font Size	Specify the size of the grid text.
Font Preview	Shows you how your font selections will affect the grid text.
Bold	Display the grid text in bold.
Italic	Display the grid text in italics.
Cells tab
Row Labels	Add row labels. Click Add Statement. Click . Construct the query as necessary. See Statement Editor Functions for a list of available functions.
Column Labels	Add column labels. Click Add Statement. Click . Construct the query as necessary. See Statement Editor Functions for a list of available functions.
Aggregate Values	Add aggregate values. Click Add Statement. Click . Construct the query as necessary. See Statement Editor Functions for a list of available functions.
Options > Totals tab
Row totals	Select the check box to display row totals.
Row grand totals	Select the check box to display grand totals.
Row totals and grand totals on the top	Select the check box to display row totals and grand totals at the top of the grid.
Column totals	Select the check box to display column totals.
Column grand totals	Select the check box to display column grand totals.
Column totals and grand totals on the left	Select the check box to display column totals and grand totals on the left of the grid.
Options > Other tab
Tree Layout of Row Headers	Select the check box to display row headers in a tree layout.
K/M/B Summarization (Default)	Select to display large numbers in summarized notation.
Aggregate only distinct data rows	Select the check box to limit the aggregation of data to distinct data rows only.
Advanced tab
Conditions	Specify any conditions that must be met to return a value. Click Add Statement. A blank statement is displayed. Construct the query as necessary. See Statement Editor Functions for a list of available functions.
Sort By	Filter the data to further narrow the scope of the query. Click Add Statement. A blank statement is displayed. Construct the query as necessary. See Statement Editor Functions for a list of available functions. Click Sort Ascending or Descending to adjust the order of displayed records.
Button Visibility tab
Refresh	Show or hide the Refresh button on the widget toolbar.
Save Changes	Show or hide the Refresh button on the widget toolbar.
Revert Changes	Show or hide the Refresh button on the widget toolbar.
Events tab
Add Event Handler	Add events to the widget. For When/On, specify when you want the event to occur. For Then, specify the action that you want to occur.

Last modified: Friday May 12, 2023

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