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Pivot Report

In this article we will explore the Pivot Report, we will understand how and for what to use it.

Similar to Excel, these reports organize information in a matrix format. Thanks to the resemblance to Microsoft Excel, the learning curve is very short, users being already accustomed to the interface and the logic behind it.

In addition to excel, pivot reports relieve the users of the difficult task of aggregating the data sources, these being already predefined

Below we describe each area of ​​the interface:

Area 1 - Filter Fields (highlighted in green)
  • It is the area of ​​fields used for filtering. The results shown in the report are pre-filtered based on them.

  • The filtering itself can be done in any section by clicking on the funnel symbol next to each field.

  • Its usefulness comes when you want the filtering to be performed on certain fields that will not appear in the report anywhere so as not to visually overload it.

Area 2 - Data Fields (highlighted in red)
  • This is the area where the numbers for the items in the table are displayed.

Area 3 - Row Fields (highlighted in purple)
  • It is the area for placing left-sided table headers

  • All values ​​are grouped according to the order in which they are placed.

  • In the example presented we observe the order: Event type, Event name, Supplier and Currency. The information is grouped based on this order.

Area 4 - Column Fields (highlighted in yellow)
  • It is the area for placing the table headers for columns.

  • All values ​​are grouped according to the order in which they are placed.

  • In the example presented we observe the order: Year and Quarter. The information is grouped on the basis of this order.

Area 5 - Field Picker Buton (highlighted in black)
  • Placed in the upper-right corner

  • Opens a window where you can select or deselect fields and place them in one of the 4 areas mentioned above.

  • The fields can be selected either by ticking / clearing the box to their right or by dragging them to the appropriate area

Also, all fields, regardless of the area they are in, can be used for ascending (upward arrow) or descending (downward arrow) sorting by clicking on the icon next to each field.

Field Picker Window

Like the interface described above, it also contains 5 regions: the filtering one, the one for values, the one for rows, the one for columns and a region that contains all the fields available for selection and their status expressed by a checkbox (selected / unselected). The last region described is marked with 5 in the image below. The other regions are marked with the number and color of the area directly in correspondence with the first image presented.

Region 5 - All available fields

Below you will find a complete list of them together with a brief description to better understand their purpose.

Now that we understand what each element means and the information contained in each available field, we can begin to use this report to obtain useful information. Below are some examples of reports for real business scenarios;

Report with the winning suppliers split by years and quarters, grouped by event, item, currency and auction price - we display the winning suppliers with whom we collaborate along with other helpful information to better understand the market

Report with the number of events performed each year and each quarter - we measure the degree of adoption and overall use of the application in the company

Report with the evolution of the winning suppliers' product prices by years and months - to determine the price variation in the market by time interval, thus being able to estimate a trend

Are you stuck in anyway? Don't worry, we're here for you. Drop us a mail at support@prokuria.com and we'll get back to you.