Configure Settings for a Specific Pivot Table

This applies to: Visual Data Discovery

You can configure the settings for a specific pivot table while you are editing it.

You can configure the settings for a specific pivot table while you are viewing it.

To change the settings for a specific pivot table:

  1. Edit the pivot table you want to modify. See Edit Visuals.

  2. If you are editing the visual in a dashboard, select Settings from the visual drop-down menu. The sidebar menu for the visual appears.

    If you are editing the visual from the Visual Gallery, the sidebar appears to the right of the visual.

  3. Select on the sidebar menu. The Pivot Table Settings sidebar for the visual appears.

    Use this area to define row groups, column groups, metrics, totals, and display settings

  4. Alter the settings as needed. See the following sections:

  5. Adjust the Display Settings to expand or limit your pivot table visual as needed.

    • Leave all options disabled to include all data in your pivot table.
    • Enable and adjust any of these options to limit the data included in your pivot table.
    • Options include: Define Rows to Display, Cell Limit, and Column Limit.

  6. Optionally, edit the number or date and time format for this visual. See Configure Number Formatting for Visuals and Configure Date and Time Formatting for Visuals.

  7. Select to save the dashboard and the visual with its updated settings.