Pivot Table

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Here are the pivot table setting preferences and example for your reference. Service Manager supports five pivot display types: Table, Table BarChart, HeatMap, Row HeatMap, and Col HeatMap. You can click the row, the column, or the candidate field to filter the data in the pivot.

Tab	Fields	Description
Pivot Table Properties	Aggregator	Shows the data aggregation method. The pivot table supports five aggregation types: sum, count, average, max, and min. Note When you select the count aggregation type, the aggregation value field is invisible. When you select the sum, average, max, or min aggregation types, you can select the aggregation value from the drop-down list.
Row Fields	Click to select the row field and the calculator type from the drop-down list. The report displays the row field as an active button. You can drag and drop the button directly to the pivot table to redesign the report.
Column Fields	Click to select the column field and the calculator type from the drop-down list. The report displays the column field as an active button. You can drag and drop the button directly to the pivot table to redesign the report.
Candidate Fields	Click to select the candidate field and the calculator type from the drop-down list. The report displays the candidate field as an inactive button. You can drag and drop the button directly to the pivot table to redesign the report. Once this field is added to the pivot table, the button becomes active.
Query	Shows the query content for the current report. You can click the Query Builder to define the query to display desired information. You can also write a new query directly. For more information about how to edit a query, see Build the query strings and other related topics.
Advanced settings	Show Records	Specifies the permitted maximum number of records displayed in a report.
Decimal Places	Specifies the number of decimal places at which the report calculates the record percentage. Service Manager provides up to five decimal places.
Drill Down Process	Specifies whether clicking a record in the report will drill down to the record stored in the ToDo table or to the record details page. When this option is left empty (default): drill down to the record stored in the ToDo table When this option is set to To-Do Drill Down: drill down to the record details page.

Tab

Fields

Description

Pivot Table Properties

Aggregator

Shows the data aggregation method. The pivot table supports five aggregation types: sum, count, average, max, and min.

Note When you select the count aggregation type, the aggregation value field is invisible. When you select the sum, average, max, or min aggregation types, you can select the aggregation value from the drop-down list.

Row Fields

Click to select the row field and the calculator type from the drop-down list. The report displays the row field as an active button. You can drag and drop the button directly to the pivot table to redesign the report.

Column Fields

Click to select the column field and the calculator type from the drop-down list. The report displays the column field as an active button. You can drag and drop the button directly to the pivot table to redesign the report.

Candidate Fields

Click to select the candidate field and the calculator type from the drop-down list. The report displays the candidate field as an inactive button. You can drag and drop the button directly to the pivot table to redesign the report. Once this field is added to the pivot table, the button becomes active.

Query

Shows the query content for the current report. You can click the Query Builder to define the query to display desired information. You can also write a new query directly. For more information about how to edit a query, see Build the query strings and other related topics.

Advanced settings

Show Records

Specifies the permitted maximum number of records displayed in a report.

Decimal Places

Specifies the number of decimal places at which the report calculates the record percentage. Service Manager provides up to five decimal places.

Drill Down Process

Specifies whether clicking a record in the report will drill down to the record stored in the ToDo table or to the record details page.

When this option is left empty (default): drill down to the record stored in the ToDo table
When this option is set to To-Do Drill Down: drill down to the record details page.

Note You can only save the pivot definition change of the row, the column, and the candidate.

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