Pivoting Data

How to:

Some data files may contain repeating columns, such as sales figures for a series of years. There may even be repeating column groups, such as both budget and actual figures for a series of years. When uploading data, you can use the pivot option to transform these columns or groups of columns into rows, as shown in the following image.

Note: The pivot option is also available when creating or editing metadata.

Procedure: How to Pivot Columns Into Rows

  1. Right-click a field name in the Business View panel, point to Pivot, and then click Multiple columns to rows.

    The Pivot Columns to Rows dialog box opens.

  2. In the Pivot Type drop-down menu, select Repeating column. This is the default setting.
  3. In the First column drop-down menu, select the first column in the range of repeating columns.
  4. In the Last column drop-down menu, select the last column in the range of repeating columns.
  5. In the Column Title for Pivoted Value, type the new column title that reflects the numeric cell that you are describing.
  6. In the Column Title for Pivoted Key field, type the new column title that represents the repeating columns that you are pivoting into rows.
  7. Leave the Formula for Pivoted Key field value unedited. This value is automatically generated and should not be changed.

    An example of the completed configuration for pivoting columns is shown in the following image.

  8. Click OK.

    The repeating columns now display as rows.

    Note: To revert your pivoting changes, right-click the synonym on the Join Editor canvas, and click Remove Pivot.

Procedure: How to Pivot Column Groups into Rows

  1. Right-click a field name in the Business View panel, point to Pivot, and then click Multiple columns to rows.

    The Pivot Columns to Rows dialog box opens.

  2. In the Pivot Type drop-down menu, select Repeating group of columns.
  3. In the Number of groups field, specify the number of groups of columns that you are pivoting.
  4. In the first column in group drop-down menu, select the first column in the range of repeating column groups.
  5. In the last column in group drop-down menu, select the last column in the range of repeating column groups.
  6. In the Column Title for Pivoted Value, type the new column title that will be used for all the columns across the repeating groups.
  7. In the Column Title for Pivoted Key field, type the new column title that represents the repeating columns that you are pivoting into rows.
  8. Edit the automatically generated formula in the Formula for Pivoted Key field by clicking the ellipsis button.

    The Edit Formula dialog box opens, as shown in the following image.

    Make sure there are no repetitive alphanumeric values in the Pivoted Column field. In the example above, delete _plan in each field to show only the year.

  9. Click Apply.

    An example of the completed configuration for pivoting groups of columns is shown in the following image.

  10. Click OK.

    The repeating groups of columns now display as rows.

    Note: To revert your pivoting changes, right-click the synonym on the Join Editor canvas, and click Remove Pivot.

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