pivot | Community Creatio

Pivot table. Month comparing to previous year % totals

Vladimir Sokolov

12:41 Jun 05, 2024

Hello,

We calculate Total of sales for each month per customer. And we want to compare it to the Total of sales for the same month previous year.

Now we do this calculation in VIEW and display numers in pivot table.

But how can we display % of changes between current and previous year for totals?

This is how Excel does this. Can Creatio do that somehow as well?

Like

2 comments

18:48 Jun 11, 2024

Hi, Vladimir,

Sorry, but we don't know if it can even be achieved using additional front-end development. The only solution we can think...MoreLess

Reply

Show all comments (1)

Collapse pivot table groups by default

Vladimir Sokolov

11:30 Jun 05, 2024

Hello,

is it possible to collapse pivot table groups in analytics when user open it?

First user wants to see totals, and only then go to details if necessary

Like

3 comments

20:06 Jun 07, 2024

Hello!

In the basic configuration, there is no option to display all rows as collapsed by default in the pivot table functionality. ...MoreLess

Reply

Vladimir Sokolov

09:17 Jun 10, 2024

Alona Dolya,

Thank you for the reply. Could you please give a hint, what should be changed using development tools? Where is style of pivot table defined?

Reply

15:15 Dec 31, 2024

Vladimir Sokolov,

I apologize for the misinformation. You will not be able to implement this through development because the pivot table is...MoreLess

Reply

Show all comments (2)

How to add widget with pivot table to the page?

Vladimir Sokolov

17:06 Jan 20, 2023

Hello!

We need to add Pivot to the Account page.

As there is no widget with pivot available in page wizard, is there another option to do that?

Like

4 comments

18:58 Jan 20, 2023

I do wish we could add dashboard list elements on pages. It would make things easy to display unrelated data on a page and things like pivo...MoreLess

Reply

Vladimir Sokolov

20:04 Jan 20, 2023

Ryan Farley,

We have added widget with list to the page, but it is still displayed like flat list, not pivot...

That's why I would like...MoreLess

Reply

LÉZORAY Nicolas

18:17 Aug 10, 2023

Hello Vladimir,

Did you find a solution ?

Reply

Jacek Harlejczyk

14:30 Nov 09, 2023

Vladimir Sokolov,

Could you please add the steps for adding the list element to a page?

Thanks!

Jacek

Reply

Show all comments (3)

Pivot table on Portal main page

Vladimir Sokolov

17:48 Dec 21, 2022

Hello!

I setup Pivot table on Portal main page. And in setup it is displayed like Pivot. But when I login as portal user, I see this data like simple list. Is it possible to display Pivot on Portal?

Thank you!

Vladimir

Like

1 comments

16:46 Dec 27, 2022

Hello Vladimir!

Thank you for bringing this question to us. By default portal users can't see Pivot tables for several reasons. First of all...MoreLess

Reply

Show all comments

Sales_Creatio_enterprise_edition

How can we make a computed field that computes the ratio of two columns in a pivot table?

12:12 Sep 09, 2021

As in the embedded screenshot, the Achieved Rate column (using the "Average" method to calculate totals) does not reflect the correct value of Opportunity amount column / Budget column. In this case, the row of month 8 contains 2 records of opportunities, but its Achieved Rate column value 0.83 is not 249,600/306,798; instead, 0.83 is the average of the 2 ratios of Opportunity amount/Budget of those 2 opportunities.

How can I do to display the value of 249,600/306,798 ?

Like

7 comments

09:50 Sep 15, 2021

Hello Andrew,

Hope you're doing well.

Could you please provide us with the setup of the "Month" column and "Achieved Rate" column as well...MoreLess

Reply

10:50 Sep 15, 2021

Reply

17:52 Sep 15, 2021

Hello Andrew,

Thank you for your reply.

At first, you can try to change the type of calculation from the "Average" to others for the 'Achieved...MoreLess

Reply

05:56 Sep 16, 2021

Roman Rak,

Hi Roman,

Thank you for your reply. But it didn't answer my question.

As the screenshot below, you can see there is obviously...MoreLess

Reply

12:31 Sep 16, 2021

Hello Andrew,

Could you please specify where is located the needed pivot table ('Quarter Achievement)?

Thank you in advance.

Reply

13:09 Sep 16, 2021

Roman Rak,

Thanks in advance. The location is as follows:

https://046240-sales-enterprise.creatio.com/0/Nui/ViewModule.aspx#SectionModuleV2/OpportunitySectionV2

Reply

Cesar Jaramillo

22:25 Jun 22, 2023

Hello. I'm facing a similar issue. Did you manage to solve it?

Reply

Show all comments (6)

Marketing_Creatio

inhibit all drilldowns when first opening a dashboard pivot table

15:44 Oct 28, 2020

Is there a way to force all drilldown rows to be shown as rolled up (collapsed) when first opening a dashboard pivot table ?

Like

5 comments

18:31 Oct 28, 2020

Hi Ricardo,

Do you mean that you what to display all the records in the list without having to scroll down or right?

Can you please show any...MoreLess

Reply

21:00 Oct 28, 2020

Dean Parrett,

When opening the dashboard, the user would like to see

instead of

... then he would drill down or not, as needed.

(the user...MoreLess

Reply

Anastasiia Markina

16:48 Oct 30, 2020

Hi Ricardo Bigio,

The pivot tables are created as Angular components that cannot be changed through the base functionality in the configuration...MoreLess

Reply

23:16 Nov 02, 2021

Anastasiia Markina,

Was this feature ever implemented or are we still unable to default the pivot tables to display a certain way?

Reply

Danyil Onoprienko

17:36 Nov 03, 2021

George Smith,

Thank you for your question!

We have just checked this information with our PO and as of now - no changes were made to this...MoreLess

Reply

Show all comments (4)

Subscribe to pivot