Creating DeepSee Dashboards
Adding Pivot Table Widgets
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This chapter describes how to add pivot table widgets to a dashboard. These widgets can display any kind of data source, not just pivot tables. This chapter discusses the following topics:

For information on creating pivot tables, see Using the DeepSee Analyzer.
Note:
Chart widgets are a kind of pivot table widget. For specific information on charts, see the next chapter.
Adding a Pivot Table Widget
To add a pivot table widget:
  1. Click Table.
  2. For Data source, do one of the following:
    You can use any type of data source, not just pivot tables.
    Note:
    If you do use a pivot table as the data source, note that pivot tables are created in the Analyzer, discussed in Using the DeepSee Analyzer. The Analyzer provides options for changing the state of the pivot table: filtering, drilling down, displaying listings, and displaying in chart format. When you save a pivot table, DeepSee saves the state as part of the pivot table definition. The next time the pivot table is accessed (either in the Analyzer or in a widget on a dashboard), DeepSee displays the pivot table in the state in which it was saved.
  3. Optionally specify the basic settings, as described in Adding a Widget to a Dashboard,” earlier in this book.
  4. Click OK.
  5. Optionally configure the widget further as described in the rest of this chapter.
  6. Optionally add controls, as described in the chapter Adding Widget Controls.”
Specifying Widget Settings for a Pivot Table Widget
To customize the available options in a widget, access the Dashboard Editor, select the widget as described in Reconfiguring a Widget,” and then click Widget Settings. This menu primarily provides options for the user.
For a pivot table widget (including any chart widget), the Widget Settings menu has the following options:
Note:
Most of these options add a button to the toolbar. If you enable any of those options, be sure the toolbar is visible (its display is controlled via the Toolbar option in Settings). See Reconfiguring a Widget,” earlier in this book.
Customizing the Columns (When Displaying a KPI or Worksheet)
By default, when a pivot table widget displays a KPI or worksheet, it displays all the columns defined in that data source. You can customize the columns. For information, see Adding Widget Properties,” earlier in this book.
Displaying a Listing in a Pivot Table Widget
To display a listing directly in a pivot table widget:
  1. Do the following in the Analyzer:
    1. Create a pivot table with one cell. Filter this pivot table as needed for the listing.
    2. Select the cell and click the listing button to display the listing.
    3. Save the pivot table.
  2. In the desired dashboard, add a pivot table widget that use this pivot table as its data source.
  3. Optionally add filter controls; these restrict the set of records that are shown.
Customizing the Appearance of a Pivot Table
DeepSee provides a rich set of options that you can use to customize the appearance of a pivot table widget. To access these options, access the Dashboard Editor, select the widget as described in Reconfiguring a Widget and click Table Settings. This menu has two submenus:
Note:
The easiest way to systematically alter the appearance of dashboards is to define and use themes, which are discussed in Defining and Using Themes. Themes use the options described in the following subsections.
Size and Appearance Options
To control the size of the data cells and the form of the pivot table, access the Dashboard Editor, select the widget as described in Reconfiguring a Widget,” click Table Settings, and click Size & Appearance. This menu has the following options:
Color and Style Options
To control the colors, typeface, and other such aspects of the pivot table, access the Dashboard Editor, select the widget as described in Reconfiguring a Widget,” click Table Settings, and click Colors & Style. This menu has the following options:
Removing a Pivot Table Redefinition
Via the Mini Analyzer, a user can redefine a pivot table as used in a given dashboard widget. See Using the DeepSee Analyzer.
To remove any redefinition performed this way:
  1. Access the Dashboard Editor and select the widget as described in Reconfiguring a Widget.”
  2. If the Reset Data Source option is grayed out, this widget uses the pivot table as it was originally defined in the Analyzer.
  3. Click OK.
Or click the Mini Analyzer button , click Reset, and then click OK.