Creating a Pivot Table

Creating a Pivot Table

To create a pivot table:

1. Click New.

2. In the Model Contents pane, select either Dimensions or Quality Measures.

3. Drag and drop items from the Model Contents pane to the Pivot Builder area, as described in the rest of this page.

   For example:

   1. Expand DiagD in the Model Contents pane.

   2. Drag and drop Diagnoses to Rows.

      Or double-click Diagnoses.

      Or click Diagnoses and then click the plus sign in the header of the Rows box.

   3. Drag and drop Patient Count to Measures.

      Or double-click this measure.

      Or click Patient Count and then click the plus sign in the header of the Measures box.

   4. Drag and drop Avg Allergy Count to Measures.

   5. Expand AgeD in the Model Contents pane.

   6. Drag and drop All Patients to Rows, below Diagnoses.

4. Repeat steps 2 and 3 as necessary.

   Each time you make a change, the Analyzer reruns the pivot table and shows the results in the Pivot Preview area. For the preceding steps, the final result might be as follows (depending on the values in your data):

   

5. Click Save.

   The system displays a dialog box where you specify the pivot table name.

6. For Pivot Name, specify the name of the pivot table.

   Also see Preparing for Folder Item Localization.

   Note that this complete string is used (along with Folder) as the logical name of the pivot table; the system displays this logical name when you use the Save As option, for example.

7. Optionally specify other values as follows:

   • Folder — Type a folder name or select an existing folder.

     Also see Preparing for Folder Item Localization.

     Note that if you specify a folder name that starts with a single dollar sign, the pivot table definition is accessible only in Studio.

   • Public — Specifies whether this pivot table is displayed in the User Portal main area.

     Important:

     This option does not control access to the pivot table. Access is controlled instead by the Pivot Owner and Access Resource options, discussed later in this list.

     Note that even if the pivot table is not marked as public, you can access it in the Analyzer via Open. Also, you can find it in the User Portal by using the Find option. See Introduction to the User Portal.

   • Locked — Select this check box to temporarily prevent changes to this pivot table. If you select this option, you must clear the Locked check box before any changes can be made to it.

   • Pivot Owner — Optionally specifies the InterSystems IRIS® data platform user who owns this pivot table. If a pivot table has an owner, then only the owner can specify the Access Resource value for the pivot table; see the next item.

   • Access Resource — Optionally specifies the resource that is used to control access to this pivot table. If you specify this, also specify Pivot Owner.

     See Visibility of Folders and Folder Items.

   • Description — Type a description for this pivot table.

   • Keywords — Type keywords to categorize this pivot table, one keyword (or phrase) per line.

     These keywords are displayed in the User Portal in List View.

   • Category — Specify the category to which this item belongs.

     Categories control how the items are grouped in the User Portal in Covers View.

8. Click OK.