How to Pivot your Data

Last Updated: Friday, December 9, 2011 by Eleanor Alner

Most KPI data is held in tables where there is one row per month/week etc. Sometimes however you may have more than one row per month/week etc. eg where you record data by office or product or both! Because of the multiple rows for each date, you can’t build a chart with a ‘Time’ Axis. You can chart your data using a pie chart but this makes it hard to spot trends over time. Using a Target Dashboard ‘Data View’ is easy and solves this problem.

1. Go to ‘My Data’ and click on the table that you want to use.  Click on the ‘Table Designer’ and then on the ‘Table Settings’ tab as shown below.  Check the box to ‘Enable Alternate Data Views’.  Please note that if your table does not have a category column in it, you will not be able to do this.

 how to enable alternate data views in table designer interface

2. In the folder view on the left hand side the ‘Data Views’ option will now appear.  Click on the ‘+’ and then on ‘Add new’.  The ‘Edit Data View’ screen will be shown.  Use the drop down boxes on the right hand side to select the category column and the value column (a numeric column).  If you want to filter this data even more, click on the ‘Enable Filter’ box on the right hand side and then use the drop down boxes to further select the filter criteria. .

  how to enable data filters in user interface

In the example above you can create 2 Target Dashboard Data Views, ‘Product by Sales’ and ‘Product by Expenses’.  When you’ve selected everything that you want, click on the ‘Save’ button.

3. Now click on the ‘Chart Designer’ and on ‘Create new chart’.  Click on the ‘Time Based Chart’ radio button as shown below and then select your ‘Data View’ from the drop down box.

 how to select time based chart in user interface

 4. When you’ve finished styling your chart using the ‘Options’ and ‘Dashboards’ tabs, click on the ‘Finished’ button.