Pivot Grid

Tony Coffman -

The Pivot Grid control represents dynamic data (obtained from an underlying data source) in a cross-tabulated form to create cross-tab reports, similar to Pivot Tables in Microsoft Excel®. Column headers display unique values from one data field, and row headers - from another field. Each cell displays a summary for the corresponding row and column values. By specifying different data fields, you can see different totals. This allows you to get a compact layout for a complex data analysis.


The Pivot Grid has a designer which allows you to easily adjust its layout. It can be invoked using the control's Smart Tag.

 

Pivot Designer

After launching the Pivot Designer, click the Show Field List if your data fields are not visible.

 

Add data fields by double-clicking or drag and drop each item over to the Pivot Grid Fields.

 

Next, click on Layout and drag and drop the available fields into their appropriate Pivot Areas (Row, Column, Filter or Data) and click Apply.

 

Additional properties may be configured to best suite your desired out.  Once completed, click Close to return the the Report Designer.

Appearance

  • Appearance: Allows you to define the appearance properties (such as Background Color, Foreground Color, Font, etc.) for the Pivot Grid's elements (Cell, Field Value, Filter Separator, Header Group Line, etc.).
  • Formatting Rules: Invokes the Formatting Rules Editor allowing you to choose which rules should be applied to the control during report generation, and define the precedence of the applied rules. 
  • Styles: Allows you to invoke the Styles Editor, which is intended to manage and customize the control's styles, which then can be assigned to the Pivot Grid's elements.

 

Behavior

  • Anchor Horizontally: Specifies the horizontal anchoring style of the control, so that after page rendering it stays attached to the left control, right control, or both. This property defines how a report control is resized to maintain the distance to the left and right edges of its container control.
  • Anchor Vertically: Specifies the vertical anchoring style of the Pivot Grid, so that after page rendering it stays attached to the top control, bottom control, or both.
  • Keep Together: Specifies whether the contents of the control can be horizontally split across pages. In other words, if the control occupies more space than remains on the page, this property specifies whether this Pivot Grid should be split between the current page and the next, or whether it will be printed entirely on the next page. This property is in effect only when a Pivot Grid's content does not fit on the current page. If it does not fit on the next page either, then the Pivot Grid will be split despite this property's value.
  • Scripts: This property contains events, which you can handle by the required scripts. For more information on scripting, refer to Handle Events via Scripts.
  • Visible: Specifies whether the control should be visible in print preview.

 

Data

  • Data Adapter: Determines a data adapter that will populate a Pivot Grid's data source which is assigned via the Data Source property. It is automatically set to the appropriate value, when the Data Member property is defined. 
  • Data Member: Determines the data source member which supplies data to a Pivot Grid. Note: Usually, it is not necessary to specify the Data Member property when binding a Pivot Grid to data. This property should only be set directly if the dataset contains more than one table.
  • Data Source: Determines a Pivot Grid's data source.
  • Fields: Invokes the Pivot Grid Field Collection Editor, allowing you to manage and fully customize a Pivot Grid's fields.
  • Prefilter: When this property is expanded in the Property Grid, you can set its Enabled property to Yes, and use the Criteria property to invoke the Pivot Grid Prefilter dialog.
    This dialog allows you to build complex filter criteria with an unlimited number of filter conditions, combined by logical operators. It provides a set of logical operators that significantly simplify the process of creating filters for text, numeric and date-time fields.
  • Tag: This property allows you to add some additional information to the control; for example its id, by which it can then be accessible via scripts.

 

Design

  • (Name): Determines a control's name, by which it can be accessed in the Report Explorer, Property Grid or via scripts.

 

Layout

  • Location: Specifies the control's location, measured in report units.
  • Size: Specifies the control's size, measured in report units.
  • Snap Line Margin: Specifies the margin (measured in report units), which is to be preserved around the control when it is aligned using Snap Lines, or when other controls are aligned next to it.

 

Navigation

  • Bookmark and Parent Bookmark: These properties are intended for the creation of a hierarchical structure within a report called a document map. 

 

Options

  • Data Field Options: Allows you to customize the options which control the presentation of the data fields.
  • Data Options: Allows you to define whether a Pivot Grid's fields must be case sensitive or not.
  • Options Chart Data Source: Provides access to the options controlling the display of the Pivot Grid's data in a Chart.
  • Print Options: Allows you to customize the print options of a Pivot Grid.
  • View Options: Allows you to customize the Pivot Grid's display options.

 

Printing

  • Right to Left: Specifies the orientation of the content within the Pivot Grid's cells. Use this option to correctly render text written in right-to-left languages.  By default, all report controls have this property set to Inherit, so enabling it for a report will apply this
    setting to all its controls.  The right-to-left layout is preserved when exporting a report to any of the supported formats (e.g., PDF, Excel, or RTF).
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