Using the Pivot Grid Control in Finished Reports – BridgeWorks Help Center

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Article Goal

Explain how to use the Pivot Grid control in Finished Reports to create cross-tabulated (pivot-style) reports and how to configure its layout, appearance, behavior, and data settings.

What / Why – Pivot Grid Reporting

What: The Pivot Grid control displays dynamic data. Column headers represent unique values from one field, row headers represent values from another, and each cell displays a summarized value.

Why: Pivot Grids provide a compact and flexible way to analyze complex datasets by allowing users to quickly compare totals, trends, and groupings across multiple dimensions.

Configuration Note

Item	Details
Data-driven	Pivot Grids are populated from an underlying data source.
Designer-based	Most configuration is done through the Pivot Grid Designer.
Flexible layout	Fields can be rearranged between Row, Column, Filter, and Data areas at any time.

Use Case

Scenario	Description
Cross tab analysis	Summarize values by rows and columns for easy comparison.
Data exploration	Quickly change perspectives by rearranging pivot fields.
Compact reporting	Display complex summaries in a concise, readable layout.

Using the Pivot Grid Designer in Finished Reports

The Pivot Grid includes a built-in designer that allows you to configure layout and fields visually.

Step 1: Enable Finished Reports Pivot Grid

Open Settings
Select User Options
Locate Pivot or Crosstab under Finished Reports and select Pivot Grid

Step 2: Open the Finished Reports Designer

Open an existing VDM View or create a new View
Run the View
Select Finished Reports Designer

Step 3: Adding the Pivot Grid

Select the Pivot Grid control and add it to the designer

Select the Pivot Grid control and open its Smart Tag to launch the Pivot Designer.

Step 4: Show the Field List

If data fields are not visible, click Show Field List in the Pivot Designer.

Step 5: Add Data Fields

Add fields to the Pivot Grid by:

Double-clicking a field, or
Dragging and dropping fields into the designer

Step 6: Configure the Layout

Click Layout, then drag and drop fields into the appropriate Pivot Areas:

Row
Column
Filter
Data

Click Apply to update the layout.

Step 7: Close the Designer

Once configuration is complete, click Close to return to the Finished Reports Designer.