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- Overview
- Features of the context menu
- Deleting columns and rows
- Collapsing/Expanding columns or rows
- Granularity: weekly, fortnightly, half-yearly, etc.
- Rearrange headers of rows and columns
- Transposing rows and columns
- Compare date ranges
- Exporting the Pivot Table control to Excel
- Loading/Saving the content of the pivot table
- Restore the initial size and groups
- Remember size and groups
- Settings
- Settings of the automatic menu in a Pivot Table control
Automatic features of Pivot Table controls
The Pivot Table control offers several Automatic Application Features (AAF) allowing the user to take advantage of all its capabilities. The user can: - resize the first column of the Pivot Table control with the mouse (column containing the row headers).
- collapse/expand columns and rows by clicking the header icons "+" and "-".
- open a context menu to perform several actions on rows and columns.
- open a context menu for cells.
- select several rows, columns or cells via the Shift and Ctrl keys. This option is available only if multiple selection is allowed in the control. For more details, see Description of a Pivot Table control.
- perform a search in the cells of a Pivot Table control by pressing Ctrl + F.
The features of context menu for the rows and columns are as follows:
- Remove or redisplay multiple columns
- Collapse or expand all columns,
- Expand a level and all its sub-levels,
- Granularity (week/fortnight/semester),
- Rearrange headers of rows and columns,
- Transpose rows and columns,
- Compare date ranges,
- Copy one or more rows,
- Export the contents of the Pivot Table control to an Excel document,
- Load/Save the content of the Pivot Table control,
- Restore the initial size and groups,
- Print the control content.
The features of the context menu for the cells are as follows:
Note: If multi-selection of rows, columns and cells has been enabled on the Pivot Table control, some operations are only available on selected rows, columns or cells. Features of the context menu Deleting columns and rows Some pivot tables can contain a great number of rows and columns (if the control contains several hierarchy levels, for example). To get a more concise display, you can: - delete the current column.
- delete all the columns identified with the same information. For example, in a pivot table presenting calculations over several years, you have the ability to delete the month of February for all the years displayed in this table.
- delete all the columns except for the columns identified with the same information. For example, in a pivot table presenting calculations over several years, you have the ability to display the months of February for each year. All the other months will be deleted.
This display mode is also available for rows. When deleted, the contents of the dynamic array are recalculated: totals are updated. The deleted columns and/or rows can be redisplayed at any time (via the "Redisplay all deleted columns" option, for example). On redisplay, the contents of the dynamic array are recalculated: totals are updated.. Caution: If a column or row is not repeated, the only possible action is to delete the selected column or row. Collapsing/Expanding columns or rows For a pivot table with an important hierarchy, you have the ability to: - collapse or expand all the columns and/or rows in a single action.
- expand a level and all its sublevels in a single action (in columns or rows).
For example: - If all the columns are unfolded, the crosstab is very detailed: all the intermediate results are visible, from the highest to the lowest level..
- If all the columns are collapsed, the crosstab is synthetic: it shows only the first-level calculations..
Granularity: weekly, fortnightly, half-yearly, etc. If the pivot table does not contain enough details, you can add columns to enhance statistics. The context menu of the columns includes the "Granularity" option. This option can be used to add groupings that are not displayed, e.g. Semester, Quarter, Fortnight, etc. Warning: this option requires the dynamic array to be recalculated.. If several operations must be performed, the data calculation can be deferred. Rearrange headers of rows and columns This option is used to change the display mode of rows and columns in the Pivot Table control. When this option is selected, the pivot table becomes editable. You can: - make rows or columns visible or invisible.
To show elements, simply select the hidden elements in "Headers not displayed" and move them to the desired location in the rows or columns.
To hide elements, simply select the corresponding header and move it to "Headers not displayed". - reverse the dimensions. Simply drag and drop the header onto the desired position.
Transposing rows and columns This option rearranges the data of the Pivot Table control. Columns switch to rows and vice versa.
Note: To programmatically reverse the rows and columns of a Pivot Table control, use function AAFExecute with constant faaTcdInverseLigneColonne. Compare date ranges This option is used to compare the data displayed in the Pivot Table control over 2 date ranges. When this option is selected: - A window appears, allowing you to enter the characteristics of the comparison:
This comparison will take into account the reference date range specified in this window; not the date range currently displayed in the Pivot Table control.
- Reference date range.
- Previous date range for comparison.
- Evolution between years.
- When this window is validated, the data is recalculated to show only the data in the comparison. For example:
If the evolution between years must be shown, it will appear in green or red, depending on whether it is positive or negative. The context menu of the data includes the following two options to improve the comparison: - Show evolutions.
- Show evolutions in %.
To restore the standard Pivot Table control, select "Cancel date range comparison" in the context menu. Remark: To start the period comparison by programming, use the function AAFExecute with the constant faaComparerPériodeTcd. Exporting the Pivot Table control to Excel This option is used to export the content of the pivot table to Excel. This option corresponds to PVTToExcel. All you have to do is specify the name of the XLS file to create. The created document can be directly opened. The new XLS document contains the data of the pivot table. The hidden or collapsed columns will not be visible in the XLS file. Loading/Saving the content of the pivot table To avoid recalculating a pivot table displayed previously, the content of the control can be saved to a file on disk. This will allow users to open it later or send it to someone else. This option corresponds to PVTSave. The created file can be re-opened later (equivalent to PVTLoad). Please note: The file created can only be opened on a crosstab of the same type (columns and rows must match). Note: The backup file can be password-encrypted.. - When saving the file, simply check "Encrypt with password" when typing the name of the backup file. In this case, a new window will prompt you to enter the password to be used:
- When you load the encrypted file, the same window will appear again. Simply specify the corresponding password.
The password input window is available in English and in French. Restore the initial size and groups This option is used to restore the default settings of the pivot table. Remember size and groups This option saves the last settings of the pivot table. Thus, the next time the window is opened, these settings will be automatically applied. The user no longer has to configure the control each time it is displayed. Cell context menu: change background color
The context menu of a cell allows the user to easily change the color of a cell in the Pivot Table control. This makes it easier to identify important elements in the pivot table.
Tip: The last color used is automatically proposed in the cell's context menu.. This feature is useful to apply the same color to multiple cells.
When saving the content of the pivot table (with UI), the specified colors are saved. Settings of the automatic menu in a Pivot Table control The context menu of a Pivot Table control can be disabled. To configure the display of the context menu, you must: - Open the description window of the Pivot Table control.
- Select the "UI" tab.
- Choose the desired menu in the "Context menu" combo box. It is possible to:
- "Display the AAF menu (System)": In this case, the context menu displayed will be the automation menu for the Pivot Table control field (FAA menu).. For more details on how to configure this menu, see Configuring the AAF menu.
- "Add a context menu": If this option is checked, you can select the custom context menu to be displayed..
Remarks: - If both options are checked, the custom context menu can be added before or after the AAF menu.
- If no option is selected, no context menu will be selected. The <Disabled> option will be displayed in the description window.
- The ContextMenu property is also used to remove the AAF-specific context menu and restore the standard Windows menu for a given control.
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