RR. Pivot Reports

Owned by iarmstrong
Sept 19, 2023
6 min read

Pivot Report (for Blasts or Digs)

You may create Pivot type report for Blast or for Dig by choosing this option from Add Report dropdown.

Pivot table comes in really handy as a quick way to make an interactive summary from many records.

Among other things, it can automatically sort and filter different subsets of data, count totals or calculate average.

Another benefit of using pivot tables is that you can set up and change the structure of your summary table simply by dragging and dropping the source table's columns.

In the top right part of application, you see the list of all options to work with, organised by levels or folders.

Drag and drop parameters to display in your custom report to related fields from the top right part of the Reports tab to the bottom one. They will be automatically displayed in the main viewport accordingly.

Building Reserves Check Report: Navigation and Tips

Adding Fields

On the right is a list of all the fields available for this report type.

A glossary of fields with an explanation of which setup steps they come from is provided in the RR. Report Fields (Glossary) section.

Drag and drop fields from the list to the areas boxes below.

In a bottom part of this right section, you see four areas where you can drag and drop fields to report on.

It has an automated sorting function preventing you from dropping wrong fields into wrong areas.

To remove a field from an area simply drag it out and drop in any spot where it is marked by the Black Cross sign.

You can always manually change the layout of your pivot table by dragging fields to the desired locations between existing columns.

Use the provided Search tool for easier finding of fields/columns/test required to report on.

Exercise 1

Create report to check tonnes and grade by Stage and Parcel.

  1. Add Blast Pivot report and name it “Reserves Check”.

  2. Drag fields between Filter, Column, Row and Data areas:

    1. “Blast Type” field to the Column Area,

    2. “Name.1” and “Parcel” fields to the Row Area,

    3. “Reserves.WetTonnes” field to the Data Area,

    4. “Name.4” field to the Filter area.

Filtering results

Press the filter icon provided in each header field to select items to be displayed as reporting fields and organise them in your table.

In the top bar are the filter display options, from left to right:

  • Show Only Available Items - to filter out data not being used in the model. Enabled by default.

  • Show New Field Values - to dynamically report on new items in the model. Enabled by default.

  • Radio Mode - to display/hide checkboxes. Disabled by default.

  • Invert Filter - to display not flagged items. Disabled by default and not available id radio Mode is selected.

 

Exercise 2

Filtering by Stage

In the header (“Name.4”) filter out all the stages other than for Pit1 and Pit2.

Filtering by Parcel

in the Parcel header, filter out all Waste and Mineralised Waste parcels.

Show Totals

Right click on the field header and untick/tick Showing Totals. Work from right to left if you have multiple to remove.

Sorting data

Click on the header to sort the fields A-Z and Z-A

Customising Form Layout

You may also customise right part form layout by pressing top right icon and selecting desired layout of areas and fields as shown below.

By default “Field Section and Areas Section Stacked” layout is set. You may change it at any time to suit your display preferences.

Configuring Format

Press Configure Format button to open Configure Pivot Grid Appearance window where you may add more custom settings, such as text font, size, style, colors and format for each element of a table.

Copying Image

Press the Copy Image button to make a screenshot of your table, which will be copied to the clipboard and can be pasted directly to your reports or presentation.

Chart Setup

Once you have finished setting up the table in the Pivot tab, you can go to the Charts tab and view the data graphically. For example, a graphical representation of the Reserves Check table created in the Pivot tab would look like shown in the figure to the right.

Data Breakdown

Hover the cursor over a graph column to display filtered data for each bar.

 

Rearranging Charts

You can also add and rearrange charts in this tab. To do this, simply drag and drop the required fields into the applicable areas, just as you do when generating pivot reports. The data populated will be displayed in the chart, and also automatically applied to the table in the Pivot tab.

 

 

 

Chart Options

In the bottom right corner below the field selection panel you will find a Chart Options panel where you can select the type of chart display, the layout of its columns and toggle the visibility of the labels.

Chart Type

In the lower right part of the Charts Options panel, you can select the type of chart display through the Chart Type field dropdown.

Show Labels

Tick Show Labels, if you wish to display custom labels on the chart.

 

Show Column as Series

Tick Show Column as Series, if you wish to display fields from the Columns area as series. Otherwise, fields from the Data Area will be shown as bars.

Configuring Format

Click the Configure Format button to open the Series Colors dialog, where you can change the colors assigned to the columns.

  • You can select colors manually from the Color column dropdown, or

  • Create a gradient by clicking the Generate Gradient button at the top.

Press OK to confirm and return to the chart.

Exercise 3

  1. Add Reserves Dry Tonnes field to the Chart and review the results.

    1. Review the results in the Pivot tab to see the difference between Wet and Dry tonnes.

  2. Change Chart Type to the StackedBar.

  3. Show Blast types as Series.

  4. Generate Gradient in Black and White colors.