Pivots in Engage are a cross-reference display of bandings. Adding data to a pivot creates a single display to summarize data trends, customer segments, and transaction hotspots. You can also add rules to the pivot domain to refine your data.
Adding data to a pivot
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Click the + icon in the navigation pane to open the create menu and choose pivot from the element list.
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Expand your database to view available bandings.
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The pivot workspace includes drop zones for columns and rows. Drag-and-drop the banding that will form your columns into the columns drop zone.
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Drag-and-drop the banding that will form your rows into the rows drop zone.
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Continue adding bandings as required. To switch axis, drag the banding names to the alternative axis.
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To filter or omit values, select the banding name cog icon and make the required selections.
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Use the pivot properties pane to customize your pivot.
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Switch between table (numbers) and heatmap view using the display style dropdown.
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Switch between measures (numbers) or view the values as either row, column or grid percentage totals.
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Check options to hide empty or uncategorized values.
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Switch between viewing counts of records (default), and sum, average, and min/max values from any numeric data field on the display summary.
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Set a limit on the records visible within the pivot.
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With your pivot built, you can use additional pivot tools to conduct further analysis.
Adding a domain
Domains are configured in the top left corner of your workspace and allow you to configure a master rule that manages which records enter a pivot, e.g. you may want your pivot data to only include female customers.
To add a domain:
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Expand the lozenge to open the query text box.
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Drag a query from your database to the text box or type a query.
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Use the test button to verify your syntax.
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Click OK to add the rule to your pivot.