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Create a Pivot Table

You can create a variety of different reports in Upland Analytics ranging from the simple to the complex. Upland Analytics provides a simplified approach to creating a report or graph. The Pivot Table is a simple spreadsheet-like presentation in an interactive way to quickly summarize large amounts of data.

1. Create Report

Access the Create Report modal by:

  1. Click the Create button on the Main Menu Bar.
  2. Then select Report from the menu.

2. Select your Data Source

  1. Select your data source from the list of available data sources to get started.
  2. Click Next to continue
Note: Data sources in this step are provided for example only. Your Data Sources will depend on the modules licensed and the permissions granted. For more information click here.

3. Add a Report Title

  • Click on the Add report name box and type the name of your report.

4. Select a Report Type

  1. Click the arrow button next to "select report type"
  2. Select Pivot from the list of available report types to get started.

5. Select a Folder

  1. Click the Save In arrow to view and select an available folder where your graph will be saved.
  2. Do one of the following to make your selection:
    • Choose or create folder: Enter values in this box to filter and find the folder where your graph will be saved.
    • Click the arrow and select Add New Folder to create a new folder where your graph will be saved. See Create a Folder below.

  1. Click the Add button to open the Create Folder modal.
  2. In the Folder Name box, type your new folder name.
  3. Select the desired Parent Folder from the list.
  4. Select your Folder Visibility.
    • Public: By default, this option is selected. This option allows your folder to be viewed by all users.
    • Private: option will allow you to hide your folder from other users.
    • Share: This option allows you to set your folder to be viewed by specific user(s).
  5. Click Create to create your new folder or Cancel to return to the previous page.
  6. Click Create to create your new folder or Cancel to return to the previous page.

6. Filter or Search for Data Fields

  1. Select the desired Filter to apply to the list of available Fields. The available options are:
    • All Fields
    • Dimensions
    • Measures
    • Date
  2. Start typing in the Search item box to begin searching for available Fields.
  3. You can alternate between Fields and Custom Fields by clicking on either one of the tabs.
    Tip: Note: For more information on how to create and use Custom Fields please refer to: Create and Use Custom Fields
  4. Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).

7. Select your Data Field(s)

  1. Columns: Drop the non-numeric Fields that will appear in your report as columns (vertically).
  2. Rows: Drop the non-numeric Fields that will appear in your report as rows (horizontally).
  3. Measures: Drop the numeric Fields that will serve as the pivot in the columns of your report.
Note: Data Dimensions will appear based on the selected Report Type.

7. Add a Filter (Optional)

  1. Click the Ellipsis button
  2. Select Filter Options from the context menu.
Note: Refer to Add Filter(s) in a Report article for further assistance, as the options and steps for creating filters varies depending on the selected Field type.

8. Report Builder Settings

  1. Click on the Settings button to view the available Report Builder Settings options:
    • Show Subtotal: By default, None is selected which means the report will not display a subtotal. If you select First, a subtotal will appear in the first column of your report. If you select All, a subtotal will appear for every numerical column of your report.
    • Show Total: By default, Yes is selected. If you select No, a total will not be displayed in your report.
  2. Click Save to save your changes or Cancel to return to your Report edit page.

9. Preview Report

  • Click the Preview button to preview your report.
Note: You can Preview your report at any time by clicking on the Preview button.

10. Save Report

  1. Click Save to open the Save context menu
  2. Choose one of the available Save options.
    • Save: Selecting this option will save the report without exiting the report edit page.
    • Save as copy: Selecting this option will save a copy of the report. You will need to rename the report in the Navigation Menu.
    • Save & Close: Selecting this option will save the report and close the report edit page. The report will then run.
    • Save & send by email: Selecting this option will save the report and close the report edit page. A modal window will then give you the options to send the report. For more information refer to Email a Report.
    • Save & Create new: Selecting this option will save the report and close the report edit page giving you the option to create a new report.

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