Pivot Overview

The Pivot page allows for user-controlled data driven status and progress reports to view counts and completeness of data using any combination of attributes stored in PIM360.

Create a Report

Add attributes to your report:

• Use the quick search at the top of the Available Attributes pane, by typing in the first few letters of the desired attribute
• Select the attribute required then drag and drop into the Row Attribute of the Report Design Criteria area. Multiple attributes can be selected row.
• Only one attribute can be selected for column. To select the attribute, click on the dropdown box in the Column Attribute Report Design criteria area and either scroll through to find the attribute or start typing to jump to the relevant attributes.

Add required statistics There are 4 standard statistics that are possible to add

• Item Count
• Required Attributes
• Populated Attributes
• Completeness

Statistics are also available for pre-defined attribute groups, e.g. Commissioning data. These attribute groups need to be created by an Administrator.

Once the attributes and statistics have been selected click the run button on the toolbar in page on the upper left side of the screen.

In the example below, the attributes Class Name and Discipline Code have been added to the report row and columns, and Item Count and Completeness has been selected from the Summary Statistics

Add a Filter

• Find the required attribute in the Available Attributes section, click left on it and drag it to the Filter Conditions pane, under the results pane. Note if the attribute is already being used as a Row Attribute then the Filter button can be pressed and the attribute will appear in the filter conditions pane.

• Several options are now available to select against the attribute, accessed via the drop down menu next to attribute name.

• In the field next to the drop down, type in the filter text.
• Where is seen, it means that the attribute is controlled by a drop down list, and the correct values can be selected from a dialogue box that will appear when the button is clicked.
• If the filter should be case sensitive, select the case button on the filter condition.
• Rerun the report.

By default, the selected data view is “Active Values”, however if the user has the correct permissions, data from an EIC (Engineering Information Context), i.e. data under review can be viewed, by selecting the desired EIC from the View drop down.

Save

If the report created is one that will be used again and again, you can save it.

If you would like to save a report you have created, firstly give it the desired name by clicking on the Save View action button.

Next click the save button.

To access previously created reports, click the “Load Saved Reports” button . All previously saved views will be available to select.

Alternatively, the saved reports can be opened by selecting “Load View” from the Side Navigation menu.

Share a Report

It is possible to share a report you have created with another user.

When you saved the report following the steps in Save you then get the below screen where you can either copy and paste the link or click ‘Share via e-mail’ to open a new email message with the link already included.

Export a Report

The data in the report can be exported to a tab delimited text file (.tsv format).

To do this click on the Export button

You will then be prompted to name your export file and Submit

The text file will now start to download.

View Results in LiveView

The values in the results pane, against the Summary Statistics attributes are hyperlinks.

When these hyperlinks are selected the search criteria required to return the clicked on value will be sent through to LiveView, which will open in a new screen, where the data can be viewed as a LiveView report.