The Reports > Pivot view is an incredibly powerful tool for taking all of the data in Aha! and creating reports for in-depth analysis of your roadmap. Similar to the Reports > List view, the Pivot view allows you to manipulate data from the over 100 different data objects stored in Aha! and then organize it in a customizable pivot table.
How to create a Pivot table
The easiest way to start with the Pivot table for the first time is to select from one of our available example reports. The example reports contain a full list of commonly used reports and give even experienced pivot table users a great starting point for creating their own custom report.
If you already have an idea of what you would like to analyze on the Pivot table, follow these steps to create your own custom pivot table report from scratch.
Choose your data columns and filters
1) Click on Select a data type and then click the green Add columns button. When you select your first column, future options of selectable data will change based on the first selection to ensure that you are putting together a table with valid data objects that can be pivoted against each other.
The first data selection also defines the relationship for future data added to your table. In the example below, features were added first and then releases were added. You can see this because the releases option is indented under the features option in the left hand column.
This is very important to understand, it means any release data visualized on the table will be in the context of features. If a release has no features, it will not be visualized. For more details on how this works please refer to the advanced document on understanding data selections.
2) Once you have selected your first data object, you will be able to choose to place the data in the column, rows or cells of your pivot table.
3) Add additional data and select how the data in the Cells field is aggregated (Unique count, List, etc). You can also optionally use the calculate field to add calculated at the end of your columns and rows on the pivot. Calculate options include sum value, average, min/max and count.
4) Quantify report rollups through calculations across rows and down columns with the Calculate option. Functions include sum, average, minimum, and maximum.
5) Sort on row, column or cell values in the report by clicking the sort button. You can sort on every value in the pivot table and drag/drop when multiple values are present to chose which sort should supercede the others.
6) Add filters as necessary. The filter drop down will display filters that are available based on the data you selected in steps 1-3. A common filter would be a filter for release name if you are looking to only display data for specific releases. Filters are searchable to allow you to find specific details without scrolling through long lists. By default, a product name filter is automatically applied based on the product that you have selected in your product hierarchy. You can add other product data by modifying the filter.
7) After setting your filters, click the Update Table button to update what is displayed.
Customize the report
This provides options to customize the theme and color layout of the pivot table report.
Select a theme: The different themes change the visual layout of the table as well as enable different sets of colors to be used when colorizing data on the table.
- Default: Light default row, column and cell shading with a neutral pallet of colors to choose from when customizing.
- Plain: No row, column or cell shading with a bold pallet of colors to choose from when customizing
- Powder: Darker default row, column and cell shading with a neutral pallet of colors to choose from when customizing.
Color by: This allows you to select which data objects to color based on the data available in your table. You can then customize the colors based on the color pallet available for your theme. Assigned colors for initiatives, goals, and workflow status will default to selected colors assigned during their set up.
Show column and/or row headings: Toggles the display of optional headings for your columns or rows. The headings will display what the data type is in the column or row fields of your pivot table.
Show cell headings: This allows for showing cell headers and also enables doing calculations -- total/average/min/max/count -- within individual cells on rows and columns.
Use swimlanes: This option will place the heading for the first data object in Rows as the header across the top of the data. This is useful if the table is too long and you wish to make it easier to read (you can also just move the column to the Column target)
Allow table cells to wrap: This allows text wrapping to help limit the width of cells when displaying large amounts of information, such as the full descriptions of features.
Chart your data
After you have organized and customized your pivot report, select the Chart Data > button to create beautiful visualizations and charts of the report that you have just created.
Save pivot views
To save the view, click the Save button on the upper left corner of the page. When you save a view, you will have the option to name the saved view, chose who you wish to share your saved view with and select if others can edit the view. Saved views are then accessible under the Views drop down on the right side of the screen.
Publish pivot tables
You should always save your list prior to publishing in a notebook. This ensures you can access the pivot table and edit it in the future without having to also change what page is referenced in your notebook.
Once you have a useful view, you can share it with your internal or external stakeholders through a Notebook or save it for future working sessions. To share your pivot table, simply click on the Export drop down and add it to a new or existing notebook.
Export pivot tables
In addition to notebooks, users have four other options for exporting their Reports > Pivot:
- Export to Excel
- Save as image
- Save as PDF
To export the pivot table in any of these formats, simply click the blue Export button located in the upper right area of the screen. The Export to Excel option is particularly powerful as it allows Aha! users to export the entire pivot table in Excel without losing any of the table formatting. This is perfect for when you need to combine information from multiple systems or use an advanced formula.