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Plugin PivotTable

Introduced in Tiki 17 and perhaps eventually to be backported to some previous branch

Use this wiki plugin to create dashboards with summaries of data in Tiki objects. It started by working with tracker data, but other Tiki objects can be connected later with this plugin.


Parameters

Introduced in Tiki 16.1. Required parameters are in bold.
Preferences required: wikiplugin_pivottable
Parameters Accepted Values Description Default Since
(body of plugin) Leave one space in the box below to allow easier editing of current values with the plugin popup helper later on
data text
separator: :
For example tracker:1 0
chartTitle text Override title when using Chart renderers. 16.3
menuLimit digits Pivottable menuLimit option override - number of entries to consider the menu list too big when filtering on a particular column or row. 16.2
inclusions text Filter values for fields in rows or columns. Contains JSON encoded object of arrays of strings.
xAxisLabel text Override label of horizontal axis when using Chart renderers. 16.3
yAxisLabel text Override label of vertical axis when using Chart renderers. 16.3
height word Height of pivot table. Units: px 400px
width word Width of pivot table. Units: % or px. 100%
aggregateDetails text
separator: :
When enabled, clicking a table cell will popup all items that were aggregated into that cell. Specify the name of the field or fields to use to display the details separated by colon. Enabled by default. To disable, set contents to an empty string. 16.2
aggregatorName Count| Count Unique Values| List Unique Values| Sum| Integer Sum| Average| Minimum| Maximum| Sum over Sum| 80% Upper Bound| 80% Lower Bound| Sum as Fraction of Total| Sum as Fraction of Rows| Sum as Fraction of Columns| Count as Fraction of Total| Count as Fraction of Rows| Count as Fraction of Columns Function to apply on the numeric values from the variables selected. Count
highlightGroup (blank)
y
n
Highlight items' values belonging to one of my groups in Charts. n 16.3
highlightMine (blank)
y
n
Highlight owned items' values in Charts. n 16.3
rendererName Table| Table Barchart| Heatmap| Row Heatmap| Col Heatmap| Line Chart| Bar Chart| Stacked Bar Chart| Area Chart| Scatter Chart| Treemap Display format of data Table
vals text
separator: :
Variable with numeric values or tracker field permNames, on which the formula from the aggregator is applied. It can be left empty if aggregator is related to Counts. Use permanentNames in case of tracker fields, separated by : in case of multiple fields function.
cols text
separator: :
Which field or fields to use as table columns. Leaving blank will use the first available field. Use permanentNames in case of tracker fields. Separated by colon (:) if more than one.
rows text
separator: :
Which field or fields to use as table rows. Leaving blank will remove grouping by table rows. Use permanentNames in case of tracker fields. Separated by colon (:) if more than one.


(If there is an error above, it means the current site is not yet updated to a version which offers PluginPivotTable)

Basic Usage

Basic usage requires just to provide the data source (e.g. a tracker with id 1: "tracker:1"), and the rest will be taken as default values by the pivot table plugin, and you will be able to edit it through the PivotTable UI itself. That will allow you to display all field names of the tracker, and will let you drag and drop them in rows or columns of the pivot table editor.

That will cover most use cases. However, if your dataset is huge, or the tracker has many fields, and some of them carrying heavy data (long text fields, or big files/images attached to the tracker items in files tracker fields), you can use an advanced syntax to filter the number of items or reduce the amount of tracker fields exposed to the pivot table to work with, so that performance of the pivot table plugin is fast again. See below for "Advanced Usage"

Example 1

After installing the Bug_Tracker_15 profile on a brand new Tiki 17, you will get a new tracker with id 1 to hold the data of the bug reports/issue tickets. When you add a few dozen items, you can use some syntax like the one indicated below to produce some demo pivot tables table with default values as a starting point, to let you start reviewing the data as wiki-wiki (quick) as possible.

This code:
{pivottable data="tracker:1"}


Would produce with the data from that profile (at the time of this writing):
Click to expand
Click to expand


From there we can modify the variables to be used as row or column data, or add new variables in columns, change the type of table or chart produced, etc.:

Click to expand
Click to expand


Example 2

Based on the previous example, you can also specify already the default variables to be used for each parameter of the plugin. For instance...

This code:
{PIVOTTABLE(data="tracker:1" width="100%" height="500px" rows="bug_tracker_severity" cols="bug_tracker_bug_status:bug_tracker_priority" rendererName="Heatmap" aggregatorName="Count as Fraction of Columns" vals="bug_tracker_priority")} {PIVOTTABLE}


Would produce with the data from that profile (at the time of this writing):

Click to expand
Click to expand


Advanced Usage

If your dataset is huge (many thousands), or the tracker has many fields (many hundreds), and some of them carrying heavy data (long text fields, or big files/images attached to the tracker items in files tracker fields), you can use an advanced syntax to filter the number of items or reduce the amount of tracker fields exposed to the pivot table to work with, so that the good performance of the pivot table plugin is preserved.

You can use the filter or display commands (both from PluginList ) to indicate which items (filter) or tracker fields (display) you want to use, respectively, in the pivot table plugin.

See:

Advanced Example 1


This code:
{PIVOTTABLE(data="tracker:4" rows="bug_tracker_submitted_by:bug_tracker_severity:" cols="bug_tracker_bug_status:bug_tracker_priority:" rendererName="Heatmap" aggregatorName="Count as Fraction of Total")}
   {display name="tracker_field_bug_tracker_submitted_by" default=""}
   {display name="tracker_field_bug_tracker_severity" default=""}
   {display name="tracker_field_bug_tracker_bug_status" default=""}
   {display name="tracker_field_bug_tracker_priority" default=""}
   {display name="tracker_field_bug_tracker_version" default=""}
{PIVOTTABLE}


Would produce with the data from that profile (at the time of this writing):

Click to expand
Click to expand


And once you click at the Edit Pivot Table button, you would see the controls to edit variable selection, but notice that you have less amount of variables to choose from than before; only the ones you have selected in the display commands of the plugin body above:

Click to expand
Click to expand


Advanced example 2

This code:
{PIVOTTABLE(data="tracker:4" rows="bug_tracker_submitted_by:bug_tracker_severity:" cols="bug_tracker_bug_status:bug_tracker_priority:" rendererName="Heatmap" aggregatorName="Count as Fraction of Total")}

   {filter field="tracker_field_bug_tracker_bug_status" content="new"}

   {display name="tracker_field_bug_tracker_submitted_by" default=""}
   {display name="tracker_field_bug_tracker_severity" default=""}
   {display name="tracker_field_bug_tracker_bug_status" default=""}
   {display name="tracker_field_bug_tracker_priority" default=""}
   {display name="tracker_field_bug_tracker_version" default=""}
{PIVOTTABLE}


Would produce the same as before, but restricting the data set to only those items tagged as new bugs (bug status is "new"):

Click to expand
Click to expand


Again, if you edit the pivot table, you will see that also have the restricted the number of fields, as well as the data points, that comply with your filtering criteria:

Click to expand
Click to expand



Aliases

Plugin Pivot Table | Plugin PivotTable | PluginPivot Table | Pivot Table | PivotTable | Plugin Pivot Tables | Plugin PivotTables | PluginPivot Tables | Pivot Tables | PivotTables | Plugin Data Pilot | Plugin DataPilot | PluginData Pilot | Data Pilot | Data Pilot |

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