Building the "Order Management" Training App : Creating a Pivot table

Prerequisite : The Order object has a state model

What is a Pivot table ?

Pivot tables provide a powerful way to analyze data by cross-referencing fields within a business object. Users can configure tables by selecting which fields appear as rows, columns, and values, with various customization options like filtering, axis swapping, and export capabilities... Learn more

Adding a Pivot table to the Order Business object

To add a Pivot table to the TrnOrder Business object, follow the steps below :

Creating the pivot table

1. In the Business objects > Business objects menu, open TrnOrder
2. In the Pivot tables list linked to the Business object, click Create
   
3. Fill in the Pivot table information like so :
   • Name : TrnOrderPt
   • Default function : Sum
   • other required values should be set by default
     
4. Click Save

Adding axes to the pivot table

1. In the Pivot table axis list linked to the Pivot table, click Create
   
2. Fill in the Pivot table axis information like so :
   • Object :
     • Click the *magnifying glass icon
     • Search "TrnOrder" in the Object column and "trnSupCode" in the Field column
       
     • Click on the trnSupCode field (the Supplier Code linked to the order)
   • Type : Column
   • Axis order : 10
     
3. Click Save & Close

Add another axis to the pivot table (Product reference) :

• Fill in the Pivot table axis information like so :
  • Object :
    • Click the *magnifying glass icon
    • Search "TrnOrder" in the Object column and "trnPrdReference" in the Field column
    • Click on the trnPrdReference field
  • Type : Column
  • Axis order : 20
    

Add another axis to the pivot table (Order state) :

• Fill in the Pivot table axis information like so :
  • Object :
    • Click the *magnifying glass icon
    • Search "TrnOrder" in the Object column and "trnOrdState" in the Field column
    • Click on the trnOrdState field
  • Type : Line
  • Axis order : 10
    

Adding a label to the Pivot table

1. In the Pivot table translation list linked to the Pivot table, open the English item
   
2. Change the translation :
   • Translation : Orders per state
3. Click Save & Close

The Pivot table should be configured like so :

Test the Pivot table with the usertest User

1. Clear the platform's cache and log in using usertest

   For a detailed step-by-step, see : Testing the User

2. Open the list of Orders and click Orders per state
   

Success

• The "Orders per state" pivot table is displayed
• You can create more orders in different states to add data to the pivot table.
• In the Chart tab, you can generate a chart for the pivot table.
• The Search button filters the data used for the pivot table