When designing a Pivot Table, Zoho Reports offers wide range of options to customize it and improve the overall appearance in different ways. In this section we will discuss about various options provided by Zoho Reports to customize a Pivot Table that you create.
To change the existing tile and description of a Pivot Table, follow the steps given below:
In Zoho Reports, by default, sub totals of individual columns, and grand total of all the rows and columns will be automatically added to the Pivot Table. Zoho Reports also allows you to turn off these totals when they are not required.
To hide or show the subtotals and grand totals do the following:
Under this option the following sub-options are available:
Subtotal (column specific): Select/Deselect this option to show/hide subtotals of an individual column. This option will be available only on right clicking the corresponding column whose subtotal has to be shown/hidden.
Row Grand Total: Select/Deselect this option to display/hide the Row Grand Total column in the pivot table.
Column Grand Total: Select/Deselect this option to display/hide Column Grand Total row in the pivot table.
In Zoho Reports, by default, a pivot table data will be sorted in ascending order by the values of the columns from the source table that you assign to Row orientation in a Pivot Table. Zoho Reports allows you to change this default sort order in lot of different ways. Below is a brief description of various ways to sort a Pivot Table.
Sorting a Pivot column by its values (by the values of the columns in Row shelf): This option allows you to sort Pivot Table column data in ascending or descending order by its actual values.
To sort a pivot table by its column values:
For example if a pivot table has Product category and Productcolumns in Row shelf (Row Orientation), initially the Product Categories and Products will be ordered alphabetically in ascending order. When corresponding columns are sorted in descending order as described above, Pivot data will be rearranged as shown in the screen shots below.
Sorting a Pivot Table column by its corresponding data values(by values of the column in Data shelf): This option allows you to sort Pivot Table columns based on data values corresponding to each pivot column value.
To sort a pivot table based on its data values:
In the above example, when you right click Central region and select Sort Descending -> By Product Category, Sales values in Central region corresponding to Product Category column will be sorted in descending order as shown below.
When you select Sort Descending -> By Product, Sales values in Central region corresponding to Product column will be sorted in descending order as shown below.
Sorting Pivot Table columns by its corresponding summary values: This option allows you to sort Pivot Table columns based on summary values corresponding to pivot column values.
To sort a pivot table based on its summary values:
When you right click Summary Column and select Sort Descending -> By Product Category, Sales values in Summary column corresponding to Product Category column will be sorted in descending order as shown below.
When you select Sort Descending -> By Product, Sales values in Summary column corresponding to Product column will be sorted in descending order as shown below.
You can also sort rows by column values by clicking on the arrow icon() at the heading of the corresponding column. A down arrow indicates that the column is sorted in ascending order. An up arrow indicates the column is sorted in descending order.
Conditional formatting feature allows you to visually highlight data cells in a pivot table with different styles based on matching conditions. You have to specify the required conditions/criteria for formatting. When data in a cell meets the condition, Zoho Reports applies the corresponding formatting style that you have specified to the specific cell.
To apply conditional formatting:
You can also view and modify all the conditional formats applied over the pivot in Conditional Format tab in Settings section.