Pivot View
Overview
The Pivot view provides cross-tabulation and data analysis capabilities. It aggregates data by grouping records along row and column axes, then calculates measures (sum, count, average, etc.) at each intersection.
Header controls
Row 1 — toolbar
The top toolbar contains controls visible to all users:
- Filtrar — Apply personal filter overrides (does not affect other users)
- Subtotais — Toggle row subtotals on/off
- Percentagens — Toggle percentage display
- Expansion level — Control how many levels of row grouping are expanded by default
- Exportar CSV — Export the pivot table to CSV
- Reset — Clear all personal overrides and return to the admin baseline
- Settings (admin only) — Opens the admin configuration dialog
Row 2 — user shelves
When the admin enables "Permite que utilizadores alterem a estrutura", row 2 appears below the toolbar. It lets each user rearrange the pivot structure without affecting others.
Each shelf has its own + campo button:
| Shelf | Purpose |
|---|---|
| Linhas | Fields that define the vertical row groupings |
| Colunas | Fields that define the horizontal column groupings |
| Valores | Numeric fields aggregated at each cell |
You can also drag chips between shelves or use the Mais ações de <campo> menu to move or reorder a chip without drag.
Date granularity
Date columns in the Colunas shelf can be grouped by:
- Mês — Grouped by month (e.g. "Jan 2026")
- Trimestre — Grouped by quarter (e.g. "T1 2026")
- Semestre — Grouped by semester (e.g. "S1 2026")
- Ano — Grouped by year (e.g. "2026")
When adding a date column to Colunas, the dialog prompts for granularity. To change granularity on an existing chip, click the edit button (calendar icon) on the chip.
Aggregations
Value fields
Only numeric-compatible columns can be added to Valores:
| Aggregation | Description |
|---|---|
| Sum | Total of all values |
| Count | Number of records |
| Average | Mean of all values |
| Min | Smallest value |
| Max | Largest value |
| Count Distinct | Number of unique values |
Totals
- Row totals — Subtotals for each row across all columns
- Column totals — Subtotals for each column across all rows
- Grand total — Overall total for all data
Admin configuration
The admin settings dialog (Configurar Vista) has four tabs:
- Estrutura — Define default row/column/value fields and toggle "Permite que utilizadores alterem a estrutura" (when off, row 2 is hidden for all users)
- Filtros — Admin filter rules that apply to all users; includes rail/view source selection when a rail is configured
- Aspecto — Grand total toggle, row sort, column sort, title
- Interface — Pivot-specific display settings
Drill-down
Click any data cell to open a drill-down dialog listing the underlying records. System columns (id, actions, selection) are hidden from the drill-down table.