1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Display data
  4. Pivot

Pivot enables you to move your dimensions (lists, line items, time, or versions) between rows and columns, or display them as page selectors.

Use this to analyze your data. For example, to display the monthly breakdown of a product, move the Product dimension from pages to rows, with time on columns.

There are two types of data source: module view and custom view. You can only pivot custom views.

  • You create a module view in the source model; its dimensions are fixed and cannot be pivoted.
  • A custom view enables you to customize the grid directly with pivot, sort, filter, and show selections. Customizations are not preserved when you pivot a dimension to the page level.

If the data source for a grid card is a custom view, then on the Grid tab you can toggle right on Users can pivot data to allow end users to pivot their own display of the grid card. If you create a new grid, the end-user pivot is enabled by default, whereas end-user pivot is not enabled by default for existing grids (from when the end-user pivot feature was released).

If you pivot a grid, to give an axis that contains both a filtered line item and a nested dimension that was not part of the filter definition, then the filter is not preserved.

If you change the underlying view for a grid, then end-user pivots are reset.

Note: Filters and show selections are removed when you pivot the dimension to page level. To ensure your customizations apply when end users pivot the grid and move your chosen dimension to the page level, directly configure the page-level context selector.

To pivot a custom view of the data:

  1. Select a custom view.
    The process differs for grid cards and worksheets.
  2. Pivot your custom view.
  3. Publish your page.

Select a custom view

To select a custom view for a grid card:

  1. Click the Edit this page icon to enter design mode.
  2. Click or hover over a grid card, and click the Edit icon for the card.
    The Card configuration panel displays to the right.
  3. Click View designer.
  4. In the Select data source panel select Custom views.
  5. Select the view that you want to pivot.

To select a custom view for a worksheet:

  1. Click the Edit this page icon to enter design mode.
  2. Click Select view.
  3. In the Select data source panel select Custom views.
  4. Select the view that you want to pivot.

Pivot your custom view

  1. Select the pivot icon from the toolbar at the top right of the preview.
    The Pivot data panel displays.
The Select primary grid dialog. In the worksheet toolbar, the pivot icon is highlighted with a red box. The Pivot data panel displays, implying the icon has been clicked.
  1. In the Pivot data panel, drag dimensions to the required Context selector, Column or Row, and drop the dimension when a solid horizontal line displays at the position you want.
In the Pivot data panel on the right of the screen, the Versions dimension has been clicked and dragged to beneath the Time dimension in the Columns box. As such, a horizontal line displays, which indicates it will be moved to Columns when unclicked.
  1. Optionally, swap two dimensions. Drag one dimension over the top of another and drop it when the outline of the dimension changes color.
In the Pivot data panel on the right of the screen, the Versions dimension has been clicked and dragged to over the Time dimension in the Columns box. As such, the Time dimension is surrounded by a line, which indicates the two dimensions will be swapped when unclicked.
  1. To close the Pivot data panel, click the pivot icon or the X in the top-right of the panel.

Publish your page

When you're ready, publish your page. When you do this, user customizations for the grid are reset.