Pivot is one of the most powerful tools in Anaplan. It gives you access to all the lists and roll-ups that are relevant to a specific module and lets you re-order how they appear. You can pivot your data in different ways: put your lists in rows, columns, or multiple page selectors.
Every module comes with ability to pivot - while in any grid view click the Pivot icon.
- In the Pivot dialog box, click on any of the dimension names and drag into one of the three boxes:
- Drag it into the Rows panel if you want the items in that list to appear down the left side of the grid as row labels
- Drag it into the Columns panel if you want the items in that list to appear across the top of the grid as column headings
- Drag it into the Pages panel if you want that item to be one of the drop-down page selectors on the grid.
- Click OK to save.
Use Pivot with Selections
Any independent selections are preserved when you change your view by pivoting your lists. You can add lists to an existing axis of one or two lists containing independent selections; items appear for all combinations of the existing dimensions. If a list containing hidden items is pivoted on the pages dimension and you want to show all hidden items, pivot the list back to either the rows or columns dimension.
Example: Independent Selection
In the example below, we've made a selection and chosen to show every occurrence.
This is the result:
Now, if we pivot the data (moving project resources from columns to rows), we get this:
Your original selections are respected so you can slice and dice your data exactly how you want it.
Example: Pivot a Ragged Selection
In the example below, we've made a ragged selection (that is, a single occurrence of a data set within the module).
We've chosen to hide the Count information for William Madison only. Count information is shown for all project resources apart from William Madison. If we attempt to pivot at this point, the selection is reset.
Click OK.The selections are reset and the pivot is applied to the original view.
If a list containing hidden items is pivoted on the pages dimension and you want to show all hidden items, pivot the list back to either the rows or columns dimension.