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CC Pivot 2.0

Getting Started

Using CC Pivot

Change Log

Settings

There are five tabs on the settings screen, each of which is discussed below in its own section.

Tables

Settings - Tables Tab

The tables tab contains three main areas. First, the list of tables, on the left, which should show all tables that are available for reporting. Clicking the "Update My Tables & Layouts" button at the bottom of this screen should refresh this list. If your table is not here, confirm that there is an external data reference for the proper file and that there is a table occurrence on the relationship graph for each table you want to use. In this list are also displayed the selected prime ID for each table and the layout used for display.

The second section, in the top right quadrant is a list of fields for the table chosen in the previous section. You will want to choose a field that contains a unique value for each record, typically the primary ID field for the table. Selecting this is necessary for the record tracking feature to function properly.

Last, in the bottom right region is a list of layouts based on the table chosen. Like with ID fields, selecting a layout is necessary for record tracking. It is worth remembering that these are layouts in the CCPivot file, not in your original data file. You will need to make a layout in the CCPivot file for this to function and for the layout to show in the list.

Formatting

Settings - Tables Tab

The formatting tab holds three main areas. First, the default locale, which can be over ridden by the per field locale setting on the pivot table screen.

Next, the data formats section where new data formats can be entered for selection. The format is for formatting the data for display, and any format supported by the java formatter specification is acceptable. To read more on this specification go here. You can enter both a label for the format so you can remember what it is for, and the actual format syntax.

Finally there is a list of pivot styles. This is a list of the styles that are available for use. If you add new styles to the CSS in the next section, you will need to enter it's name here so it is available in the selector when editing or adding a pivot.

Lists

Settings - Tables Tab

There are two lists on this tab, required data and custom sort, each on the left, and en edit box on the right. The use of each list is explained in the creating a pivot sections, here you can create new lists to be used in either one list or both lists and edit the values for the lists that exist.

CSS & Javascript

Settings - Tables Tab

This tab hold all the CSS and Javascript styling for the pivot table styling options. All the CSS is in one text box for easy copy and paste from an external editor if you choose. If you add new styles or make changes to the names of the existing styles, you'll need to reflect those changes in the styles list in the lists tab.

If you wish to perform any javascript on the data as it is returned for better formatting or handling, you can enter it here. We have some sample code here which allows us to format alternating rows nicely and a few other things. You need not edit this, but it is available to you. This is a fairly powerful option, so remember, with great power comes great responsibility.

Advanced

Settings - Tables Tab

This tab allows you to modify the default settings for data parsing and display. First is file encoding, you should not need to change this, but we have exposed it for alteration if it becomes necessary.

The separators are exposed here on the offhand chance our default separators "|*|*|" and"|*END" are present in your data. If any of those strings would occur naturally in your data, they would keep the software from working, so you would need to enter a characters to compose a string to be used as a separator that would not be present in your data ever.

We have also included the language used in the pivot tables to display summary and total data so you can change it if you with. This would primarily be important for deploying to different languages.

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Page last modified on January 25, 2013, at 03:38 PM