A pivot table in IT Analytics Solution is an interactive view of an IT Analytics Cube that you can use to analyze data dynamically from within the Altiris Console. It uses Microsoft* Office Web Components that are embedded within Microsoft Office products or freely available to download from Microsoft. Pivot tables have been developed for each cube in the IT Analytics Solution Packs to let you view, organize, and summarize data into on-demand, personalized reports.

Topics Include:

• Pivot Table Prerequisites
• Pivot Table Fields
• Pivot Toolbar Description
• Saving and Loading Pivot Table Views
• Displaying Pivot Results as a Table or Chart
• Exporting Pivot Table Results

Pivot Table Prerequisites

To work with an interactive pivot table in the browser, you must have the Microsoft Office Web Components installed. If you have the freely available Office Web Components installed and do not have Microsoft Office installed, you can view the components with reduced functionality. Instructions on how to download and install the Office Web Components are available on Microsoft's website.

Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider is also required for the Office Web Components to communicate with Microsoft SQL Server 2005 Analysis Services. This is a standard component bundled with recent Microsoft products such as Office 2007 and SQL Server 2005 Management Studio, and is also available from the Microsoft Web site. To download Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider, navigate to the section labeled "Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider" on Microsoft's website.

Pivot Table Fields

The following is a description of the types of fields you will see when working with the IT Analytics Cube

• Drop Filter Fields Here -
• Filter fields define the value to filter the given results on.
• Drop Column Fields Here - Column fields define the columns of the pivot table. As fields are added, the field name appears and displays (+)(-) next to the field name. This allows drill down into the values of each field. You can place added fields before or after existing fields to modify structure.
• Drop Row Fields Here - Row fields define the rows of the pivot table. As fields are added, the field name appears and displays (+)(-) next to the field name. This lets you drill down into the values of each field. You can place added fields before or after existing fields to modify structure.
• Drop Totals or Details Fields Here - These are aggregate count, or summary results, of the fields defined in the filter, row, and column fields.

Pivot Toolbar Descriptions

These are the toolbar functions that are used by IT Analytics pivot tables.

Top Toolbar

• Open - Lets you load previously configured and saved Pivot Table or Pivot Chart views. You must select the appropriate view from the list of available views.
• Save - Lets you save the configuration of a Pivot Table or Pivot Chart to allow for quick and easy access to the same information format in the future.
• Delete - Lets you delete the currently loaded Pivot Table or Pivot Chart view.
• Display as Pivot Table - Displays the data and results as a Pivot Table.
• Display as Pivot Chart - Displays the data and results as a Pivot Chart.

Pivot Toolbar

Pivot Tables and Charts

• Copy - Lets you copy the selected results. You must highlight the results that you want to copy.
• Sort Ascending - Sorts the selected column in ascending order. Click this button to select and clear the current sort order.
• Sort Descending - Sorts the selected column in descending order. Click this button to select and clear the current sort order.
• Auto Filter - Enables or disables auto filter function. Filter settings are retained as you toggle Auto Filter on and off. Fields with a filter applied will have a blue arrow at the selection field.
• Show As - Lets you change the format with which the data results are represented. Options include actual value or percent of values.
• Refresh - Refreshes the results of the pivot table.
• Export to Excel - Launches Microsoft Excel and exports the results into an Excel pivot table.
• Commands & Options - Lets you configure advanced options for the Pivot Table or Pivot Chart such as font type, font size, sorting, column headings, legends, colors, and s forth.
• Field List - Displays the available attributes within the cube. Each can be added to the pivot table to shape your results.

Pivot Charts Only

• Chart Type - Displays the available chart types that may be displayed (Examples: Bar, Area, Line, and Pie).
• Show/Hide Legend - Toggles the chart legend display on and off.
• By Row/Column - Switches the X-axis of the chart to either Row or Column headings allowing the data displayed in the chart to be represented properly.

Saving and Loading Pivot Table Views

You can save Pivot configurations, or views, in both chart and table formats to avoid having to reconfigure Pivot views which you commonly access. In addition, these saved views can be private, available only to the user which created it, or made publicly available to all console users. Launch the Altiris 6.0 Console.

To save a Pivot View

1. Configure a Pivot Table or Chart as desired.
2. From the toolbar at the top of the Pivot page, select the Save icon.
3. On the Save Pivot View dialog, choose from the following options:
   
   1. Save as New View - saves the current configuration as a new view with the name you specify.
   2. Save as Existing View - overwrites a previously saved view with the current configuration.
4. Select Available to All Users if this view should be made public; otherwise leave the box cleared.
5. Select Save.

To load a Pivot View

1. In the Altiris 6.0 Console, navigate to the IT Analytics Tab.
2. In the left pane, expand to IT Analytics > Pivot Tables and select the Cube which contains the saved view. Example: Asset Cube.
3. From the toolbar at the top of the Pivot page, select the Open icon.
4. Select the saved view to load from the drop-down menu.
5. Select Open
   
   Note: After opened, the page refreshes and displays the name of the view under the name of the cube.
6. Modify the Pivot configuration as required.
7. From the toolbar at the top of the Pivot page, select the Save icon.
8. On the Save Pivot View dialog, choose from the following options:
   
   1. Save as New View - saves the current configuration as a new view with the name you specify.
   2. Save as Existing View - overwrites a previously saved view with the current configuration.
9. Select Available to All Users if this view should be made public; otherwise leave the box cleared.
10. Select Save.
    
    Note: After saved, the page refreshes and displays the name of the view under the name of the cube.

To delete a Pivot View

1. In the Altiris 6.0 Console, navigate to the IT Analytics Tab.
2. In the left pane. expand to IT Analytics > Pivot Tables and select the Cube which contains the saved view. Example: Asset Cube.
3. From the toolbar at the top of the Pivot page, select the Open icon.
4. Select the saved view to delete from the drop-down menu.
5. Select Open.
   
   Note: After opened, the page refreshes and displays the name of the view under the name of the cube.
6. From the toolbar at the top of the Pivot page, select the Delete icon.
7. Click OK when prompted to verify the deletion of this view.
8. Click OK when prompted to acknowledge that the view has been deleted.
   
   Note: After deleted, the page refreshes with no named view under the name of the cube.

Displaying Pivot Results as a Table or Chart

You can display Pivot data as either a table or chart. Tables and Charts both allow user interaction and the ability to drag and drop available fields. While Pivot Tables enable users to expand and collapse rows and columns to identify specific values, Pivot Charts enable users to see a summary of that information in graphical format for easier comparison. The default presentation is a Pivot Table.

To switch to a Pivot Chart

1. In the Altiris 6.0 Console, navigate to the IT Analytics Tab.
2. In the left pane, expand to IT Analytics > Pivot Tables and select the Cube for which you would like to configure a Pivot Chart. Example: Asset Cube.
3. From the toolbar at the top of the Pivot page, select the Display as Pivot Chart icon.

As with Pivot Tables, available fields can be positioned on the chart by dragging and dropping fields from the Field List box, and filters can be used for each desired field to define the data displayed in the chart. Example: Active Assets only.

To switch to a Pivot Table

1. In the Altiris 6.0 Console, navigate to the IT Analytics Tab.
2. In the left pane, expand to IT Analytics > Pivot Tables and select the Cube for which you would like to configure a Pivot Chart. Example: Asset Cube.
3. From the toolbar at the top of the Pivot page, select the Display as Pivot Table icon.

Exporting Pivot Table Results

You can export data from the pivot table list to other programs, such as Microsoft Excel. If you want to further analyze the data or print a customized version of the data, you can export the list to a Microsoft Excel pivot table. To do this, click the Export to Excel toolbar button and follow the on-screen instructions.