SYNTECH
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    Video tutorial

    How to create a Syntech Pivot table in Creatio

    Step-by-step setup from an empty component to a table, chart, and record drill-down

    A step-by-step guide to creating a Pivot table using Syntech Pivot for Creatio, from an empty component to a working table and chart.

    What is shown, in order:
    — adding the "Pivot Table" component to the Creatio page;
    — connecting the data source — a related object;
    — adding a field to rows (State) and a field to values (Contract) with an aggregation type (Sum / Count / Unique / Min. / Max. / Average);
    — quick settings: Show total row, Show total column, Hierarchy mode, sorting and date format;
    — switching from table mode to a chart (Bar chart);
    — clicking a cell to drill down to the underlying records.

    Available here

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