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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