OBI Quick Guide – Pivot Tables
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What is a Pivot Table?
A pivot table summarizes report results and allows you to view trends in data. Customizing a pivot table in OBI
lets you group your data in various ways so you can draw conclusions more easily.
There is a dedicated OBI dashboard, Cost Detail (Pivot), that includes templates as a starting point to customize
and save pivot reports.
Areas of a Pivot Table
1. X Axis (horizontal) Column Labels (e.g., Expenditure Category and Expenditure Type)
2. Y Axis (vertical) Column Labels (Time Series, e.g., FY Period)
3. Value Label (Cost)
4. Subtotal (e.g., Indirect Cost Total)
5. Column Level Total (i.e., farthest right column under Total)
6. Row Level Total (last row of the report labeled Total)
Available Actions for Customizing a Pivot Table
There are several actions available for customizing Pivot Tables:
Move a column
Include (i.e., add) a column
Exclude (i.e., remove) a column
Remove values
Add Subtotals
Add row-level Totals
Sort
Add table Prompts
Add table Sections
Group values