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Create pivot grid documentation (#84)
* Create pivot grid documentation --------- Co-authored-by: Daniel Otykier <[email protected]>
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uid: pivot-grid | ||
title: Pivot Grids | ||
author: Morten Lønskov | ||
updated: 2024-01-22 | ||
applies_to: | ||
editions: | ||
- edition: Desktop | ||
- edition: Business | ||
- edition: Enterprise | ||
--- | ||
# Pivot Grids | ||
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After adding or editing DAX measures in a model, it is common for model developers to test these measures. Traditionally, this was done using client tools such as Excel or Power BI. With Tabular Editor 3, you can use **Pivot Grids** which behave much like the famous PivotTables of Excel. The Pivot Grid lets you quickly create summarized views of the data in your model, allowing you to test the behavior of your DAX measures when filtering and slicing by various columns and hierarchies. | ||
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To create a new Pivot Grid, use the **File > New > Pivot Grid** option. From here, you can either drag measures, columns and hierarchies directly from the TOM Explorer into the grid, or you can use the **Pivot Grid > Show fields** menu option to display a popup list of all fields that can be dragged into the Pivot Grid (see screenshot below). | ||
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As fields are dragged into the Pivot Grid, Tabular Editor generates MDX queries that are sent to Analysis Services, to display the resulting data. In this regard, the behavior is very similar to Pivot Tables in Excel. You can rearrange fields in the Pivot Grid by dragging and dropping, and there are various right-click menu options available for customizing how the data is displayed. | ||
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> [!IMPORTANT] | ||
> Since Pivot Grids relies on the Analysis Services engine for query execution, this feature is not available when working in offline mode (such as when editing a model.bim file in Tabular Editor, without a connection to a workspace database). | ||
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The Pivot Grid is automatically refreshed when a change is made to the model or a refresh operation finishes. You can toggle this auto-refresh capability within the **Pivot Grid** menu. | ||
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> [!Note] | ||
> The Pivot Grid currently does not work with [hidden fields](https://github.com/TabularEditor/TabularEditor3/issues/345). As a workaround, temporarily unhide the field and save the model, before dragging the field into the Pivot Grid. Moreover, the Pivot Grid only displays values on rows/columns [when at least one measure is present](https://github.com/TabularEditor/TabularEditor3/issues/776). |
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