From b842528c9f5185629cf4e21f43161f0cc00e9fde Mon Sep 17 00:00:00 2001 From: Morten Lonskov Date: Mon, 22 Jan 2024 09:10:55 +0100 Subject: [PATCH 1/3] Create pivot grid documentation --- te3/features/pivot-grid.md | 27 +++++++++++++++++++++++++++ 1 file changed, 27 insertions(+) create mode 100644 te3/features/pivot-grid.md diff --git a/te3/features/pivot-grid.md b/te3/features/pivot-grid.md new file mode 100644 index 00000000..8f4d73ff --- /dev/null +++ b/te3/features/pivot-grid.md @@ -0,0 +1,27 @@ +--- +uid: pivot-grid +title: Pivot Grids +author: Morten Lønskov +updated: 2024-01-22 +applies_to: + editions: + - edition: Desktop + - edition: Business + - edition: Enterprise +--- +# Pivot Grids + +After adding or editing DAX measures in a model, it is common for model developers to test these measures. Traditionally, this was typically done using client tools such as Excel or Power BI. With Tabular Editor 3, you can now 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 test the behavior of your DAX measures when filtering and slicing by various columns and hierarchies. + +To create a new Pivot Grid, use the **File > New > Pivot Grid** option. From here, you can either drag measures, columns and hierarchies 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). + +![Show Fields Pivot](~/images/show-fields-pivot.png) + +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. + +![Customizing Pivot Grids](../images/customizing-pivot-grids.png) + +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. + +> [!Note] +> The Pivot Grid is an third-party tool and has certain inbuilt limitations. Two specific limitations are that it does not work with [hidden fields](https://github.com/TabularEditor/TabularEditor3/issues/345) and it only show column and row values when there are [measure present](https://github.com/TabularEditor/TabularEditor3/issues/776) \ No newline at end of file From f2599c6432cdd0f0f96cfec25cc8452352a03f8c Mon Sep 17 00:00:00 2001 From: Morten Lonskov Date: Mon, 22 Jan 2024 09:19:12 +0100 Subject: [PATCH 2/3] Update TOC --- te3/toc.md | 1 + 1 file changed, 1 insertion(+) diff --git a/te3/toc.md b/te3/toc.md index 7dcf3e94..6ae4bbe6 100644 --- a/te3/toc.md +++ b/te3/toc.md @@ -26,6 +26,7 @@ ### @metadata-translation-editor ### @dax-debugger ### @dax-query +### @pivot-grid ## Files formats ### @supported-files ### @tmdl From 729387ed99d29d0e3affb106ad5517b81af92531 Mon Sep 17 00:00:00 2001 From: Daniel Otykier Date: Mon, 22 Jan 2024 13:04:09 +0100 Subject: [PATCH 3/3] Update pivot-grid.md Typos and clarifications --- te3/features/pivot-grid.md | 9 ++++++--- 1 file changed, 6 insertions(+), 3 deletions(-) diff --git a/te3/features/pivot-grid.md b/te3/features/pivot-grid.md index 8f4d73ff..669649db 100644 --- a/te3/features/pivot-grid.md +++ b/te3/features/pivot-grid.md @@ -11,17 +11,20 @@ applies_to: --- # Pivot Grids -After adding or editing DAX measures in a model, it is common for model developers to test these measures. Traditionally, this was typically done using client tools such as Excel or Power BI. With Tabular Editor 3, you can now 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 test the behavior of your DAX measures when filtering and slicing by various columns and hierarchies. +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. -To create a new Pivot Grid, use the **File > New > Pivot Grid** option. From here, you can either drag measures, columns and hierarchies 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). +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). ![Show Fields Pivot](~/images/show-fields-pivot.png) 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. +> [!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). + ![Customizing Pivot Grids](../images/customizing-pivot-grids.png) 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. > [!Note] -> The Pivot Grid is an third-party tool and has certain inbuilt limitations. Two specific limitations are that it does not work with [hidden fields](https://github.com/TabularEditor/TabularEditor3/issues/345) and it only show column and row values when there are [measure present](https://github.com/TabularEditor/TabularEditor3/issues/776) \ No newline at end of file +> 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).