Pivot

Question 1

What is the purpose of Pivot in data analysis?

Answer 1

To quickly analyze workspace data to identify trends or patterns.

Question 2

How can you summarize data using Pivot?

Answer 2

In tables or charts, simplifying the analysis process.

Question 3

What do you need to specify to generate a Pivot report?

Answer 3

A field for grouping data totals and a secondary field.

Question 4

What is the format of the results displayed in a Pivot grid?

Answer 4

A table format that can be customized.

Question 5

Who can create custom Pivot profiles?

Answer 5

System admins or users with the appropriate permissions.

Question 6

What can you configure in a Pivot profile?

Answer 6

Field information and formatting for charts, including line, pie, and bar graphs.

Question 7

What fields cannot be used for Pivot On or Group By?

Answer 7

Long Text fields due to performance impact.

Question 8

What are Pivot profiles used for?

Answer 8

To create, save, and edit custom pivot settings.

Question 9

What happens when you select a saved Pivot profile?

Answer 9

The fields in the Pivot menu populate with predefined values.

Question 10

What is a requirement for creating or editing a Pivot profile?

Answer 10

You must have the required permissions.

Question 11

What is the first step to create or edit a Pivot profile?

Answer 11

Navigate to the Pivot Profiles tab.

Question 12

What does the ‘Group By’ field do in a Pivot profile?

Answer 12

Acts as the Group By value in the profile.

Question 13

How can you specify the date values for the Group By field?

Answer 13

By selecting options like Date, Year, YearMonth, Week, and TwoWeeks.

Question 14

What are the possible chart types you can select in a Pivot profile?

Answer 14

• Bar
• Pie
• Line
• Table

Question 15

What does the ‘Sort On’ option determine in a Pivot profile?

Answer 15

The basis on which the chart information is sorted.

Question 16

What options are available for sorting records in a Pivot profile?

Answer 16

• Ascending
• Descending

Question 17

What does the ‘Show Grand Total’ toggle do?

Answer 17

Displays the grand total in the pivot chart.

Question 18

What is required to enable the Add Widgets button for an RDO?

Answer 18

Select Enabled for the Pivot property in the Object Type Information section.

Question 19

What colors are included in the Pivot color map?

Answer 19

Expanded to include 14 colors.

Question 20

What happens if a chart has already assigned colors?

Answer 20

The chart will maintain those colors.

Question 21

What is the first step to add a new pivot chart to a dashboard?

Answer 21

Click Add Widget, then select Pivot from the drop-down menu.

Question 22

What should you do if you want to select a field that does not have the Enable By option?

Answer 22

Hover over the desired field in the list and click the Enable icon.

Question 23

What does the Group By Results Returned field specify?

Answer 23

The number of results that will be returned.

Question 24

What are the options for summarizing data by date in a Pivot report?

Answer 24

• Every Day
• Every Week
• Every Two Weeks
• Every Year
• Every Month

Question 25

What happens when you click the Toggle widget menu icon in a Pivot widget?

Answer 25

It displays the Pivot options pane.

Question 26

What can you do in the Properties section of the Pivot options pane?

Answer 26

* Edit Pivot * Save Pivot Profile * Maximize * Remove

Question 27

What export formats are available for a Pivot?

Answer 27

* Export PNG * Export XLSX

Question 28

What does the bar chart display in a Pivot?

Answer 28

Results in a standard bar format.

Question 29

How are the results displayed in a pie chart?

Answer 29

In a standard pie format.

Question 30

What does the stacked bar chart display?

Answer 30

Multiple Pivot On results for your Group By values.

Question 31

How is the line chart formatted in a Pivot?

Answer 31

Displays results in a standard line format.

Question 32

What is the purpose of the circle on either end of the slider in a stacked bar chart?

Answer 32

To determine how zoomed in or out the stacked bar chart is

Question 33

What action allows you to zoom back out on a line chart?

Answer 33

Click on the circle within the chart

Question 34

What can you do by clicking any item on a chart?

Answer 34

View more information about that item

Question 35

How can you filter the Document list from a Pivot chart?

Answer 35

Double-click on an item to filter the list

Question 36

What keyboard action activates multi-select mode for charts?

Answer 36

Ctrl + Click

Question 37

What are the two export options available for a Pivot or cluster visualization widget?

Answer 37

* Export PNG * Export XLSX

Question 38

What happens when you select Export PNG?

Answer 38

The widget is exported as a PNG image file and automatically downloads it locally

Question 39

Do you need Microsoft Excel installed to export to Excel?

Answer 39

No, except for viewing the exported file

Question 40

What is the default sort order of Pivot table results?

Answer 40

Descending order based on the Group By (X) field

Question 41

How can you modify the sort order in a Pivot table?

Answer 41

Click on any of the column headers

Question 42

What happens when you click a cell in a Pivot table and then click Apply?

Answer 42

The Document list refreshes to display only the results from that cell

Question 43

What icon do you click to filter on a numeric field in a Pivot table?

Answer 43

The filter icon

Question 44

What operator is used to filter results that are not equal to a specific value?

Answer 44

!=

Question 45

What action is required to clear a filter in a Pivot table?

Answer 45

Click the Clear Filter icon

Question 46

To filter results from the Group By (X) field, what do you need to enter?

Answer 46

A numerical value in the text field at the top of the column