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Configure pivoting screens

Learn how to configure pivoting screens.

Pivoting screens allow users to explore entity data across multiple dimensions. They are used for profiling distributions, performing segment-based analysis, or tracking metrics by category or geography.

Table of fields

The following table lists parameters used in pivoting screens:

ParameterDescriptionPossible Values
attributeTypes (optional)Defines which attributes are available for pivoting or drill-down operations.PivotingAttribute[]. See the PivotingAttribute section following the table for more details.
viewsSpecifies which charts or filtered entity facets are shown on the pivot page. FilteredEntitiesViewConfig[]. See the FilteredEntitiesViewConfig section following the table for more details.
layoutDetermines how each view is arranged on the page, such as in rows or columns.
PivotingAttribute
  • uri (string) The primary attribute URI used for pivoting.

  • children (optional, string array) List of sub-attribute URIs. Use this if the pivoting attribute is nested and you want to target specific sub-attributes.

  • popup (optional, object) Configuration for the pivoting popup. Includes:

    • label (string) The caption displayed on the pivoting popup.

    • entityType (string) The entity type URI. Only entities of this type are shown in the popup.

FilteredEntitiesViewConfig
  • canRead (optional, string array) Defines which user permissions are required to access this view.

  • component (DashboardViewType) Specifies the type of dashboard view. Must be 'FilteredEntitiesViewFacet'.

  • filters (optional, DashboardViewFilter[]) Configuration for filters applied to the view.

  • id (string) A unique identifier for the view.

  • max (optional, number) Maximum number of rows to display per page.

  • title (optional, string) The display title of the view.

Example - pivoting entry

{
  "attributeTypes": [
    { "uri": "configuration/entityTypes/HCP/attributes/FirstName" },
    { 
      "uri": "configuration/entityTypes/HCP/attributes/Location",
      "popup": { "label": "Location Lookup", "entityType": "configuration/entityTypes/Location" }
    }
  ],
  "views": [
    {
      "id": "viewOne",
      "component": "DashboardFacet",
      "chartType": "bar",
      "attributeUri": "configuration/entityTypes/HCP/attributes/FirstName"
    },
    {
      "id": "viewTwo",
      "component": "FilteredEntitiesViewFacet",
      "filters": [{ "fieldName": "attributes.Status", "filter": "equals", "values": ["Active"] }]
    }
  ],
  "layout": [
    { "id": "viewOne", "x": 0, "y": 0, "width": 2, "height": 2 },
    { "id": "viewTwo", "x": 2, "y": 0, "width": 2, "height": 2 }
  ]
}