Pivot data

Business reporting and analysis often involve pivoting data and interchanging the order of row dimensions.

Under the 'Pivot' option, Lumel EPM allows you to reorder, show, or hide specific row dimensions. This option allows you to create aggregated tables or views within the EPM planning sheet, with different combinations of row dimensions.

There is also a Pivot Explorer, which, when enabled, retains all your pivot views so you can easily switch between them for analysis.

1. Create a Pivot View

Creating pivot views inside your planning sheets is a simple, straightforward process outlined below:

STEP 1: Click Plan > Pivot.

Click on 'Pivot'

STEP 2: Enter a relevant name for the pivot view.

Pivot view name

STEP 3: Add required row dimensions by selecting the checkboxes. Click Save.

Add row dimensions to pivot view

The required pivot view is created, as shown below, with all data aggregated by region.

Pivot view—region-wise

2. Add more Pivot Views

STEP 1: Click on the Pivot option again and click the Add link to create more pivot views.

Add new pivot view

STEP 2: Name this view, add the required row dimensions, and click Save to add the new pivot view.

New pivot view

3. Pivot Explorer

We have created two pivot views, and you can switch between them using the Pivot Explorer.

Pivot Explorer

• Use the pencil icon in the pivot explorer to configure new views or edit existing views.

• You can close/disable this explorer by clicking on the 'x'.

• To enable Pivot Explorer again, click the down arrow below the 'Pivot' option and toggle the button.

Enable/Disable option for Pivot Explorer

4. Duplicate or Delete a Pivot View

To duplicate or delete a pivot view, click on the highlighted button beside the view and then choose the required option, as below:

Duplicate or delete a view

Even within each pivot view, you can create data inputs, forecasts, formulas, snapshots, and scenarios corresponding to each combination of dimensions available. The pivot view/table you create also lets you enter numbers at the higher level and allocate them proportionally to all the relevant sub-levels.

Notice how the single select (Status) and formula (GrossProfit) values appropriately change based on the pivot selection.

Switching between pivot views

Infobridge offers the ability to pivot data by interchanging or reassigning fields in rows and measures. You need to import your planning sheets to a bridge for generating different pivot views.