Direct Answer: How to Add a Pivot Widget in OnePlan
To add a Pivot widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Pivot, choose the field to display as values and the fields to group by as columns and rows, optionally add a filter, and click Add. The pivot widget displays data in a dynamic cross-tabulation grid.
Note: The widget is labeled Pivot in the OnePlan interface. It may also be referred to as a Pivot Chart or Pivot Table in documentation.
What This Article Covers: Pivot Widgets
This article explains how to configure and add a Pivot widget to a reporting dashboard in OnePlan. It covers every field in the Add Pivot Widget form and provides configuration examples.
What you will accomplish
Add a Pivot widget that dynamically groups and cross-tabulates your data across two dimensions — rows and columns — to surface patterns that are hard to see in flat charts or tables.
Before You Begin: Pivot Widgets
- You must have an existing dashboard tab. See How to Create a Reporting Dashboard Tab in OnePlan if you haven't created one yet.
- Pivot widgets are available with Financials, Resource Plans, and Timesheets data sources, and on Timesheet and Global Resource Plan dashboards.
- For the full availability matrix, see Reporting Widgets in OnePlan - Overview.
Why This Matters: Pivot Widgets
Cross-Tabulate Data Across Two Dimensions
A Pivot widget organizes data into a grid where one field defines the rows and another defines the columns. The Values field is summarized at every row-column intersection. This is the most effective way to answer questions like "How much was spent per resource role per month?" or "What are the actuals by cost type per quarter?"
Purpose-Built for Financial and Resource Data
The Pivot widget is designed for the data sources where cross-tabulation adds the most value — financial plans and resource plans, where you frequently need to compare multiple periods, roles, or cost types side by side in a structured grid.
More Flexible Than a Chart for Tabular Comparisons
Where a chart collapses data into a visual, a Pivot keeps every intersection visible as a number in a cell. This makes it better suited for detailed analysis where viewers need to read and compare individual values rather than grasp a trend.
Step-by-Step: Adding a Pivot Widget in OnePlan
Task: Open the Add Pivot Widget Form
- Navigate to the dashboard tab where you want to add the pivot.
- Click New > Widget.
- Select a data source. Pivot widgets are available with:
- Financials (Portfolio Area and Plan dashboards)
- Resource Plans (Portfolio Area and Plan dashboards)
- Timesheets (Plan dashboards)
- Timesheet and Global Resource Plan dashboards (no data source selection required)
- Click Pivot. The Add Pivot Widget form
Task: Configure the Pivot Widget
The Pivot form has three fields that define the structure of the grid:
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Title (checkbox) — Check to display the widget title on the dashboard. Checked by default. There is no Legend checkbox.
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Title — Enter a label. Defaults to "Pivot". Example: "Financials by Cost Type and Quarter", "Resource Allocation by Role and Month".
-
Values — Choose the field to display in the grid cells. This is the measure being summarized at each row-column intersection. Example: Budget, Actuals, Allocated Hours.
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Columns — Choose the field that defines the column headers. Example: Quarter, Month, Cost Type.
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Rows — Choose the field that defines the row headers. Example: Business Unit, Resource Role, Plan Type.
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Add a Filter — Optionally restrict the pivot's data. The label reflects the active data source (e.g., Add a Financials Filter, Add a Resource Plans Filter, Add a Work Items Filter).
Warning: Widget-level filters layer on top of dashboard-level filters. If they conflict, the pivot may show no data.
Task: Add the Pivot to the Dashboard
- Click Add. The pivot grid appears on the dashboard.
- Click Save to save the dashboard.
Frequently Asked Questions: Pivot Widgets
Q: How do I add a Pivot widget to a reporting dashboard in OnePlan?
A: In OnePlan, open the dashboard tab, click New > Widget, select a data source that supports Pivot (Financials, Resource Plans, or Timesheets), click Pivot, choose the Values, Columns, and Rows fields, optionally add a filter, and click Add. Then click Save.
Q: What is the difference between Columns and Rows on a Pivot widget in OnePlan?
A: In OnePlan, Columns defines the field whose values become the column headers across the top of the pivot grid, and Rows defines the field whose values become the row headers down the left side. The Values field is summarized at each intersection. For example: Rows = Business Unit, Columns = Quarter, Values = Budget shows total budget per business unit per quarter.
Q: Does the Pivot widget have an Aggregate setting in OnePlan?
A: In OnePlan, the Add Pivot Widget form does not include a separate Aggregate dropdown — aggregation is handled automatically based on the data source and field selected in Values.
Q: Why is the Pivot option not showing for my data source in OnePlan?
A: In OnePlan, the Pivot widget is available with Financials, Resource Plans, and Timesheets data sources. It is not available with the Plans, Work Items, or Plan data sources. If you have selected one of those, switch to a supported data source to see the Pivot option.
Q: What data sources support Pivot widgets in OnePlan?
A: In OnePlan, Pivot widgets are available with Financials, Resource Plans, and Timesheets data sources on Portfolio Area and Plan dashboards, and are available on Timesheet and Global Resource Plan dashboards where no data source selection is required.
What to Do Next: Pivot Widgets
Add more widget types:
Manage widgets after adding them:
See a complete worked example:
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