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The pivot table editor provides a visual interface for configuring dimensions, measures, and filters.

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Overview

The editor allows you to:
  • Drag fields to Rows, Columns, or Values areas
  • Reorder dimensions by dragging
  • Configure aggregations and calculations
  • Apply filters visually
  • Remove fields by dragging out
The pivot editor is part of TeeBI’s visual controls and requires VCL or FireMonkey.

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Using the Editor

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Design-Time Setup

  1. Drop a TBISummary component on a form
  2. Set the Data property to your data source
  3. Right-click and select “Pivot Editor”

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Runtime Configuration

uses
  BI.Summary, BI.DataItem;

var
  Summary: TSummary;
  Data: TDataItem;
begin
  Summary := TSummary.Create(nil);
  try
    Summary.Data := Data;
    
    // Show editor dialog (requires VCL/FMX)
    if EditSummary(Summary) then
    begin
      // User clicked OK
      Result := Summary.Calculate;
    end;
  finally
    Summary.Free;
  end;
end;

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Editor Areas

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Fields List

Shows all available fields from your data:
  • Drag fields to Rows, Columns, or Values
  • Search/filter the fields list
  • Shows field data types with icons

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Rows Area

Fields placed here create row groupings:
  • Multiple fields create hierarchies
  • Order determines grouping levels
  • Right-click for field options

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Columns Area

Fields placed here create column groupings:
  • Cross-tabulates with row fields
  • Multiple fields create nested columns
  • Drag to reorder

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Values Area

Fields placed here are aggregated:
  • Select aggregation type (Sum, Count, etc.)
  • Configure calculations (%, running totals)
  • Multiple measures show side-by-side

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Field Configuration

Right-click a field in any area:

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For Dimensions (Rows/Columns)

  • Sort Ascending/Descending - Order values
  • Date Grouping - Group by Year, Quarter, Month, etc.
  • Histogram - Create numeric intervals
  • Remove - Remove from pivot table

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For Measures (Values)

  • Aggregation - Change Sum, Count, Average, etc.
  • Show as Percentage - % of Total, Row, or Column
  • Running Total - Cumulative sum
  • Difference - Change from previous
  • Missing Values - Treat as zero

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Filters

Filter data before aggregation: 
var
  Filter: TExpression;
begin
  // Create filter expression
  Filter := Data['Year'] = 2024;
  Summary.Filter := Filter;
  
  // Or use the editor's filter builder
  // Click "Filter" button in editor toolbar
end;
See BI.Summary.pas:466 for the Filter property.

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Having Clause

Filter after aggregation using TSummaryFilter (BI.Summary.pas:361-382): 
var
  Having: TSummaryFilter;
begin
  Having := Summary.Having;
  
  // Filter aggregated results
  Having.Add('Sum(Sales) > 10000');
end;
See BI.Summary.pas:467 for the Having property.

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Remove Missing

Automatically remove empty rows/columns using TRemoveMissing (BI.Summary.pas:384-396): 
Summary.RemoveMissing.Rows := True;     // Hide empty rows
Summary.RemoveMissing.Columns := True;  // Hide empty columns

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Sorting

Order results using SortBy: 
var
  SortItem: TSortItem;
begin
  // Sort by a dimension
  SortItem := Summary.SortBy.Add(Data['Category']);
  SortItem.Ascending := False;
  
  // Sort by aggregated value
  SortItem := Summary.SortBy.Add(MeasureData);
  SortItem.Ascending := False;
end;

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Complete Editor Example

uses
  BI.Summary, BI.DataItem, BI.Expression;

procedure ConfigurePivotTable;
var
  Summary: TSummary;
  Data: TDataItem;
  Measure: TMeasure;
  GroupBy: TGroupBy;
  Filter: TExpression;
begin
  Summary := TSummary.Create(nil);
  try
    Summary.Data := LoadSalesData;
    
    // Configure dimensions
    GroupBy := Summary.AddGroupBy(Data['Region']);
    GroupBy.Layout := TGroupByLayout.Rows;
    
    GroupBy := Summary.AddGroupBy(Data['Year']);
    GroupBy.Layout := TGroupByLayout.Items;
    
    // Configure measures
    Measure := Summary.AddMeasure(Data['Sales'], TAggregate.Sum);
    Measure.Calculation.Percentage := TCalculationPercentage.Total;
    
    // Apply filter
    Filter := Data['Year'] >= 2020;
    Summary.Filter := Filter;
    
    // Remove empty rows/columns
    Summary.RemoveMissing.Rows := True;
    Summary.RemoveMissing.Columns := True;
    
    // Sort by total sales descending
    Summary.SortBy.Add(Measure.DestData).Ascending := False;
    
    // Show editor for user customization
    if EditSummary(Summary) then
      DisplayPivotTable(Summary.Calculate);
  finally
    Summary.Free;
  end;
end;

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Keyboard Shortcuts

KeyAction
DeleteRemove selected field
F2Rename field
Ctrl+ZUndo last change
Ctrl+YRedo change
Ctrl+FFind field

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Next Steps

Overview

Learn pivot table basics

Visualization

Display pivot results in charts

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