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Toad for SQL Server 5.7

You are here: Create and Manage Reports > Design Pivot Grids > Pivot and Chart Data

Pivot and Chart Data

Use Toad pivot grids to reorganize and summarize data to create meaningful reports. You can sort and sum data independent of the original data layout. This is useful for creating financial and statistical reports. For example, a bookstore owner can analyze sales by time periods (quarterly, monthly, etc.) for each customer or each genre, or can identify the top 10 customers or authors.

Caution: Adding a large number of columns or rows to a pivot grid can adversely affect Toad's performance because of the computations required to generate the pivot grid.

To pivot and chart data

Execute a statement in the Editor or Query Builder to generate results.
Select the Pivot & Chart tab in the Results pane.

Important: You cannot save a pivot grid or chart from the Pivot & Chart tab. If you want to save a pivot grid or chart, you must right-click the Results tab and select Send To | <Pivot Grid or Chart>.

Drag any field in the Pivot Grid Field List window to a destination area in the pivot grid to apply changes to either the pivot grid or chart. The following destination areas control how data in your pivot grid or chart displays.

Field Name	Impact on Pivot Table	Impact on Chart
Drop Row Fields Here	Displays rows down the left side of the grid for each field value. Consider the following when adding fields to the row area: If you add multiple fields to the area, subtotals display. You can limit which data values display by clicking beside the field (enabled when you click the field).	Displays rows in the legend.
Drop Column Fields Here	Displays columns across the top of the grid for each field value. Consider the following when adding fields to the row area: If you add multiple fields to the area, subtotals display. You can limit which data values display by clicking beside the field (enabled when you click the field).	Displays columns along the X axis. You can limit which data values display by clicking beside the field (enabled when you click the field).
Drop Data Items Here	Displays totals for each column/row and a grand total column for each row.	Displays totals for each column/row and a grand total.
Drop Filter Fields Here	Specify a field and select which values you want included in the grid. Filter fields do not display in the pivot grid, but you can limit the data in the pivot grid for specified filter fields. Once a field is in the filter area, click to set the filter.	Specify a field and select which values you want included in the grid. Filter fields do not display in the pivot grid, but you can limit the data in the pivot grid for specified filter fields. Once a field is in the filter area, click to set the filter.
Troubleshooting: If you execute a different SQL statement, in some cases, the Pivot and Chart tab still displays data from the previous execution. To resolve this issue, remove any fields from the pivot grid. You can then use the Pivot Grid Field List window to add fields from the current statement to the grid.

For a chart, select the type of chart you want to use to display data from the Type list.

Tips:

You can right-click a field to set up default grid information, define conditional styles, refresh data, or edit the underlying query.
To export data to an Excel pivot table, right-click the data and select Quick Export | Excel Instance Pivot Table.
You can right-click data and select Send To | Pivot Grid to open a pivot grid without chart functionality.