Hi Forum,
My question is on emailing and downloading pdfs with pivot tables from dashboards. If a dashboard includes a pivot table, not all columns or rows are shown in the PDF or email. They become cut off.
Unfortunately the pivot table is needed. It is the best way to show all the information for a specific audience.
We can manually create a pdf with all columns if we download from a widget, but we want this to be automated and emailed, which you can not do from a widget.
Is there anything we can do? We have tried changing the PDF to A3, extending rows to 200,
We are on Tessitura Analytics version 15.0.3
Thank you,
Siorna and the Ticketing team!!!
Hi Siorna,
Have you already narrowed your column width as much as possible in the widget editor? Also, do you know how to edit the PDF formatting in Analytics before scheduling it? I've had success with changing the format to Landscape, getting rid of as much extraneous detail as possible (Dataset name, data as-of etc), and making the columns narrower to start off with. (Here's the PDF formatting I'm talking about:
Hope that's helpful! And if you've already tried all of this, the only other thing I can think of it's maybe finding a way to split out the pivot table into multiple widgets with filters that would essentially allow you to have multiple "pages" of the pivot table (each "page" being a separate widget would allow you to have them on separate pages of the PDF) so that you can display all the rows. If the issue is too many rows rather than too many columns I doubt the edits above will help very much!
Sarah Covie
PortTIX, LLC. | Database Manager | 20 Myrtle Street, Portland, ME 04101 | 207-842-0800 | www.porttix.com
Siorna,
I had the same issue as my VP wants a passive amount of data emailed to her daily as a PDF. The way I got around it was to do exactly what Sarah illustrates. I broke our entire season into multiple widgets that represented months and then made sure the concerts were listed chronologically. I had to expand to legal and reduce the column headers with wrap-text, then play around with it in PDF edit mode. See dash and PDF files attached. I hope that helps.
Best,
MichaelKBSalesReport.dashKB Sales Report 12-18-19.pdf
Hi Sarah and Michael,
Thank you so much for your suggestions. We've nearly got it to work for the columns with these tips and your absolutely right, if we break the rows out into multiple widgets more PDF pages appear so we can schedule. That's great to know.
Unfortunately the report we were hoping to schedule is our sales by performance report, for all productions on sale. This is usually a tess report that we were hoping to replace with analytics dashboard. The workaround of creating widgets for all the individual productions is way too manual, instead of an automated filter on one widget by date.
Does anyone know why the PDF dashboard cant be configured to show all rows in a pivot widget?
Thanks again for all your support!
Siorna
Hi Folks --
We just ran into this same limitation. We took the same approach as everyone on this thread -- manually paginating a single Pivot Table widget using multiple widgets in a dashboard -- but made it more sustainable with a little customization magic and the use of the ORDERING() function. We added a custom Cube Table to the Seats and Tickets Cube that ranks the Production Season of each Performance in our database by date of the first Performance in the Production Season. We then use the Sisense ORDERING() function to dynamically re-rank all rows, which we can then use as a filter for each widget in the dashboard. We display 20 rows per widget. If anyone changes the date range in the dashboard filter, it automatically paginates the results.
Happy to discuss this our approach in greater detail!
DGomez
We are also experiencing the issue with full pivot tables not printing the full data set. In our case, we are trying to create a customized report previously in Reports/Utilities of all donors with tickets to a particular performance and how many) in analytics to use for predicting guest counts for our donor lounge for any performance. Since we would like to ultimately "just press print as PDF", the date range ordering may not be a good option for us long term, since for popular shows there could be 100 households on the list and many people accessing the report will be viewing the report on paper or as an email attachment.
What I did find as a temporary solution was that if you wanted to only print the pivot table widget alone, you could do so by selecting the PDF option on the Download menu on the widget (accessed by the three dots). This gave me the full pivot table across multiple pages. Ultimately, we would like to print the full dashboard as one running PDF, but this will suffice for now.
Hope this helps!
Rachel M.