Configure a Metric Table Query in the Pivot View

A Metric query in the Pivot View displays tonnes, grade, metal, or other key measures grouped and summarised by fields such as pit, ore body, domain, or time period. You can also include preconfigured comparisons as part of your filtered dataset, giving you more flexibility when analysing results. You can use the Metric option when you want to see both raw values and adjusted values in one place — for either a metric or a comparison.

Use the Configure Data and Configure Display panels and the filters at the top of the Pivot View screen to build a movement table query.

Activity Steps

1. Open the Pivot View Screen.

   The Pivot View screen displays either a default configuration or your most recently viewed configuration.

2. Apply a Period filter to ensure the dataset you select (at a later step) is within the required reporting period:
   1. At the top of the screen, check the Period selection box.
   2. Select the required Period filter.
   3. Click the Apply Filters & Refresh icon.
3. Select and configure the dataset:
   1. Click the Configure Data icon on the right hand toolbar.

      The Configure Data panel displays.

   2. Set the Source to Metric.

      Note: The Metric option displays standard metrics and allows you to include preconfigured comparisons as part of the dataset.

   3. Select and arrange dimensions:
      1. From the Columns drop-down list, select dimensions such as Metric, Date Shift and Source. Optionally, select additional grouping fields such as Material Type and Date.

         Note: Depending on your selections, additional underlying dimensions may appear. The Metric dimension also includes available comparisons that have been preconfigured in the Comparisons Screen. If no comparisons are listed, ensure they have been created there first.

      2. From the Rows drop-down list, select grouping dimensions such as Pit Orebody, Domain and Month.

         Tip: Group by Month or Orebody to see how differences between datasets change over time or across material types.

      3. To remove a selected dimension as a grouping field in the table, uncheck its selection box.
      4. To delete a selected dimension, click its delete icon.
      5. To change how data is grouped, drag and drop selected dimensions within and between the Columns and Rows lists. Or, use the Swap Columns and Rows option to swap all selected dimensions from column to row and vice versa.
   4. From the Values drop-down list, select the attributes to display; for example, Wet tonnes, Grade (such as Au, Cu) and Metal.

      Important: You must select at least one value to display in the chart or table.

   5. Click Apply or Apply & Close to update the screen's chart or table.
4. To refine the dataset by any dimension (for example, metric, date range, location or material type):
   1. At the top of the screen, select a Custom filter and filter dimension.

      Note: You can also filter by a specific comparison if you want to focus only on certain relationships between datasets.

   2. Click the Apply Filters & Refresh icon.
5. Configure how the dataset displays:
   1. Click the Configure Display icon on the right hand toolbar.

      The Configure Display panel displays.

   2. Select the View Mode from:
      • Chart and table
      • Chart only
      • Table only

        Note: Charts let you visualise your metric or comparison data as grouped bars, lines, or pie charts. Charts help highlight patterns, trends and outliers that may not be obvious in a table.

   3. If required, select the Chart Type from:
      • Grouped Bars
      • Line
      • Pie
   4. If required, select the Chart Colour Dimension to display that dimension's configured colours on the chart (see Colours). The available options are determined by your selections for the Column and Row dimensions and Values on the Configure Data panel.
   5. Select whether to Include Totals. If selected, overall sums to display at end of the table rows and columns
   6. Select whether to Colour table metric values using control limits. If selected, the table displays colours on cells where the tolerance for comparisons have been configured. See Control Limit Styles and Comparison Calculations.
   7. If required, select the Chart Control Limits. The chart displays colours for selected metric where the tolerance has been configured. See Control Limit Styles and Comparison Calculations.
   8. Click Apply or Apply & Close to update the screen's chart or table.
6. To save this metric query with your selected dataset, filters and display settings, see Save a Configuration.