Configure a Stockpile Table Query in the Pivot View

A Stockpile Table in the Pivot View shows how stockpile balances, builds and reclaims change over time. This view is useful for tracking inventory changes and verifying that stockpile balances match expected levels.

Use the Configure Data and Configure Display panels and the filters at the top of the Pivot View screen to build a stockpile 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 Stockpiles.

      Note: The Stockpiles option displays opening balance, closing balance, additions, removals, adjustments and movement calculations for all stockpiles across your site.

   3. Select and arrange dimensions:
      1. From the Columns drop-down list, select dimensions such as Date Shift, Status or Stockpile.
      2. From the Rows drop-down list, select grouping dimensions such as Stockpile Name, Stockpile Group, or Ore Type.

         Tip: Use Month or Day as a grouping dimension to identify balance trends.

      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, Addition Wet tonnes, Reclaim Wet tonnes, Closing Balance 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 stockpile group, material type or date range:
   1. At the top of the screen, select a Custom filter and filter dimension. For example, you might filter by Stockpile Group= ROM Pads or Month = June 2025.
   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 stockpile builds and reclaims.

   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 balances 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 stockpile table query with your selected dataset, filters and display settings, see Save a Configuration.