Introducing Pivot Views!

What's New

We're so excited to bring you a brand new way of analysing the data you have in TrackVia: Pivot Views! 

A Pivot View is a versatile tool to help you summarize the information in a table by slicing and dicing data so you can look at it from different perspectives. It works by grouping records together based on several factors, then summarizing the data from those records, either by counting the number of records per group, or by using a specific summary function (like sum, average, or maximum) on another field. It's useful when you have lots of numbers that need summarizing, when you want to compare subsets of data, or when you’re trying to find trends in your data.

Our new functionality comes out of the gate with pivoting on multiple rows / columns, sorting pivot data, applying conditional formatting, and an easy to use designer.  We think you'll love it, give it a try today! 

How it works

Pivots are created by converting an existing grid view (default or custom) into a Pivot view.  Simply hit the Options menu in the upper right and select Pivot from the menu.  Our new Pivot designer slides out from the right and you can apply your desired settings: 

Name your Pivot something unique, select some Rows, Columns and Values and Save your settings.  Your new Pivot is displayed! 
In the above example, I selected my Rows to be 'Inventory Items', my columns to be the 'Create' date, rolled up by Quarter and the Sum of the 'Cost Subtotal' as my summary function.  

To apply conditional formatting, hit the Options menu again and add a Conditional Formatting Rule.  I created a Pivot rule where the Cost Subtotal is less than $100. 

Check out our knowledge base article to find out more details on how to configure your pivot, things you can do with it (export!) and more. 

Coming soon to our GOV, HiPAA and Private environment customers. 

Product Release Notes

  1. October 2019 Platform Maintenance
  2. Introducing Pivot Views!
  3. Android Mobile App v2.21.7: Maintenance Release
  4. September 2019 Platform Maintenance
  5. September 2019 Web Maintenance
  6. iOS Mobile App v4.2 Maintenance Release
  7. August 2019 Platform Maintenance
  8. Android Mobile App v2.21.6: Maintenance Release
  9. Introducing TrackVia Integrations!
  10. Android Mobile App v2.21.5: Maintenance Release
  11. August 2019 Release Notes: Web Maintenance
  12. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  13. June 2019 Maintenance
  14. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  15. iOS Mobile App v4.0: Release Notes
  16. May 2019 Release Notes: Web Maintenance 2
  17. May 2019 Release Note: Web Maintenance
  18. App Script Constants!
  19. April 2019 Release Notes: API Maintenance
  20. Entity Relationship Diagram Improvements
  21. Improved Lanes View!
  22. December 2018 Release Notes: Web Maintenance
  23. Custom Mail Settings!
  24. November 2018 Release Notes: Platform Maintenance
  25. October 2018 Release Notes: Maintenance
  26. Improved User Management
  27. Views & Quick Filter Updates
  28. July 2018 Release Notes: Maintenance
  29. June 13, 2018 Release Notes: Maintenance
  30. May 25, 2018 Release Notes: Sandbox Environments
  31. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  32. April 23rd Release Notes: Maintenance
  33. April 18th Release Notes: Maintenance
  34. April 10th Release Notes: Maintenance
  35. March 2018 Release Notes: Maintenance
  36. February 2018 Release Notes: More Intelligent Saving & Other Notes
  37. January 2018 Release Notes: Maintenance
  38. December 2017 Release Notes: Offline Editing on Android
  39. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  40. September 2017 Release Notes: Maintenance
  41. August 2017 Release Notes: Maintenance
  42. July 2017 Release Notes: Maintenance
  43. June 27, 2017: TrackVia Introduces Flows!
  44. May 22, 2017: TrackVia Apple Watch App
  45. May 2017 Release Notes
  46. May 5, 2017: Better Connectivity Handling
  47. April 2017 Release Notes
  48. March 2017 Release Notes
  49. March 27, 2017: Single Sign On
  50. February 23, 2017: Winter Polish
  51. February 2017 Release Notes: Session Timeouts
  52. January 2017 Release Notes: Number Display Options & Min / Max

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