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Insert with pivot transposition

Function and purpose of the operation

The insert with pivot transpose operation adds as many columns to the Target dataset as there are values to transpose.

On the operation definition page, you must specify the fields of the source dataset:

  • Pivot attribute field: the source field from which the data to be transformed into target fields will be extracted
  • Pivot value field: the source field from which data will be taken to be aggregated, by means of an aggregation function to be specified into the fields extracted by processing the pivot attribute field.
  • Aggregation function: aggregation function for the pivot value field.

Note: the target field of a matching field cannot coincide with a pivot target field

Note: pivot attributes that are not present in the target dataset will be ignored.

Advanced Tab

The source scenario /period fields allow you to define a scenario/period from which to read data for the given source dataset. It is possible to specify a value using the AW parameters or through the same syntax used in the definition of cell fields.

When the field is left blank, the DTP launch scenario/period is taken into account; however, in the case of a non-existent or inactive scenario/period, the DTP will go ahead without running the operation, reporting the failed execution in the audit.

Note: the advanced tab is only visible for physical or virtual datasets.

Example 1: base case without matching fields

Source Dataset

PRODUCT CLIENT COD_VALUE VALUE
P1 C1 QUANTITY_03 10
P1 C1 QUANTITY_06 20
P1 C1 QUANTITY_09 30
P1 C1 QUANTITY_12 40
P2 C1 QUANTITY_03 50
P2 C1 QUANTITY_06 60
P2 C1 QUANTITY_09 70
P2 C1 QUANTITY_12 80

On the operations page, the following items are defined:

  • Source pivot field: COD_VALUE
  • Pivot value source field: VALUE
  • Pivot value source field - grouping mode: SUM

Target Dataset

QUANTITY_03 QUANTITY_06 QUANTITY_09 QUANTITY_12
60 80 100 120

If there are no matches for a tuple for a given transposed column, no value will be displayed. See example 2 tuple (2025 | Q2) transposed column NORTH.

Example 2: Case with matching fields

Source Dataset

YEAR QUARTER REGION SALES
2024 Q1 NORTH 200
2024 Q1 SOUTH 400
2024 Q1 NORTH 300
2024 Q2 NORTH 700
2025 Q1 SOUTH 800
2025 Q1 NORTH 500
2025 Q1 SOUTH 500
2025 Q2 SOUTH 300

On the operations page, the following items are defined:

  • Source pivot field: REGION
  • Pivot value source field: SALES
  • Pivot value source field - grouping mode: SUM

Matching fields

Target field Source Grouping mode
YEAR YEAR GROUP BY
QUARTER QUARTER GROUP BY
GAIN GAIN SUM

Target Dataset

YEAR QUARTER NORTH SOUTH GAIN
2024 Q1 500 400 600
2024 Q2 700 500
2025 Q1 500 1300 1100
2025 Q2 300 200