Tool Bar in ASP.NET CORE Pivot Table Control

18 May 202324 minutes to read

Toolbar option allows to access the frequently used features like switching between pivot table and pivot chart, changing chart types, conditional formatting, exporting, etc… with ease at runtime. This option can be enabled by setting the showToolbar property in ejs-pivotview tag to true. The toolbar property in ejs-pivotview tag accepts the collection of built-in toolbar options.

The following table shows built-in toolbar options and its actions.

Built-in Toolbar Options	Actions
New	Creates a new report
Save	Saves the current report
Save As	Save as current report
Rename	Renames the current report
Delete	Deletes the current report
Load	Loads any report from the report list
Grid	Shows pivot table
Chart	Shows a chart in any type from the built-in list and option to enable/disable multiple axes
Exporting	Exports the pivot table as PDF/Excel/CSV and the pivot chart as PDF and image
Sub-total	Shows or hides sub totals
Grand Total	Shows or hides grand totals
Conditional Formatting	Shows the conditional formatting pop-up to apply formatting
Number Formatting	Shows the number formatting pop-up to apply number formatting
Field List	Shows the fieldlist pop-up
MDX	Shows the MDX query that was run to retrieve data from the OLAP data source. This applies only to the OLAP data source.

NOTE

The order of toolbar options can be changed by simply moving the position of items in the ToolbarItems collection. Also if end user wants to remove any toolbar option from getting displayed, it can be simply ignored from adding into the ToolbarItems collection.

CSHTML
Toolbar.cs
<ejs-pivotview id="pivotview" allowExcelExport="true" allowNumberFormatting="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="100%" height="300" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load",
"Grid", "Chart", "Export", "SubTotal", "GrandTotal", "ConditionalFormatting", "NumberFormatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" expandAll="false" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .e-tool-expand::before {
        content: '\e702';
    }
</style>
<script>

    function saveReport(args) {
        var reports = [];
        var isSaved = false;
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reports = JSON.parse(localStorage.pivotviewReports);
        }
        if (args.report && args.reportName && args.reportName !== '') {
            reports.map(function (item) {
                if (args.reportName === item.reportName) {
                    item.report = args.report;
                    isSaved = true;
                }
            });
            if (!isSaved) {
                reports.push(args);
            }
            localStorage.pivotviewReports = JSON.stringify(reports);
        }
    }
    function fetchReport(args) {
        var reportCollection = [];
        var reeportList = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            reeportList.push(item.reportName);
        });
        args.reportName = reeportList;
    }
    function loadReport(args) {
        var pivotObj = document.getElementById('pivotview').ej2_instances[0];
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            if (args.reportName === item.reportName) {
                args.report = item.report;
            }
        });
        if (args.report) {
            pivotObj.dataSourceSettings = JSON.parse(args.report).dataSourceSettings;
        }
    }
    function removeReport(args) {
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (var i = 0; i < reportCollection.length; i++) {
            if (reportCollection[i].reportName === args.reportName) {
                reportCollection.splice(i, 1);
            }
        }
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    function renameReport(args) {
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            if (args.reportName === item.reportName) {
                item.reportName = args.rename;
            }
        });
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    function newReport() {
        var pivotObj = document.getElementById('pivotview').ej2_instances[0];
        pivotObj.setProperties({
            dataSourceSettings: {
                columns: [],
                rows: [],
                values: [],
                filters: []
            }
        }, false);
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

By default, all chart types are displayed in the dropdown menu included in the toolbar. However, based on the request for an application, we may need to show selective chart types on our own. This can be achieved using the chartTypes property. To know more about supporting chart types, click here.

CSHTML
Toolbar.cs
<ejs-pivotview id="pivotview" width="100%" height="300" toolbar="@(new List<string>() {
  "Grid", "Chart" })" chartTypes="@(new List<string>(){"Column", "Bar", "Line", "Area"})">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .e-tool-expand::before {
        content: '\e702';
    }
</style>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

Switch the chart to multiple axes

In the chart, the user can switch from single axis to multiple axes with the help of the built-in checkbox available inside the chart type dropdown menu in the toolbar. For more information refer here.

output

There are three modes available in Multiple Axis option: Stacked, Single and Combined. The modes can be changed using “Multiple Axis Mode” drop-down list which appears while clicking the More… option.

output

Show or hide legend

In the chart, legend can be shown or hidden dynamically with the help of the built-in option available in the chart type drop-down menu.
N> By default, the legend is not be visible for the accumulation chart types like pie, doughnut, pyramid, and funnel. Users can enable or disable using the built-in checkbox option.

output

In addition to the existing built-in toolbar items, new toolbar item(s) may also be included. This can be achieved by using the toolbarRender event. The action of the new toolbar item(s) can also be defined within this event.

NOTE

The new toolbar item(s) can be added to the desired position in the toolbar using the splice option.

CSHTML
ToolbarCustomize.cs
<ejs-pivotview id="pivotview" showToolbar="true"  width="100%" height="300" toolbar="@(new List<string>() {"Expand/Collapse" })" toolbarRender="beforeToolbarRender">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Order_Source" caption="Order Source"></e-field>
        </e-columns>
        <e-values>
            <e-field name="In_Stock" caption="In Stock"></e-field>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field name="Product_Categories" caption="Product Categories"></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .e-tool-expand::before {
        content: '\e702';
    }
</style>
<script>
    function beforeToolbarRender(args) {
        args.customToolbar.splice(12, 0, {
                prefixIcon: 'e-tool-expand e-icons', tooltipText: 'Expand/Collapse',
                click: function (args) {
                    var pivotTableObj = document.getElementById('pivotview').ej2_instances[0];
                    pivotTableObj.dataSourceSettings.expandAll = !pivotTableObj.dataSourceSettings.expandAll;
                },
        });
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

In the above topic, we have seen how to add an icon as one of the toolbar item in toolbar panel. In the next topic, we are going to see how to frame the entire toolbar panel and how to add a custom control in it.

It allows to customize the toolbar panel by using template option. It allows any custom control to be used as one of the toolbar item inside the toolbar panel. It can be achieved by two ways.

Here, the entire toolbar panel can be framed in HTML elements that are appended at the top of the pivot table. The id of the HTML element needs to be set in the toolbarTemplate property in-order to map it to the pivot table.

CSHTML
ToolbarCustomize.cs
<div id="template">
        <div>
            <div><ejs-button id="expandbtn" content="Expand All" cssClass="e-flat" isPrimary="true"></ejs-button></div>
            <div><ejs-button id="collapsebtn" content="Collapse All" cssClass="e-flat" isPrimary="true"></ejs-button></div>
        </div>
    </div>
<ejs-pivotview id="pivotview" showToolbar="true" width="100%" height="300" toolbarTemplate="#template">
    <e-datasourcesettings dataSource="@ViewBag.DataSource">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
</ejs-pivotview>

<style>
    .e-tool-expand::before {
        content: '\e702';
    }
</style>

<script>
    document.getElementById("expandbtn").addEventListener('click', function () {
        var pivotObj = document.getElementById("pivotview").ej2_instances[0];
        pivotObj.dataSourceSettings.expandAll = true;
    });
    document.getElementById("collapsebtn").addEventListener('click', function () {
        var pivotObj = document.getElementById("pivotview").ej2_instances[0];
        pivotObj.dataSourceSettings.expandAll = false;
    });
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

Another option allows to frame a custom toolbar item using HTML elements and include in the toolbar panel at the desired position. The custom toolbar items can be declared as control instance or element id in the toolbar property in pivot table.

CSHTML
ToolbarCustomize.cs
@{
    List<object> toolbarItems = new List<object>();
    toolbarItems.Add(new { template = "#enablertl" });
    toolbarItems.Add(new { template = "#disablertl" });
}
<ejs-button id="enablertl" content="ENABLE RTL" cssClass="e-flat" isPrimary="true"></ejs-button>
<ejs-button id="disablertl" content="DISABLE RTL" cssClass="e-flat" isPrimary="true"></ejs-button>
<ejs-pivotview id="pivotview" showToolbar="true" width="100%" height="300" toolbar=toolbarItems>
    <e-datasourcesettings dataSource="@ViewBag.DataSource">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
</ejs-pivotview>

<style>
    .e-tool-expand::before {
        content: '\e702';
    }
</style>

<script>
    document.getElementById("enablertl").addEventListener('click', function () {
        var pivotObj = document.getElementById("pivotview").ej2_instances[0];
        pivotObj.enableRtl = true;
    });
    document.getElementById("disablertl").addEventListener('click', function () {
        var pivotObj = document.getElementById("pivotview").ej2_instances[0];
        pivotObj.enableRtl = false;
    });
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

NOTE

For both options, the actions for the toolbar template items can be defined in the event toolbarClick. Also, if the toolbar item is a custom control then its built-in events can also be accessed.

Save and load report as a JSON file

The current pivot report can be saved as a JSON file in the desired path and loaded back to the pivot table at any time.

CSHTML
Save-load-json.cs
<ejs-pivotview id="pivotview" width="100%" height="300" dataBound="ondataBound">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Order_Source" caption="Order Source"></e-field>
        </e-columns>
        <e-values>
            <e-field name="In_Stock" caption="In Stock"></e-field>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field name="Product_Categories" caption="Product Categories"></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
</ejs-pivotview>
<a id="save" class="btn btn-primary">Save</a><div class="fileUpload btn btn-primary"><span>Load</span><input id="files" type="file" class="upload" /></div>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .fileUpload {
        position: relative;
        overflow: hidden;
        margin: 10px;
    }

    .fileUpload input.upload {
        position: absolute;
        top: 0;
        right: 0;
        margin: 0;
        padding: 0;
        font-size: 20px;
        cursor: pointer;
        opacity: 0;
        filter: alpha(opacity=0);
    }
</style>
<script>
    function ondataBound(args) {
        var pivotTableObj = document.getElementById('pivotview').ej2_instances[0];
        var dataSource = JSON.parse(pivotTableObj.getPersistData()).dataSourceSettings.dataSource;
        var a = document.getElementById('save');
        var mime_type = 'application/octet-stream'; // text/html, image/png, et c
        a.setAttribute('download', 'pivot.JSON');
        a.href = 'data:'+ mime_type +';base64,'+ btoa(JSON.stringify(dataSource) || '');
        document.getElementById('files').addEventListener('change', readBlob, false);
    }

    function readBlob(args) {
        var files = document.getElementById('load').files;
        var file = files[0];
        var start = 0;
        var stop = file.size - 1;
        var reader = new FileReader();
        reader.onloadend = function(evt) {
            if (evt.target.readyState == FileReader.DONE) {
                var pivotTableObj = document.getElementById('pivotview').ej2_instances[0];
                pivotTableObj.dataSource = JSON.parse(evt.target.result);
            }
        };
        var blob = file.slice(start, stop + 1);
        reader.readAsBinaryString(blob);
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

Save and load reports to a SQL database

SQL Server is a relational database management system (RDBMS) that can be used to store and manage large amounts of data. In this topic, we will see how to save, save as, rename, load, delete, and add reports between a SQL Server database and an ASP.NET Core Pivot Table at runtime.

Create a Web API service to connect to a SQL Server database

1. Open Visual Studio and create an ASP.NET Core Web App project type, naming it MyWebService. To create an ASP.NET Core Web application, follow the document link.

Create ASP.NET Core Web App project

2. To connect a SQL Server database using the Microsoft SqlClient in our application, we need to install the Microsoft.Data.SqlClient NuGet package. To do so, open the NuGet package manager of the project solution, search for the package Microsoft.Data.SqlClient and install it.

Add the NuGet package Microsoft.Data.SqlClient to the project

3. Under the Controllers folder, create a Web API controller (aka, PivotController.cs) file that aids in data communication with the Pivot Table.

4. In the Web API Controller (aka, PivotController), the OpenConnection method is used to connect to the SQL database. The GetDataTable method then processes the specified SQL query string, retrieves data from the database, and converts it into a DataTable using SqlCommand and SqlDataAdapter. This DataTable can be used to retrieve saved reports and modify them further as shown in the code block below.

[PivotController.cs]

using Microsoft.AspNetCore.Mvc;
using Microsoft.Data.SqlClient;
using System.Data;

namespace MyWebService.Controllers
{
    [ApiController]
    [Route("[controller]")]
    public class PivotController : ControllerBase
    {
        [HttpPost]
        [Route("Pivot/SaveReport")]
        public void SaveReport([FromBody] Dictionary<string, string> reportArgs)
        {
            SaveReportToDB(reportArgs["reportName"], reportArgs["report"]);
        }

        [HttpPost]
        [Route("Pivot/FetchReport")]
        public IActionResult FetchReport()
        {
            return Ok((FetchReportListFromDB()));
        }

        [HttpPost]
        [Route("Pivot/LoadReport")]
        public IActionResult LoadReport([FromBody] Dictionary<string, string> reportArgs)
        {
            return Ok((LoadReportFromDB(reportArgs["reportName"])));
        }

        [HttpPost]
        [Route("Pivot/RemoveReport")]
        public void RemoveReport([FromBody] Dictionary<string, string> reportArgs)
        {
            RemoveReportFromDB(reportArgs["reportName"]);
        }

        [HttpPost]
        [Route("Pivot/RenameReport")]
        public void RenameReport([FromBody] RenameReportDB reportArgs)
        {
            RenameReportInDB(reportArgs.ReportName, reportArgs.RenameReport, reportArgs.isReportExists);
        }
        
        public class RenameReportDB
        {
            public string ReportName { get; set; }
            public string RenameReport { get; set; }
            public bool isReportExists { get; set; }
        }

        private void SaveReportToDB(string reportName, string report)
        {
            SqlConnection sqlConn = OpenConnection();
            bool isDuplicate = true;
            SqlCommand cmd1 = null;
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    isDuplicate = false;
                    cmd1 = new SqlCommand("update ReportTable set Report=@Report where ReportName like @ReportName", sqlConn);
                }
            }
            if (isDuplicate)
            {
                cmd1 = new SqlCommand("insert into ReportTable (ReportName,Report) Values(@ReportName,@Report)", sqlConn);
            }
            cmd1.Parameters.AddWithValue("@ReportName", reportName);
            cmd1.Parameters.AddWithValue("@Report", report.ToString());
            cmd1.ExecuteNonQuery();
            sqlConn.Close();
        }

        private string LoadReportFromDB(string reportName)
        {
            SqlConnection sqlConn = OpenConnection();
            string report = string.Empty;
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    report = (string)row["Report"];
                    break;
                }
            }
            sqlConn.Close();
            return report;
        }

        private List<string> FetchReportListFromDB()
        {
            SqlConnection sqlConn = OpenConnection();
            List<string> reportNames = new List<string>();
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if (!string.IsNullOrEmpty(row["ReportName"] as string))
                {
                    reportNames.Add(row["ReportName"].ToString());
                }
            }
            sqlConn.Close();
            return reportNames;
        }

        private void RenameReportInDB(string reportName, string renameReport, bool isReportExists)
        {
            SqlConnection sqlConn = OpenConnection();
            SqlCommand cmd1 = null;
            if (isReportExists)
            {
                foreach (DataRow row in GetDataTable(sqlConn).Rows)
                {
                    if ((row["ReportName"] as string).Equals(reportName))
                    {
                        cmd1 = new SqlCommand("delete from ReportTable where ReportName like '%" + reportName + "%'", sqlConn);
                        break;
                    }
                }
                cmd1.ExecuteNonQuery();
            }
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    cmd1 = new SqlCommand("update ReportTable set ReportName=@RenameReport where ReportName like '%" + reportName + "%'", sqlConn);
                    break;
                }
            }
            cmd1.Parameters.AddWithValue("@RenameReport", renameReport);
            cmd1.ExecuteNonQuery();
            sqlConn.Close();
        }

        private void RemoveReportFromDB(string reportName)
        {
            SqlConnection sqlConn = OpenConnection();
            SqlCommand cmd1 = null;
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    cmd1 = new SqlCommand("delete from ReportTable where ReportName like '%" + reportName + "%'", sqlConn);
                    break;
                }
            }
            cmd1.ExecuteNonQuery();
            sqlConn.Close();
        }

        private SqlConnection OpenConnection()
        {
            // Replace with your own connection string.
            string connectionString = @"<Enter your valid connection string here>";
            SqlConnection sqlConn = new SqlConnection(connectionString);
            sqlConn.Open();
            return sqlConn;
        }

        private DataTable GetDataTable(SqlConnection sqlConn)
        {
            string xquery = "select * from ReportTable";
            SqlCommand cmd = new SqlCommand(xquery, sqlConn);
            SqlDataAdapter da = new SqlDataAdapter(cmd);
            DataTable dt = new DataTable();
            da.Fill(dt);
            return dt;
        }
    }
}

5. When you run the app, it will be hosted at https://localhost:44313. You can use the hosted URL to save and load reports in the SQL database from the Pivot Table.

Further, let us explore more on how to save, load, rename, delete, and add reports using the built-in toolbar options via Web API controller (aka, PivotController) one-by-one.

Saving a report

When you select the “Save a report” option from the toolbar, the saveReport event is triggered. In this event, an AJAX request is made to the Web API controller’s SaveReport method, passing the name of the current report and the current report, which you can use to check and save in the SQL database.

For example, the report shown in the following code snippet will be passed to the SaveReport method along with the report name “Sample Report” and saved in the SQL database.

[Index.cshtml]

<ejs-pivotview id="pivotview" allowExcelExport="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="700" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load", "Grid", "Chart", "Export", "SubTotal", "GrandTotal", "Formatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport" toolbarRender="beforeToolbarRender">
    <e-datasourcesettings dataSource="@ViewBag.data" expandAll="false">
        <e-formatsettings>
            <e-field name="Amount" format="C0"></e-field>
        </e-formatsettings>
         <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year" caption="Production Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-displayOption view="Both"></e-displayOption>
    <e-chartSettings value="Amount" enableExport="true" enableMultipleAxis="false">
         <e-chartSeries type="Column"></e-chartSeries>
    </e-chartSettings>
</ejs-pivotview>

<script>
    function saveReport(args) {
        var report = JSON.parse(args.report);
        report.dataSourceSettings.dataSource = [];
        fetch('https://localhost:44313/Pivot/SaveReport', {
            method: 'POST',
            headers: {
                'Accept': 'application/json',
                'Content-Type': 'application/json',
            },
            body: JSON.stringify({ reportName: args.reportName, report: JSON.stringify(report) })
        }).then(response => {
            fetchReport(args);
        });
    }
</script>

[PivotController.cs]

namespace MyWebApp.Controllers
{
    [ApiController]
    [Route("[controller]")]
    public class PivotController : ControllerBase
    {
        [HttpPost]
        [Route("Pivot/SaveReport")]
        public void SaveReport([FromBody] Dictionary<string, string> reportArgs)
        {
            SaveReportToDB(reportArgs["reportName"], reportArgs["report"]);
        }

        private void SaveReportToDB(string reportName, string report)
        {
            SqlConnection sqlConn = OpenConnection();
            bool isDuplicate = true;
            SqlCommand cmd1 = null;
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    isDuplicate = false;
                    cmd1 = new SqlCommand("update ReportTable set Report=@Report where ReportName like @ReportName", sqlConn);
                }
            }
            if (isDuplicate)
            {
                cmd1 = new SqlCommand("insert into ReportTable (ReportName,Report) Values(@ReportName,@Report)", sqlConn);
            }
            cmd1.Parameters.AddWithValue("@ReportName", reportName);
            cmd1.Parameters.AddWithValue("@Report", report.ToString());
            cmd1.ExecuteNonQuery();
            sqlConn.Close();
        }

        private SqlConnection OpenConnection()
        {
            // Replace with your own connection string.
            string connectionString = @"<Enter your valid connection string here>";
            SqlConnection sqlConn = new SqlConnection(connectionString);
            sqlConn.Open();
            return sqlConn;
        }

        private DataTable GetDataTable(SqlConnection sqlConn)
        {
            string xquery = "select * from ReportTable";
            SqlCommand cmd = new SqlCommand(xquery, sqlConn);
            SqlDataAdapter da = new SqlDataAdapter(cmd);
            DataTable dt = new DataTable();
            da.Fill(dt);
            return dt;
        }
    }
}

The current report has been saved in the SQL database

In the meantime, you can save a duplicate of the current report to the SQL Server database with a different name by selecting “Save as current report” from the toolbar. The saveReport event will then be triggered with the new report name “Sample Report 1” and the current report. You can save them to the SQL Server database after passing them to the Web API service, as mentioned above.

Copy of the current report has been saved in the SQL database

Loading a report

When you select the dropdown menu item from the toolbar, the loadReport event is triggered. In this event, an AJAX request is made to the LoadReport method of the Web API controller, passing the name of the selected report. The method uses this information to search for the report in the SQL database, fetch it, and load it into the pivot table.

For example, if the report name “Sample Report 1” is selected from a dropdown menu and passed, the LoadReport method will use that name to search for the report in the SQL database, retrieve it, and then load it into the pivot table.

[Index.cshtml]

<ejs-pivotview id="pivotview" allowExcelExport="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="700" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load", "Grid", "Chart", "Export", "SubTotal", "GrandTotal", "Formatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport" toolbarRender="beforeToolbarRender">
    <e-datasourcesettings dataSource="@ViewBag.data" expandAll="false">
        <e-formatsettings>
            <e-field name="Amount" format="C0"></e-field>
        </e-formatsettings>
         <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year" caption="Production Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-displayOption view="Both"></e-displayOption>
    <e-chartSettings value="Amount" enableExport="true" enableMultipleAxis="false">
         <e-chartSeries type="Column"></e-chartSeries>
    </e-chartSettings>
</ejs-pivotview>

<script>
    function loadReport(args) {
        fetch('https://localhost:44313/Pivot/LoadReport', {
            method: 'POST',
            headers: {
                'Accept': 'application/json',
                'Content-Type': 'application/json',
            },
            body: JSON.stringify({ reportName: args.reportName })
        }).then(res => res.json())
        .then(response => {
            if (response) {
                var report = JSON.parse(response);
                var pivotTableObj = document.getElementById('pivotview').ej2_instances[0];
                report.dataSourceSettings.dataSource = pivotTableObj.dataSourceSettings.dataSource;
                pivotTableObj.dataSourceSettings = report.dataSourceSettings;
            }
        });
    }
</script>

[PivotController.cs]

using Microsoft.AspNetCore.Mvc;
using Microsoft.Data.SqlClient;
using System.Data;

namespace MyWebApp.Controllers
{
    [ApiController]
    [Route("[controller]")]
    public class PivotController : ControllerBase
    {
        [HttpPost]
        [Route("Pivot/LoadReport")]
        public IActionResult LoadReport([FromBody] Dictionary<string, string> reportArgs)
        {
            return Ok((LoadReportFromDB(reportArgs["reportName"])));
        }

        private string LoadReportFromDB(string reportName)
        {
            SqlConnection sqlConn = OpenConnection();
            string report = string.Empty;
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    report = (string)row["Report"];
                    break;
                }
            }
            sqlConn.Close();
            return report;
        }

        private SqlConnection OpenConnection()
        {
            // Replace with your own connection string.
            string connectionString = @"<Enter your valid connection string here>";
            SqlConnection sqlConn = new SqlConnection(connectionString);
            sqlConn.Open();
            return sqlConn;
        }

        private DataTable GetDataTable(SqlConnection sqlConn)
        {
            string xquery = "select * from ReportTable";
            SqlCommand cmd = new SqlCommand(xquery, sqlConn);
            SqlDataAdapter da = new SqlDataAdapter(cmd);
            DataTable dt = new DataTable();
            da.Fill(dt);
            return dt;
        }
    }
}

Loading a report from SQL database

Renaming a report

When you select the “Rename a current report” option from the toolbar, the renameReport event is triggered. In this event, an AJAX request is made to the RenameReport method of the Web API controller, passing the current and new report names, where you can use the current report name to identify the report and resave it with the new report name in the SQL database.

For example, if we rename the current report from “Sample Report 1” to “Sample Report 2”, both “Sample Report 1” and “Sample Report 2” will be passed to the RenameReport method, which will rename the current report with the new report name “Sample Report 2” in the SQL database.

[Index.cshtml]

<ejs-pivotview id="pivotview" allowExcelExport="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="700" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load", "Grid", "Chart", "Export", "SubTotal", "GrandTotal", "Formatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport" toolbarRender="beforeToolbarRender">
    <e-datasourcesettings dataSource="@ViewBag.data" expandAll="false">
        <e-formatsettings>
            <e-field name="Amount" format="C0"></e-field>
        </e-formatsettings>
         <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year" caption="Production Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-displayOption view="Both"></e-displayOption>
    <e-chartSettings value="Amount" enableExport="true" enableMultipleAxis="false">
         <e-chartSeries type="Column"></e-chartSeries>
    </e-chartSettings>
</ejs-pivotview>

<script>
    function renameReport(args) {
        fetch('https://localhost:44313/Pivot/RenameReport', {
            method: 'POST',
            headers: {
                'Accept': 'application/json',
                'Content-Type': 'application/json',
            },
            body: JSON.stringify({ reportName: args.reportName, renameReport: args.rename, isReportExists: args.isReportExists })
        }).then(response => {
            fetchReport(args);
        });
    }
</script>

[PivotController.cs]

using Microsoft.AspNetCore.Mvc;
using Microsoft.Data.SqlClient;
using System.Data;

namespace MyWebApp.Controllers
{
    [ApiController]
    [Route("[controller]")]
    public class PivotController : ControllerBase
    {
        [HttpPost]
        [Route("Pivot/RenameReport")]
        public void RenameReport([FromBody] RenameReportDB reportArgs)
        {
            RenameReportInDB(reportArgs.ReportName, reportArgs.RenameReport, reportArgs.isReportExists);
        }
        
        public class RenameReportDB
        {
            public string ReportName { get; set; }
            public string RenameReport { get; set; }
            public bool isReportExists { get; set; }
        }

        private void RenameReportInDB(string reportName, string renameReport, bool isReportExists)
        {
            SqlConnection sqlConn = OpenConnection();
            SqlCommand cmd1 = null;
            if (isReportExists)
            {
                foreach (DataRow row in GetDataTable(sqlConn).Rows)
                {
                    if ((row["ReportName"] as string).Equals(reportName))
                    {
                        cmd1 = new SqlCommand("delete from ReportTable where ReportName like '%" + reportName + "%'", sqlConn);
                        break;
                    }
                }
                cmd1.ExecuteNonQuery();
            }
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    cmd1 = new SqlCommand("update ReportTable set ReportName=@RenameReport where ReportName like '%" + reportName + "%'", sqlConn);
                    break;
                }
            }
            cmd1.Parameters.AddWithValue("@RenameReport", renameReport);
            cmd1.ExecuteNonQuery();
            sqlConn.Close();
        }

        private SqlConnection OpenConnection()
        {
            // Replace with your own connection string.
            string connectionString = @"<Enter your valid connection string here>";
            SqlConnection sqlConn = new SqlConnection(connectionString);
            sqlConn.Open();
            return sqlConn;
        }

        private DataTable GetDataTable(SqlConnection sqlConn)
        {
            string xquery = "select * from ReportTable";
            SqlCommand cmd = new SqlCommand(xquery, sqlConn);
            SqlDataAdapter da = new SqlDataAdapter(cmd);
            DataTable dt = new DataTable();
            da.Fill(dt);
            return dt;
        }
    }
}

Renaming a report in the SQL database

Deleting a report

When you select the “Delete a current report” option from the toolbar, the removeReport event is triggered. In this event, an AJAX request is made to the RemoveReport method of the Web API controller, passing the current report name to identify and delete the appropriate report from the SQL database.

NOTE

If the current report n from the pivot table is deleted, the pivot table will automatically load the last report from the report list.

When a report is removed from a pivot table with only one report, the SQL database refreshes; however, the pivot table will continue to show the removed report until a new report is added to the pivot table.

For example, if we delete the current report “Sample Report 2” from the pivot table, the current report name “Sample Report 2” is passed to the RemoveReport method, which allows you to identify and delete the report from the SQL database.

[Index.cshtml]

<ejs-pivotview id="pivotview" allowExcelExport="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="700" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load", "Grid", "Chart", "Export", "SubTotal", "GrandTotal", "Formatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport" toolbarRender="beforeToolbarRender">
    <e-datasourcesettings dataSource="@ViewBag.data" expandAll="false">
        <e-formatsettings>
            <e-field name="Amount" format="C0"></e-field>
        </e-formatsettings>
         <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year" caption="Production Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-displayOption view="Both"></e-displayOption>
    <e-chartSettings value="Amount" enableExport="true" enableMultipleAxis="false">
         <e-chartSeries type="Column"></e-chartSeries>
    </e-chartSettings>
</ejs-pivotview>

<script>
    function removeReport(args) {
        fetch('https://localhost:44313/Pivot/RemoveReport', {
            method: 'POST',
            headers: {
                'Accept': 'application/json',
                'Content-Type': 'application/json',
            },
            body: JSON.stringify({ reportName: args.reportName })
        }).then(response => {
            fetchReport(args);
        });
    }
</script>

[PivotController.cs]

using Microsoft.AspNetCore.Mvc;
using Microsoft.Data.SqlClient;
using System.Data;

namespace MyWebApp.Controllers
{
    [ApiController]
    [Route("[controller]")]
    public class PivotController : ControllerBase
    {
        [HttpPost]
        [Route("Pivot/RemoveReport")]
        public void RemoveReport([FromBody] Dictionary<string, string> reportArgs)
        {
            RemoveReportFromDB(reportArgs["reportName"]);
        }

        private void RemoveReportFromDB(string reportName)
        {
            SqlConnection sqlConn = OpenConnection();
            SqlCommand cmd1 = null;
            foreach (DataRow row in GetDataTable(sqlConn).Rows)
            {
                if ((row["ReportName"] as string).Equals(reportName))
                {
                    cmd1 = new SqlCommand("delete from ReportTable where ReportName like '%" + reportName + "%'", sqlConn);
                    break;
                }
            }
            cmd1.ExecuteNonQuery();
            sqlConn.Close();
        }
        
        private SqlConnection OpenConnection()
        {
            // Replace with your own connection string.
            string connectionString = @"<Enter your valid connection string here>";
            SqlConnection sqlConn = new SqlConnection(connectionString);
            sqlConn.Open();
            return sqlConn;
        }

        private DataTable GetDataTable(SqlConnection sqlConn)
        {
            string xquery = "select * from ReportTable";
            SqlCommand cmd = new SqlCommand(xquery, sqlConn);
            SqlDataAdapter da = new SqlDataAdapter(cmd);
            DataTable dt = new DataTable();
            da.Fill(dt);
            return dt;
        }
    }
}

Deleting a report from the SQL database

Adding a report

When you select the “Create a new report” option from the toolbar, the newReport event is triggered, followed by the saveReport event. To save this new report to the SQL database, use the saveReport event triggered later, and then follow the save report briefing in the preceding topic.

Adding a report in the SQL database

Limitations with respect to report manipulation

Below points need to be considered when saving the report to SQL Server database.

Data source: Both raw data and aggregated data won’t be saved and loaded from the database.
Hyperlinks: Option to link external facts via pivot table cells won’t be saved and loaded from the database.
The pivot table should always load reports from the SQL database based on the data source that is currently bound to it.

In this GitHub repository, you can find our ASP.NET Core Pivot Table sample and ASP.NET Core Web Application to save and load reports from SQL Server database.

Events

FetchReport

The event fetchReport is triggered when dropdown list is clicked in the toolbar in-order to retrieve and populate saved reports. It has following parameter - reportName. This event allows user to fetch the report names from local storage and populate the dropdown list.

LoadReport

The event loadReport is triggered when a report is selected from the dropdown list in the toolbar. It has following parameters - report and reportName. This event allows user to load the selected report to the pivot table.

NewReport

The event newReport is triggered when the new report icon is clicked in the toolbar. It has following parameter - report. This event allows user to create new report and add to the report list.

RenameReport

The event renameReport is triggered when rename report icon is clicked in the toolbar. It has following parameters - rename, report and reportName. This event allows user to rename the selected report from the report list.

RemoveReport

The event removeReport is triggered when remove report icon is clicked in the toolbar. It has following parameters - report and reportName. This event allows user to remove the selected report from the report list.

SaveReport

The event saveReport is triggered when save report icon is clicked in the toolbar. It has following parameters - report and reportName. This event allows user to save the altered report to the report list.

CSHTML
Toolbar.cs
<ejs-pivotview id="pivotview" allowExcelExport="true" allowNumberFormatting="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="100%" height="300" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load",
"Grid", "Chart", "Export", "SubTotal", "GrandTotal", "ConditionalFormatting", "NumberFormatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" expandAll="false" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .e-tool-expand::before {
        content: '\e702';
    }
</style>
<script>

    function saveReport(args) {
        var reports = [];
        var isSaved = false;
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reports = JSON.parse(localStorage.pivotviewReports);
        }
        if (args.report && args.reportName && args.reportName !== '') {
            reports.map(function (item) {
                if (args.reportName === item.reportName) {
                    item.report = args.report;
                    isSaved = true;
                }
            });
            if (!isSaved) {
                reports.push(args);
            }
            localStorage.pivotviewReports = JSON.stringify(reports);
        }
    }
    function fetchReport(args) {
        var reportCollection = [];
        var reeportList = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            reeportList.push(item.reportName);
        });
        args.reportName = reeportList;
    }
    function loadReport(args) {
        var pivotObj = document.getElementById('pivotview').ej2_instances[0];
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            if (args.reportName === item.reportName) {
                args.report = item.report;
            }
        });
        if (args.report) {
            pivotObj.dataSourceSettings = JSON.parse(args.report).dataSourceSettings;
        }
    }
    function removeReport(args) {
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (var i = 0; i < reportCollection.length; i++) {
            if (reportCollection[i].reportName === args.reportName) {
                reportCollection.splice(i, 1);
            }
        }
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    function renameReport(args) {
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            if (args.reportName === item.reportName) {
                item.reportName = args.rename;
            }
        });
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    function newReport() {
        var pivotObj = document.getElementById('pivotview').ej2_instances[0];
        pivotObj.setProperties({
            dataSourceSettings: {
                columns: [],
                rows: [],
                values: [],
                filters: []
            }
        }, false);
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

ToolbarRender

The toolbarRender event is triggered when the toolbar is rendered. It has the customToolbar parameter. This event helps to customize the built-in toolbar items and to include new toolbar item(s).

CSHTML
ToolbarCustomize.cs
<ejs-pivotview id="pivotview" showToolbar="true"  width="100%" height="300" toolbar="@(new List<string>() {"Save", "Export", "FieldList" })" saveReport="saveReport" toolbarRender="beforeToolbarRender">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Order_Source" caption="Order Source"></e-field>
        </e-columns>
        <e-values>
            <e-field name="In_Stock" caption="In Stock"></e-field>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
        <e-filters>
            <e-field name="Product_Categories" caption="Product Categories"></e-field>
        </e-filters>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .e-tool-expand::before {
        content: '\e702';
    }
</style>
<script>

    function saveReport(args) {
        var reports = [];
        var isSaved = false;
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reports = JSON.parse(localStorage.pivotviewReports);
        }
        if (args.report && args.reportName && args.reportName !== '') {
            reports.map(function (item) {
                if (args.reportName === item.reportName) {
                    item.report = args.report;
                    isSaved = true;
                }
            });
            if (!isSaved) {
                reports.push(args);
            }
            localStorage.pivotviewReports = JSON.stringify(reports);
        }
    }

    function beforeToolbarRender(args) {
         args.customToolbar.splice(2, 0, {
            prefixIcon: 'e-rename-report e-icons', tooltipText: 'Custom Button',
            click: function (args) {
                // Here you can customize the click event for custom button
            },
        });
        args.customToolbar.splice(3, 0, {
            prefixIcon: 'e-tool-expand e-icons', tooltipText: 'Expand/Collapse',
                click: function (args) {
                    var pivotTableObj = document.getElementById('pivotview').ej2_instances[0];
                    pivotTableObj.dataSourceSettings.expandAll = !pivotTableObj.dataSourceSettings.expandAll;
                },
        });
        args.customToolbar[0].align = "Left";
        args.customToolbar[1].align = "Center";
        args.customToolbar[2].align = "Right";
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

Before Export

The pivot table (or) pivot chart can be exported as a pdf, excel, csv etc., document using the toolbar options. And, you can customize the export settings for exporting document by using the beforeExport event in the toolbar.

For example, you can add the header and footer for the pdf document by setting the header and footer properties for the pdfExportProperties in the beforeExport event.

CSHTML
ToolbarExport.cs
<ejs-pivotview id="pivotview" allowExcelExport="true" allowNumberFormatting="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="100%" height="300" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load",
"Grid", "Chart", "Export", "SubTotal", "GrandTotal", "ConditionalFormatting", "NumberFormatting", "FieldList" })" saveReport="saveReport" loadReport="loadReport" fetchReport="fetchReport" renameReport="renameReport" removeReport="removeReport" newReport="newReport" beforeExport="beforeExport">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" expandAll="false" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>
<style>
    #pivotview {
        width: 100%;
        height: 100%;
    }

    .e-tool-expand::before {
        content: '\e702';
    }
</style>
<script>

    function saveReport(args) {
        var reports = [];
        var isSaved = false;
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reports = JSON.parse(localStorage.pivotviewReports);
        }
        if (args.report && args.reportName && args.reportName !== '') {
            reports.map(function (item) {
                if (args.reportName === item.reportName) {
                    item.report = args.report;
                    isSaved = true;
                }
            });
            if (!isSaved) {
                reports.push(args);
            }
            localStorage.pivotviewReports = JSON.stringify(reports);
        }
    }
    function fetchReport(args) {
        var reportCollection = [];
        var reeportList = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            reeportList.push(item.reportName);
        });
        args.reportName = reeportList;
    }
    function loadReport(args) {
        var pivotObj = document.getElementById('pivotview').ej2_instances[0];
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            if (args.reportName === item.reportName) {
                args.report = item.report;
            }
        });
        if (args.report) {
            pivotObj.dataSourceSettings = JSON.parse(args.report).dataSourceSettings;
        }
    }
    function removeReport(args) {
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (var i = 0; i < reportCollection.length; i++) {
            if (reportCollection[i].reportName === args.reportName) {
                reportCollection.splice(i, 1);
            }
        }
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    function renameReport(args) {
        var reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) {
            if (args.reportName === item.reportName) {
                item.reportName = args.rename;
            }
        });
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    function newReport() {
        var pivotObj = document.getElementById('pivotview').ej2_instances[0];
        pivotObj.setProperties({
            dataSourceSettings: {
                columns: [],
                rows: [],
                values: [],
                filters: []
            }
        }, false);
    }
    function beforeExport(args) {
            args.pdfExportProperties = {
                header: {
                    fromTop: 0,
                    height: 130,
                    contents: [
                        {
                            type: 'Text',
                            value: "Pivot Table",
                            position: { x: 0, y: 50 },
                        }
                    ]
                },
                footer: {
                    contents: [
                        {
                            type: 'Text',
                            value: "Thank You",
                            style: { textBrushColor: '#FF0000', fontSize: 13, dashStyle: 'Solid', hAlign: 'Center' }
                        }
                    ]
                }
            };
            args.excelExportProperties = {
                header: {
                    headerRows: 2,
                    rows: [
                        {
                            cells: [
                                {
                                    colSpan: 4,
                                    value: 'Pivot Table',
                                    style: {
                                        fontColor: '#C67878',
                                        fontSize: 20,
                                        hAlign: 'Center',
                                        bold: true,
                                        underline: true,
                                    },
                                },
                            ],
                        },
                    ],
                },
            };
        }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

output

ActionBegin

The event actionBegin triggers when the UI actions such as switching between pivot table and pivot chart, changing chart types, conditional formatting, exporting, etc. that are present in toolbar UI begin. This allows user to identify the current action being performed at runtime. It has the following parameters:

dataSourceSettings: It holds the current data source settings such as input data source, rows, columns, values, filters, format settings and so on.
actionName: It holds the name of the current action began. The following are the UI actions and their names:

Action	Action Name
New report	Add new report
Save report	Save current report
Save as report	Save as current report
Rename report	Rename current report
Remove report	Remove current report
Report change	Report change
Conditional Formatting	Open conditional formatting dialog
Number Formatting	Open number formatting dialog
Export menu	PDF export, Excel export, CSV export
Show Fieldlist	Open field list
Show Table	Show table view
Chart menu	Show chart view
Sub-totals menu	Hide sub-totals, Show row sub-totals, Show column sub-totals, Show sub-totals
Grand totals menu	Hide grand totals, Show row grand totals, Show column grand totals, Show grand totals

cancel: It allows user to restrict the current action.

In the below sample, toolbar UI actions such as add new report and save current report can be restricted by setting the args.cancel option to true in the actionBegin event.

CSHTML
ActionBegin-aggregation.cs
<ejs-pivotview id="pivotview" allowExcelExport="true" allowNumberFormatting="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="100%" height="300" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load",
"Grid", "Chart", "Export", "SubTotal", "GrandTotal", "ConditionalFormatting", "NumberFormatting", "FieldList" })" actionBegin="actionBegin">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" expandAll="false" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>

<script>
    function actionBegin(args) {
        if (args.actionName == 'Add new report' || args.actionName == 'Save current report') {
            args.cancel = true;
        }
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

ActionComplete

The event actionComplete triggers when the UI actions such as as switching between pivot table and pivot chart, changing chart types, conditional formatting, exporting, etc. that are present in toolbar UI, is completed. This allows user to identify the current UI actions being completed at runtime. It has the following parameters:

dataSourceSettings: It holds the current data source settings such as input data source, rows, columns, values, filters, format settings and so on.
actionName: It holds the name of the current action completed. The following are the UI actions and their names:

Action	Action Name
New report	New report added
Save report	Report saved
Save as report	Report re-saved
Rename report	Report renamed
Remove report	Report removed
Report change	Report changed
Conditional Formatting	Conditionally formatted
Number Formatting	Number formatted
Export menu	PDF exported, Excel exported, CSV exported
Show Fieldlist	Field list closed
Show Table	Table view shown
Sub-totals menu	Sub-totals hidden, Row sub-totals shown, Column sub-totals shown, Sub-totals shown
Grand totals menu	Grant totals hidden, Row grand totals shown, Column grand totals shown, Grand totals shown

actionInfo: It holds the unique information about the current UI action. For example, while adding new report, the event argument contains information such as report name and the action name.

CSHTML
ActionComplete-aggregation.cs
<ejs-pivotview id="pivotview" allowExcelExport="true" allowNumberFormatting="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="100%" height="300" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load",
"Grid", "Chart", "Export", "SubTotal", "GrandTotal", "ConditionalFormatting", "NumberFormatting", "FieldList" })" actionComplete="actionComplete">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" expandAll="false" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>

<script>
    function actionComplete(args) {
        if (args.actionName == 'New report added' || args.actionName == 'Report saved') {
            // Triggers when the toolbar UI actions such as add new report and save current report icon are completed.
        }
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

ActionFailure

The event actionFailure triggers when the current UI action fails to achieve the desired result. It has the following parameters:

actionName: It holds the name of the current action failed. The following are the UI actions and their names:

Action	Action Name
New report	Add new report
Save report	Save current report
Save as report	Save as current report
Rename report	Rename current report
Remove report	Remove current report
Report change	Report change
Conditional Formatting	Open conditional formatting dialog
Number Formatting	Open number formatting dialog
Export menu	PDF export, Excel export, CSV export
Show Fieldlist	Open field list
Show Table	Show table view
Chart menu	Show chart view
Sub-totals menu	Hide sub-totals, Show row sub-totals, Show column sub-totals, Show sub-totals
Grand totals menu	Hide grand totals, Show row grand totals, Show column grand totals, Show grand totals

errorInfo: It holds the error information of the current UI action.

CSHTML
ActionFailure-aggregation.cs
<ejs-pivotview id="pivotview" allowExcelExport="true" allowNumberFormatting="true" allowConditionalFormatting="true" allowPdfExport="true" showToolbar="true" allowCalculatedField="true" showFieldList="true" width="100%" height="300" toolbar="@(new List<string>() {"New", "Save", "SaveAs", "Rename", "Remove", "Load",
"Grid", "Chart", "Export", "SubTotal", "GrandTotal", "ConditionalFormatting", "NumberFormatting", "FieldList" })" actionFailure="actionFailure">
    <e-datasourcesettings dataSource="@ViewBag.DataSource" expandAll="false" enableSorting="true">
        <e-formatsettings>
            <e-field name="Amount" format="C0" maximumSignificantDigits="10" minimumSignificantDigits="1" useGrouping="true"></e-field>
        </e-formatsettings>
        <e-rows>
            <e-field name="Country"></e-field>
            <e-field name="Products"></e-field>
        </e-rows>
        <e-columns>
            <e-field name="Year"></e-field>
            <e-field name="Quarter"></e-field>
        </e-columns>
        <e-values>
            <e-field name="Sold" caption="Units Sold"></e-field>
            <e-field name="Amount" caption="Sold Amount"></e-field>
        </e-values>
    </e-datasourcesettings>
    <e-gridSettings columnWidth="140"></e-gridSettings>
    <e-displayOption view="Both"></e-displayOption>
</ejs-pivotview>

<script>
    function actionFailure(args) {
        if (args.actionName == 'Add new report' || args.actionName == 'Save current report') {
            // Triggers when the current UI action fails to achieve the desired result. 
        }
    }
</script>
public ActionResult Index()
{
    var data = GetPivotData();
    ViewBag.DataSource = data;
    return View();
}

Toolbar in ASP.NET CORE Syncfusion Pivot Table Control

Built-in Toolbar Options

Show desired chart types in the dropdown menu

Switch the chart to multiple axes

Show or hide legend

Adding custom option to the toolbar

Toolbar Template

Save and load report as a JSON file

Save and load reports to a SQL database

Create a Web API service to connect to a SQL Server database

Saving a report

Loading a report

Renaming a report

Deleting a report

Adding a report

Limitations with respect to report manipulation

Events

FetchReport

LoadReport

NewReport

RenameReport

RemoveReport

SaveReport

ToolbarRender

Before Export

ActionBegin

ActionComplete

ActionFailure