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Toolbar in ASP.NET Core Pivot Table control

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.

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. NOTE: This applies only to the OLAP data source.

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.

tagHelper
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

Show desired chart types in the dropdown menu

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.

tagHelper
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

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.

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

Adding custom option to the toolbar

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.

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

tagHelper
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: ClickEventArgs) {
                    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

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.

tagHelper
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();
}

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.

tagHelper
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).

tagHelper
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: ClickEventArgs) {
                // 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: ClickEventArgs) {
                    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.

output

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