Toolbar

React

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A toolbar option has been provided to the pivot controls. It allows users access the frequently used features easily. Users also can save the state of the pivot table and load it back whenever required using this option. This option can be enabled by setting the showToolbar property to true. The toolbar property accepts the collection of built-in toolbar options.

To use the toolbar, inject the Toolbar module into the pivot table.

Built-in toolbar options can be added by defining the toolbar as a collection of built-in 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
Exporting	Exports the pivot table as PDF/Excel/CSV
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
Fieldlist	Shows the fieldlist pop-up

Report manipulation like save, load, rename, etc.., operations can be performed through events. In the following example, the localStorage (session storage) is used to manipulate the report operation.

Source

Preview

index.tsx

index.jsx

import * as React from 'react';
import * as ReactDOM from 'react-dom';
import {
    PivotViewComponent, IDataOptions, Inject, FieldList, CalculatedField,
    Toolbar, PDFExport, ExcelExport, ConditionalFormatting, SaveReportArgs,
    FetchReportArgs, LoadReportArgs, RemoveReportArgs, RenameReportArgs
} from '@syncfusion/ej2-react-pivotview';
import { pivotData } from './datasource';
class App extends React.Component<{}, {}>{
  public dataSourceSettings: IDataOptions = {
    columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
    dataSource: pivotData as IDataSet[],
    expandAll: false,
    filters: [],
    drilledMembers: [{ name: 'Country', items: ['France'] }],
    formatSettings: [{ name: 'Amount', format: 'C0' }],
    rows: [{ name: 'Country' }, { name: 'Products' }],
    values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }]
  };
  public pivotObj: PivotViewComponent;
   public toolbarOptions: any = ['New', 'Save', 'SaveAs', 'Rename', 'Remove', 'Load',
        'Grid', 'Chart', 'Export', 'SubTotal', 'GrandTotal', 'ConditionalFormatting', 'FieldList'];


    saveReport(args: any): void {
        let reports: SaveReportArgs[] = [];
        let isSaved: boolean = false;
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reports = JSON.parse(localStorage.pivotviewReports);
        }
        if (args.report && args.reportName && args.reportName !== '') {
            reports.map(function (item: any): any {
                if (args.reportName === item.reportName) {
                    item.report = args.report; isSaved = true;
                }
            });
            if (!isSaved) {
                reports.push(args);
            }
            localStorage.pivotviewReports = JSON.stringify(reports);
        }
    }
    fetchReport(args: FetchReportArgs): void {
        let reportCollection: string[] = [];
        let reeportList: string[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item: any): void { reeportList.push(item.reportName); });
        args.reportName = reeportList;
    }
    loadReport(args: LoadReportArgs): void {
        let reportCollection: string[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item: any): void {
            if (args.reportName === item.reportName) {
                args.report = item.report;
            }
        });
        if (args.report) {
            this.pivotObj.dataSource = JSON.parse(args.report).dataSource;
        }
    }
    removeReport(args: RemoveReportArgs): void {
        let reportCollection: any[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (let i: number = 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);
        }
    }
    renameReport(args: RenameReportArgs): void {
        let reportCollection: string[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item: any): any { if (args.reportName === item.reportName) { item.reportName = args.rename; } });
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    newReport(): void {
        this.pivotObj.setProperties({ dataSource: { columns: [], rows: [], values: [], filters: [] } }, false);
    }
  render() {
    return <PivotViewComponent id='PivotView' ref={(scope) => { this.pivotObj = scope; }} dataSourceSettings={this.dataSourceSettings} width={'100%'} height={350} showFieldList={true} gridSettings={{ columnWidth: 140 }} allowExcelExport={true} allowConditionalFormatting={true} allowPdfExport={true} showToolbar={true} allowCalculatedField={true} displayOption={{ view: 'Both' }} toolbar={this.toolbarOptions} newReport={this.newReport.bind(this)} renameReport={this.renameReport.bind(this)} removeReport={this.removeReport.bind(this)} loadReport={this.loadReport.bind(this)} fetchReport={this.fetchReport.bind(this)} saveReport={this.saveReport.bind(this)}><Inject services={[FieldList, CalculatedField, Toolbar, PDFExport, ExcelExport, ConditionalFormatting]} /></PivotViewComponent>
  }
};
ReactDOM.render(<App />, document.getElementById('pivotview'));

import * as React from 'react';
import * as ReactDOM from 'react-dom';
import { PivotViewComponent, Inject, FieldList, CalculatedField, Toolbar, PDFExport, ExcelExport, ConditionalFormatting } from '@syncfusion/ej2-react-pivotview';
import { pivotData } from './datasource';
class App extends React.Component {
    constructor() {
        super(...arguments);
        this.dataSourceSettings = {
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            dataSource: pivotData,
            expandAll: false,
            filters: [],
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }]
        };
        this.toolbarOptions = ['New', 'Save', 'SaveAs', 'Rename', 'Remove', 'Load',
            'Grid', 'Chart', 'Export', 'SubTotal', 'GrandTotal', 'ConditionalFormatting', 'FieldList'];
    }
    saveReport(args) {
        let reports = [];
        let 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);
        }
    }
    fetchReport(args) {
        let reportCollection = [];
        let reeportList = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) { reeportList.push(item.reportName); });
        args.reportName = reeportList;
    }
    loadReport(args) {
        let 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) {
            this.pivotObj.dataSource = JSON.parse(args.report).dataSource;
        }
    }
    removeReport(args) {
        let reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (let 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);
        }
    }
    renameReport(args) {
        let 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);
        }
    }
    newReport() {
        this.pivotObj.setProperties({ dataSource: { columns: [], rows: [], values: [], filters: [] } }, false);
    }
    render() {
        return <PivotViewComponent id='PivotView' ref={(scope) => { this.pivotObj = scope; }} dataSourceSettings={this.dataSourceSettings} width={'100%'} height={350} showFieldList={true} gridSettings={{ columnWidth: 140 }} allowExcelExport={true} allowConditionalFormatting={true} allowPdfExport={true} showToolbar={true} allowCalculatedField={true} displayOption={{ view: 'Both' }} toolbar={this.toolbarOptions} newReport={this.newReport.bind(this)} renameReport={this.renameReport.bind(this)} removeReport={this.removeReport.bind(this)} loadReport={this.loadReport.bind(this)} fetchReport={this.fetchReport.bind(this)} saveReport={this.saveReport.bind(this)}><Inject services={[FieldList, CalculatedField, Toolbar, PDFExport, ExcelExport, ConditionalFormatting]}/></PivotViewComponent>;
    }
}
;
ReactDOM.render(<App />, document.getElementById('pivotview'));

You can customize the toolbar items in the toolbarRender event. Actions for the customized toolbar items are defined inside the customized toolbar item.

By default, the custom toolbar items are positioned at left. You can change the position of the toolbar items by using the align property. In the following sample, the expand/collapse toolbar item is positioned at right.

Source

Preview

index.tsx

index.jsx

import * as React from 'react';
import * as ReactDOM from 'react-dom';
import {
    PivotViewComponent, IDataOptions, Inject, FieldList, CalculatedField,
    Toolbar, PDFExport, ExcelExport, ConditionalFormatting, SaveReportArgs,
    FetchReportArgs, LoadReportArgs, RemoveReportArgs, RenameReportArgs, ToolbarArgs
} from '@syncfusion/ej2-react-pivotview';
import { pivotData } from './datasource';
class App extends React.Component<{}, {}>{
  public dataSourceSettings: IDataOptions = {
    columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
    dataSource: pivotData as IDataSet[],
    expandAll: false,
    filters: [],
    formatSettings: [{ name: 'Amount', format: 'C0' }],
    rows: [{ name: 'Country' }, { name: 'Products' }],
    values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }]
  };
  public pivotObj: PivotViewComponent;
   public toolbarOptions: any = ['New', 'Save', 'SaveAs', 'Rename', 'Remove', 'Load',
        'Grid', 'Chart', 'Export', 'SubTotal', 'GrandTotal', 'ConditionalFormatting', 'FieldList'];


    saveReport(args: any): void {
        let reports: SaveReportArgs[] = [];
        let isSaved: boolean = false;
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reports = JSON.parse(localStorage.pivotviewReports);
        }
        if (args.report && args.reportName && args.reportName !== '') {
            reports.map(function (item: any): any {
                if (args.reportName === item.reportName) {
                    item.report = args.report; isSaved = true;
                }
            });
            if (!isSaved) {
                reports.push(args);
            }
            localStorage.pivotviewReports = JSON.stringify(reports);
        }
    }
    fetchReport(args: FetchReportArgs): void {
        let reportCollection: string[] = [];
        let reeportList: string[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item: any): void { reeportList.push(item.reportName); });
        args.reportName = reeportList;
    }
    loadReport(args: LoadReportArgs): void {
        let reportCollection: string[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item: any): void {
            if (args.reportName === item.reportName) {
                args.report = item.report;
            }
        });
        if (args.report) {
            this.pivotObj.dataSource = JSON.parse(args.report).dataSource;
        }
    }
    removeReport(args: RemoveReportArgs): void {
        let reportCollection: any[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (let i: number = 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);
        }
    }
    renameReport(args: RenameReportArgs): void {
        let reportCollection: string[] = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item: any): any { if (args.reportName === item.reportName) { item.reportName = args.rename; } });
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            localStorage.pivotviewReports = JSON.stringify(reportCollection);
        }
    }
    newReport(): void {
        this.pivotObj.setProperties({ dataSource: { columns: [], rows: [], values: [], filters: [] } }, false);
    }
    beforeToolbarRender(args: ToolbarArgs): void {
        args.customToolbar.splice(12, 0, {
            prefixIcon: 'e-tool-expand e-icons', tooltipText: 'Expand/Collapse',
            click: function (args: ClickEventArgs) {
                pivotObj.dataSource.expandAll = !pivotObj.dataSource.expandAll;
            },
            align: 'Right'
        });
    }
  render() {
    return <PivotViewComponent id='PivotView' ref={(scope) => { this.pivotObj = scope; }} dataSourceSettings={this.dataSourceSettings} width={'100%'} height={350} showFieldList={true} gridSettings={{ columnWidth: 140 }} allowExcelExport={true} allowConditionalFormatting={true} allowPdfExport={true} showToolbar={true} allowCalculatedField={true} displayOption={{ view: 'Both' }} toolbar={this.toolbarOptions} newReport={this.newReport.bind(this)} renameReport={this.renameReport.bind(this)} removeReport={this.removeReport.bind(this)} loadReport={this.loadReport.bind(this)} fetchReport={this.fetchReport.bind(this)} saveReport={this.saveReport.bind(this)} toolbarRender={this.beforeToolbarRender.bind(this)}><Inject services={[FieldList, CalculatedField, Toolbar, PDFExport, ExcelExport, ConditionalFormatting]} /></PivotViewComponent>
  }
};
ReactDOM.render(<App />, document.getElementById('pivotview'));

import * as React from 'react';
import * as ReactDOM from 'react-dom';
import { PivotViewComponent, Inject, FieldList, CalculatedField, Toolbar, PDFExport, ExcelExport, ConditionalFormatting } from '@syncfusion/ej2-react-pivotview';
import { pivotData } from './datasource';
class App extends React.Component {
    constructor() {
        super(...arguments);
        this.dataSourceSettings = {
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            dataSource: pivotData,
            expandAll: false,
            filters: [],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }]
        };
        this.toolbarOptions = ['New', 'Save', 'SaveAs', 'Rename', 'Remove', 'Load',
            'Grid', 'Chart', 'Export', 'SubTotal', 'GrandTotal', 'ConditionalFormatting', 'FieldList'];
    }
    saveReport(args) {
        let reports = [];
        let 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);
        }
    }
    fetchReport(args) {
        let reportCollection = [];
        let reeportList = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        reportCollection.map(function (item) { reeportList.push(item.reportName); });
        args.reportName = reeportList;
    }
    loadReport(args) {
        let 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) {
            this.pivotObj.dataSource = JSON.parse(args.report).dataSource;
        }
    }
    removeReport(args) {
        let reportCollection = [];
        if (localStorage.pivotviewReports && localStorage.pivotviewReports !== "") {
            reportCollection = JSON.parse(localStorage.pivotviewReports);
        }
        for (let 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);
        }
    }
    renameReport(args) {
        let 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);
        }
    }
    newReport() {
        this.pivotObj.setProperties({ dataSource: { columns: [], rows: [], values: [], filters: [] } }, false);
    }
    beforeToolbarRender(args) {
        args.customToolbar.splice(12, 0, {
            prefixIcon: 'e-tool-expand e-icons', tooltipText: 'Expand/Collapse',
            click: function (args) {
                pivotObj.dataSource.expandAll = !pivotObj.dataSource.expandAll;
            },
            align: 'Right'
        });
    }
    render() {
        return <PivotViewComponent id='PivotView' ref={(scope) => { this.pivotObj = scope; }} dataSourceSettings={this.dataSourceSettings} width={'100%'} height={350} showFieldList={true} gridSettings={{ columnWidth: 140 }} allowExcelExport={true} allowConditionalFormatting={true} allowPdfExport={true} showToolbar={true} allowCalculatedField={true} displayOption={{ view: 'Both' }} toolbar={this.toolbarOptions} newReport={this.newReport.bind(this)} renameReport={this.renameReport.bind(this)} removeReport={this.removeReport.bind(this)} loadReport={this.loadReport.bind(this)} fetchReport={this.fetchReport.bind(this)} saveReport={this.saveReport.bind(this)} toolbarRender={this.beforeToolbarRender.bind(this)}><Inject services={[FieldList, CalculatedField, Toolbar, PDFExport, ExcelExport, ConditionalFormatting]}/></PivotViewComponent>;
    }
}
;
ReactDOM.render(<App />, document.getElementById('pivotview'));

Toolbar

Built-in toolbar options

Customize toolbar items

See Also