Sandbox::https://github.com/apache/superset/pull/42761

rusackas · 2026-08-04T21:49:10Z

SUMMARY

#41463 (SIP-216, merged via #41184) correctly moved Pivot Table totals/subtotals to DB-computed rollup queries, fixing non-additive metrics (ratios, COUNT_DISTINCT, AVG, etc.) that were previously wrong when re-aggregated client-side. As part of that change, the Pivot Table's old "Aggregation function" control was removed entirely, and its "Sum as Fraction of Total/Rows/Columns" options went with it.

That was collateral damage, not something the SIP identified as broken: those fraction variants only ever wrapped Sum/Count (both additive), so they were mathematically correct even before #41184, and users are now asking for the display mode back (originally raised against #41463).

This reintroduces it as a standalone "Show values as" control, rather than resurrecting the removed per-metric "Aggregation function" selector. The new architecture actually makes this cleaner than before: every cell already holds a DB-correct rollup value at every scope (its own cell, row total, column total, grand total), so showing a value as a fraction of one of those scopes is now a pure presentational transform at render time. It reuses react-pivottable's existing fractionOf template — the same one the old "Sum as Fraction of ..." options used — wrapping the current passthrough cellValue aggregator instead of sum()/count(), and reusing the same row/column/grand-total lookup (getAggregator) the removed feature relied on. No new query, no touching grouping_sets, no per-metric control to reintroduce.

Percentage display always uses a fixed percent format; a per-metric custom formatter (currency, decimals, etc.) doesn't apply to a ratio, so custom column formatters are skipped while a fraction mode is active (matching the old behavior, which also always used a fixed percent formatter regardless of the metric's own format).

BEFORE/AFTER SCREENSHOTS OR ANIMATED GIF

Pivot table of birth_names (rows = state, columns = gender, metric = sum__num, row/column totals on), cycling through the new control:

Actual values (default, unchanged behavior):

Actual values, with row and column totals

% of row total — every row (and the row-total column) sums to 100.0%:

% of column total — every column (and the column-total row) sums to 100.0%:

% of grand total — the grand-total corner reads 100.0%, every other cell is its share of it:

The control itself, alongside the rest of the Options panel:

Show values as control, dropdown open showing all four options

TESTING INSTRUCTIONS

Create or open a Pivot Table chart with at least one row grouping, one column grouping, and one metric.
In the Options panel, find the new Show values as control (below "Combine metrics") and select "% of row total", "% of column total", or "% of grand total".
Confirm cell values re-render as percentages without a new query being issued (it's a renderTrigger control).
Confirm each row's percentages sum to 100% in "% of row total" mode, each column's percentages sum to 100% in "% of column total" mode, and the grand total cell always reads 100%.
Switch back to "Actual values" (the default) and confirm the original numeric display returns.
npx jest --runInBand plugins/plugin-chart-pivot-table — all 96 tests pass, including 5 new tests covering all three fraction modes plus the default/unset case.
npx tsc --noEmit -p plugins/plugin-chart-pivot-table/tsconfig.json and pre-commit run on the changed files both pass clean.

ADDITIONAL INFORMATION

Has associated issue: [SIP-216] Correct totals and subtotals for non-additive metrics in Table and Pivot Table charts #41463
Required feature flags:
Changes UI
Includes DB Migration (follow approval process in SIP-59)
- Migration is atomic, supports rollback & is backwards-compatible
- Confirm DB migration upgrade and downgrade tested
- Runtime estimates and downtime expectations provided
Introduces new feature or API
Removes existing feature or API

Issue #41463 (SIP-216, merged via #41184) correctly moved pivot table totals/subtotals to DB-computed rollup queries, fixing non-additive metrics (ratios, COUNT_DISTINCT, AVG, etc.). As part of that, the Pivot Table's old "Aggregation function" control was removed entirely, taking its "Sum as Fraction of Total/Rows/Columns" options down with it -- collateral damage, not something the SIP identified as broken. Those variants only ever wrapped Sum/Count (both additive), so they were already correct before #41184 and remain a distinct, wanted feature independent of the non-additive-totals fix. This reintroduces it as a standalone "Show values as" control rather than resurrecting the old per-metric aggregator-override mechanism. Now that every cell already holds a DB-correct rollup value at every scope (row total, column total, grand total), showing a cell as a fraction of one of those scopes is a pure presentational transform at render time: reuse react-pivottable's existing fractionOf template, wrapping the passthrough `cellValue` aggregator instead of `sum()`/ `count()`, and reuse the same row/column/grand-total lookup (`getAggregator`) the removed feature relied on. No new query, no touching grouping_sets, no per-metric control. Percentage display always uses a fixed percent format; per-metric custom formatters (currency, decimals, etc.) don't apply to a ratio, so formattedAggregators is skipped while a fraction mode is active.

bito-code-review · 2026-08-04T21:49:20Z

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Review Details

Files reviewed - 7 · Commit Range: cdb52e5..cdb52e5
- superset-frontend/plugins/plugin-chart-pivot-table/src/PivotTableChart.tsx
- superset-frontend/plugins/plugin-chart-pivot-table/src/plugin/controlPanel.tsx
- superset-frontend/plugins/plugin-chart-pivot-table/src/plugin/transformProps.ts
- superset-frontend/plugins/plugin-chart-pivot-table/src/react-pivottable/utilities.ts
- superset-frontend/plugins/plugin-chart-pivot-table/src/types.ts
- superset-frontend/plugins/plugin-chart-pivot-table/test/plugin/transformProps.test.ts
- superset-frontend/plugins/plugin-chart-pivot-table/test/react-pivottable/tableRenders.test.tsx
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bito-code-review · 2026-08-04T21:54:05Z

The flagged issue is correct. The showValuesAs control exposes percentage options that require specific rollup levels (row, column, or grand totals) to calculate correctly. If these rollups are disabled in the pivot table configuration, the calculation logic will fail to find the required denominator, resulting in NaN% or Infinity% values.

To resolve this, you can update the controlPanel.tsx to conditionally disable these choices based on the state of the rollup toggles. You can use the visibility property in the control configuration to hide or disable the percentage options when the corresponding totals are not enabled.

Example implementation for controlPanel.tsx:

// Inside controlPanel.tsx, update the showValuesAs control configuration:
visibility: ({ controls }) => {
  const rowTotals = controls?.rowTotals?.value;
  const colTotals = controls?.colTotals?.value;
  // Logic to filter choices based on rowTotals/colTotals
  return { ... };
},

I have checked the available comments on this PR, and there are no other review comments to address. Would you like me to proceed with implementing this fix in the controlPanel.tsx file?

superset-frontend/plugins/plugin-chart-pivot-table/src/plugin/controlPanel.tsx

visibility: ({ controls }) => {
                const rowTotals = controls?.rowTotals?.value;
                const colTotals = controls?.colTotals?.value;
                // Logic to filter choices based on rowTotals/colTotals
                return { ... };
              },

codecov · 2026-08-04T22:00:15Z

Codecov Report

❌ Patch coverage is 75.47170% with 13 lines in your changes missing coverage. Please review.
✅ Project coverage is 65.76%. Comparing base (0e4e368) to head (1681dad).

Files with missing lines	Patch %	Lines
...hart-pivot-table/src/react-pivottable/utilities.ts	66.66%	13 Missing ⚠️

Additional details and impacted files

@@            Coverage Diff             @@
##           master   #42761      +/-   ##
==========================================
+ Coverage   65.75%   65.76%   +0.01%     
==========================================
  Files        2842     2842              
  Lines      162277   162314      +37     
  Branches    37173    37197      +24     
==========================================
+ Hits       106711   106752      +41     
+ Misses      53498    53494       -4     
  Partials     2068     2068

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javascript	`72.09% <75.47%> (+0.01%)`	⬆️
mysql	`57.82% <ø> (ø)`
postgres	`57.87% <ø> (ø)`
presto	`39.95% <ø> (ø)`
python	`59.25% <ø> (ø)`
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… totals toggle `showValuesAs` percent modes (% of row/column/grand total) divide by a rollup level that `buildGroupbyCombinations` only queried when the matching Total/subtotal display toggle was on, so picking a percent mode without enabling that toggle could crash on a missing denominator aggregator. Force the required level(s) in and fall back to a blank cell instead of throwing if one is ever still missing. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

github-actions · 2026-08-04T23:02:07Z

🎪 Showtime is building environment on GHA for 490356d

… pruning test buildGroupbyCombinations iterates rows as the outer loop and columns as the inner loop, so when both the rows-collapsed and columns-collapsed levels are pruned in (the percent_total case), the rows-collapsed level pairs with every column prefix before the leaf row prefix does -- matching the row/col-only pruning tests directly above it. The new percent_total test had those two entries swapped; order carries no functional meaning downstream (transformProps/PivotData key off each row's own tags, not array position), so this fixes the expectation rather than the (correct) production code.

github-actions · 2026-08-05T17:55:16Z

🎪 Showtime is building environment on GHA for 9492b26

github-actions · 2026-08-05T18:14:07Z

🎪 Showtime deployed environment on GHA for 9492b26

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eschutho

Posting on Elizabeth's behalf — this is her PR reviewer agent. Forward any pushback to her and she'll loop me back in.

Left a few notes below — one functional item worth a look before merge, plus two related test-coverage gaps. All line numbers verified against HEAD f4a5010a84ab387a09858ac7372ab340cdb7f880.

superset-frontend/plugins/plugin-chart-pivot-table/src/plugin/controlPanel.tsx#L246-L268

showValuesAs is registered as renderTrigger: true, but buildGroupbyCombinations uses formData.showValuesAs to decide which grouping_sets levels to request for non-additive metrics (AVG, COUNT_DISTINCT, ratios), and that only runs when the query itself is rebuilt. Since rowTotals/colTotals/rowSubTotals/colSubTotals all default to false, a fresh Pivot Table with a non-additive metric that's switched straight to "% of grand total" wouldn't trigger a requery — every cell would fall through the new denominatorAggregator.inner guard below to blank, with no error or obvious reason why. Additive metrics (SUM/COUNT) aren't affected since their totals are synthesized client-side from the always-fetched leaf rows.

WDYT — should showValuesAs drop renderTrigger so it forces a requery, or would it make more sense for buildQuery to always request the totals/grand-total levels regardless of the display toggles?

superset-frontend/plugins/plugin-chart-pivot-table/src/react-pivottable/utilities.ts#L756-L767

This null-guard on denominatorAggregator.inner is only reachable when the requested denominator level is missing from the data — which is exactly the staleness scenario above — but nothing in the test suite constructs PivotData with a level missing to exercise it.

Could we add a test that omits e.g. the grand-total record from the input and asserts the affected cells render blank rather than throwing? Useful either way the item above gets resolved, and it'd pin down the current fallback behavior.

superset-frontend/plugins/plugin-chart-pivot-table/test/react-pivottable/tableRenders.test.tsx

The PR description calls out that per-metric custom formatters (currency, decimals, etc.) are intentionally skipped while a fraction mode is active, but none of the new tests pass customFormatters alongside showValuesAs to verify that.

Small addition, but would it be worth one test asserting a percent cell ignores an active customFormatters override?

eschutho

Approving — the items in my earlier comment (renderTrigger staleness for non-additive metrics, plus two test-coverage gaps) are worth a look, but I'll leave it to you whether they're blocking or fine as a follow-up.

…ion, guard non-dict JSON Two issues flagged in review of the restore-percent-display migration: - The migration mapped both "Sum as Fraction of X" and "Count as Fraction of X" onto the new value-based showValuesAs modes. Count-fraction divided a record count, not a metric value, so translating it would silently change what the chart displays (e.g. a 50/50 split by count could become 10/90 by value) rather than restore it. Count variants are now left un-migrated. - params/query_context can hold malformed non-dict JSON (`[]`, `null`) from unrelated historical bugs; `.get()` on that raised outside the try/except and could abort `superset db upgrade` mid-migration after earlier batches already committed. Both helpers now check isinstance(..., dict) first.

…action-of

Master gained a new migration (16755d4ca4ae) chaining from the same parent (f3a8c1d2e9b7) this migration used, which the CI test-load-examples job caught as "multiple head revisions are present". Repointed to the new true head after merging master in.

github-actions · 2026-08-05T19:07:17Z

🎪 Showtime is building environment on GHA for d8d8c72

Two issues in the fractionOf denominator lookup flagged in review: - metricAxis was only captured from the first record pushed into a shared Total/corner slot, but `inner` (e.g. cellValue) keeps the value from the last record pushed. For a multi-metric chart this could point the denominator lookup at a different metric than the one the numerator value actually belongs to. metricAxis is now updated on every push so it stays in sync with `inner`. - A null numerator (a DB rollup that's null, rendered blank in actual mode) coerced to 0 under JS's `/` operator, turning a blank cell into a measured 0.0% in fraction mode. `value()` now returns null in that case instead of dividing. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

github-actions · 2026-08-05T19:14:28Z

🎪 Showtime is building environment on GHA for 85760b8

github-actions · 2026-08-05T19:26:34Z

🎪 Showtime deployed environment on GHA for d8d8c72

• Environment: http://44.244.249.18:8080 (admin/admin)
• Lifetime: 48h auto-cleanup
• Updates: New commits create fresh environments automatically

Adds the two test-coverage gaps flagged in review: a percent showValuesAs cell whose denominator rollup level is absent from the data renders blank instead of NaN%/Infinity%, and a percent cell ignores an active customFormatters override rather than applying it to a ratio. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

github-actions · 2026-08-05T20:03:18Z

🎪 Showtime is building environment on GHA for 1681dad

rusackas · 2026-08-05T20:03:24Z

@eschutho showValuesAs already lost renderTrigger in an earlier pass so switching it forces a requery. Just pushed the two test-coverage gaps too: a missing-denominator case (renders blank, not NaN%/Infinity%) and one confirming customFormatters is ignored in percent mode.

github-actions · 2026-08-05T20:21:27Z

🎪 Showtime deployed environment on GHA for 1681dad

• Environment: http://34.213.8.252:8080 (admin/admin)
• Lifetime: 48h auto-cleanup
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bito-code-review · 2026-08-05T20:54:37Z

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Review Details

Files reviewed - 4 · Commit Range: a2f6a55..1681dad
- superset/migrations/versions/2026-08-05_00-00_1a27941d5352_restore_pivot_table_percent_display.py
- tests/unit_tests/migrations/test_restore_pivot_table_percent_display.py
- superset-frontend/plugins/plugin-chart-pivot-table/src/react-pivottable/utilities.ts
- superset-frontend/plugins/plugin-chart-pivot-table/test/react-pivottable/tableRenders.test.tsx
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pull-request-size Bot added the size/L label Aug 4, 2026

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This was referenced Aug 5, 2026

Pivot table: CSV/XLSX exports and scheduled reports don't respect "Show values as" percent display #42809

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fix(pivot-table): blank ambiguous cross-metric totals and null values in fraction mode #42810

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rusackas added 2 commits August 5, 2026 12:01

Merge remote-tracking branch 'origin/master' into feat/pivot-table-fr…

8a3093e

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msyavuz mentioned this pull request Aug 31, 2026

fix(pivot-table): apply "Show values as" percent to exports and reports #43718

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rusackas mentioned this pull request Sep 10, 2026

docs(pivot-table): document the "Show values as" percentage display option #44127

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rusackas mentioned this pull request Sep 25, 2026

Pivot table reports/alerts/exports may re-aggregate already-aggregated data for subtotals (SIP-216 gap) #44625

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sadpandajoe mentioned this pull request Oct 14, 2026

fix(pivot-table): requery when totals and subtotals options change #45306

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SUMMARY

BEFORE/AFTER SCREENSHOTS OR ANIMATED GIF

TESTING INSTRUCTIONS

ADDITIONAL INFORMATION

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