Pivot Table
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Last updated
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Pivot Table is a powerful tool used in data analysis and business intelligence.
Like Microsoft Excel, it helps in extracting significance from a large, detailed data set by allowing the users to rearrange and aggregate data with a simple drag-and-drop interface.
By organizing and grouping the data, Pivot Table facilitates the identification of patterns and insights, making it an invaluable feature for anyone looking to analyze trends, comparisons, and patterns in their data.
First, click on any "+ Add widget" button to add a widget.
Click on the Pivot Table option.
Click on the Add widget button to proceed.
Choose the available Collection or Connection of the data model that has been added.
The Pivot table shall be in Grouped mode as default.
Click on the Columns box.
The All fields pop-up will appear with all the available columns of the data model.
Simply drag and drop one or many fields into the Columns.
You can also drag and drop the fields to Rows and Values.
You can not select again the fields you have used for Rows and Values.
Click the Done button and the X button to close the All fields pop-up.
Click on the Rows box.
The All fields pop-up will appear with all the available columns of the data model.
Simply drag and drop one or many fields into the Rows.
You can also drag and drop the fields to Columns and Values.
You can not select again the fields you have used for Columns and Values.
Click the Done button and the X button to close the All fields pop-up.
Click on the Values box.
The All fields pop-up will appear with all the available columns of the data model.
Simply drag and drop one or many fields into the Values.
You can also drag and drop the fields to Columns and Rows.
You can not select again the fields you have used for Columns and Rows.
Choose the Formula to display your desired metric.
The default formula is Sum.
You can click on the 🖊 icon to customize the selected Values.
You can also customize the selected Values by clicking on the 🖊 icon in the Pivot table.
To create a Pivot table, you only need to add Columns or Rows with Values.
Your Pivot Table setup has been completed.
Click the Save changes button to confirm your setup.
You can build the Pivot Table with just only Columns or Rows with Values.
Use the search bar in the All fields pop-up to find your desired columns.
Toggle this on if you want to see the Grand totals.
To add more new fields in any section, first, click on the See more button.
Click on the Add field button then begin to drag and drop the available field to your desired section.
To move a field to another section, simply click and hold then move that field.
To clean a field, click on the X button right next to it.
To quickly clean all the fields in a section, click the Clear all button in the See more menu.
If you have multiple rows, it will add the same as Grouping Table.
You can quickly expand/collapse the whole group or just a sub-group by clicking the button and then choosing.
The state of expansion/collapse will be saved on each device.
The Pivot Table option can be selected by opening the Settings slider and then clicking on the Properties option.
Click on the View type dropdown and choose the Pivot Table icon to begin configuring your data model to the Pivot Table.
You can use our AI Visualization to quickly create a Pivot Table. For example: Create for me a Pivot Table with payment day as column, status as row, total sales as value.
