Pivot table

A pivot table displays data in tabular form, where rows and columns contain source values, and the cells at their intersections contain the resulting values.

Pivot tables make it easier to work with large amounts of data and let you analyze the relationship between different measures.

pivot_table

For example, you can use this type of table to analyze accommodation type revenue by borough over a specific period.

AI-Insights supported

Use the AI-Insights feature with this chart type.

  1. Open the All workbooks overview page and select your workbook.

  2. Click CreateWizard chart. You'll see the chart creation wizard.

  3. On the top left, select the Dataset you want to visualize.

  4. Click the chart type field on the right of the dataset section and select Pivot table from the drop-down menu.

  5. Drag and drop Measures and Dimensions to the appropriate sections of the chart (see the Data fields tab).

    Your chart creation wizard should look similar to the following:

    pivot_table-wizard

  6. Click Save in the upper-right corner of the page.

  7. Name your chart and click Done.

  8. Choose the appropriate location for your chart by dragging it around the dashboard and resize it by dragging the lower-right corner of its frame.

  9. Click Save in the upper-right corner of the page.

Wizard slot Description
Columns Dimensions that are used as columns. Field name is used as the column heading.
Rows Dimensions that are used as rows.
Measures Dimensions or Measures.
If you add more than one field to this slot, a Measure Names field will appear in the Columns slot. It defines the position of the value headers.
You can move the Measure Names field to the Rows slot.
Colors Dimension or Measure. Affects the fill color of all the cells in a the table.
Sorting Dimensions or Measures from the Columns slot. Multiple-field slot. Affects the sorting of the table fields.
Chart filters Dimension or Measure. Used to filter values.

To open data type settings, click the field type icon before the field name:

  • for Integer type fields:

    Name

    Description

    Possible values

    Name

    Sets the name of the measure

    A string of characters.

    Type (Before aggregation)

    Sets the field's data type.

    Integer, Fractional number, String, Logical, Date, Date and time

    Aggregation

    Applies a selected aggregation function to the data field.

    No: doesn't apply aggregation. Count: applies the COUNT function, returns the total number of entries. Sum: applies the SUM function, returns the sum of all the field's values. Average: applies the AVG function, returns the arithmetic mean value. Minimum: applies the MIN function, returns the minimum value. Maximum: applies the MAX function, returns the maximum value. Count distinct: applies the COUNTD function to the data field and returns the number of unique values in the field.

    Format

    Sets the value display format

    Number: display the values as plain numbers. Percent: show the values as a percentage.

    Precision

    Sets the number of characters displayed after the decimal point in a value.

    Any positive integer.

    Show thousands separator

    Toggles the separation of groups of thousands.

    Show: display spaces between groups of thousands. Hide: hide spaces between groups of thousands.

    Prefix

    Sets a text to display before the value

    A string of characters.

    Postfix

    Sets a text to display after the value.

    A string of characters.

    Units

    Sets a rounding scale to apply to the field's values.

    Null: don't apply rounding. Auto: select and apply a rounding scale automatically. Thousands, K: round to thousands, display 000 as K. Millions, M: round to millions, display 000 000 as M. Billions, B: round to billions, display 000 000 000 as B. Trillions, T: round to trillions, display 000 000 000 000 as T.

    Sub-totals

    Show subtotal values for row/column

    Off - default state, On

  • for String type fields:

    Name

    Description

    Possible values

    Name

    Sets the name of the dimension

    A string of characters.

    Type

    Sets the field's data type.

    Integer, Fractional number, String, Logical, Date, Date and time

    Aggregation

    Sets the aggregation type

    No: doesn't apply aggregation. Count: applies the COUNT function to the data field and shows the number total number of entries. Count distinct: applies the COUNTD function to the data field and returns the number of unique values in the field.

    Sub-totals

    Show subtotal values for row/column

    Off - default state, On

  • for Date type fields:

    Name

    Description

    Possible values

    Name

    Sets the name of the dimension

    A string of characters.

    Type

    Sets the field's data type.

    Integer, Fractional number, String, Logical, Date, Date and time

    Grouping

    Sets the grouping and rounding by time period.

    No - doesn't apply grouping. Rounding - rounds the values by Year, Quarter, Month, Week or Day. Date part - returns the number of a time period: Year, Quarter, Month, Week, Day of week, or Day.

    Date mode

    Toggles the date display mode.

    Continuous - display all the dates continuously. Discrete - show the dates containing values.

    Aggregation

    Applies a selected aggregation function to the data field.

    No: doesn't apply aggregation. Count: applies the COUNT function, returns the total number of entries. Minimum: applies the MIN function, returns the minimum value. Maximum: applies the MAX function, returns the maximum value. Count distinct: applies the COUNTD function to the data field and returns the number of unique values in the field. Average: applies the AVG function, returns the arithmetic mean value.

  • for Geodata type will convert into Integer.

To open chart settings, click to the right of the chart type above the wizard slot fields. You'll see a dialog window with the following controls:

Control Default state Description
Header Off Displays the specified text in the centered line above the chart.
Pagination Off Shows pagination controls if the number of rows exceeds the number specified in the Limit setting.
Limit 100 Sets the number of rows per page if pagination is enabled.
Old pivot tables Off Allows you to use an obsolete logic of pivot tables, without coloring or in-chart calculations. Disables the Totals setting.

Show totals

To calculate and show the Totals value, enable the Sub-totals for the first field in the Columns or Rows section.

After managing the controls, click Apply to see the results on the chart preview.

To open slot settings, click in a row with the slot name.

Color:

On the left, you can select a line from a data source in the Colors slot of your chart.

On the right, you can select a color scheme and a color for the line. Select AUTO to let Visualization do the coloring for you.

  • To limit the size of a table, use filters or sorting. It's hard to read tables with many rows or columns.

  • Click the column header to sort the table by its value:

    pivot-table-sorting

  • You can color table cells depending on the values of a measure. This will emphasize them.

  • This chart type can't display NULL or negative values.