Working with pivot tables

Requirements

• To create or edit a data element, you must have Can Edit access to the individual workbook.
• Some exploratory actions are also supported with Can Explore access.

Plot a Pivot Table

Pivot tables and other data elements can be created via the PAGE ELEMENTS section of your workbook's editor panel or directly from an existing data element.

Pivot table data will not display on the page canvas until at least one plot field is defined.

Add columns to open fields using either the field's + menu or dragging and dropping the column.

Required Fields

• PIVOT ROW (1+ columns) and/or PIVOT COLUMN (1+ columns)
• VALUE (1+)
  Columns added to the VALUE field are aggregated by default. Aggregation type (e.g. Sum vs Count) is dependent on the original column’s value type (e.g. text, number, date, etc).

Optional Fields

All pivot table fields are categorized under required fields (see section above).

Pivot Table Format Options

To begin editing an element's format options:

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode; see Workbook modes.

1. Select Element format in the side navigation.
2. Click a format category to view and edit its settings.

The following format categories are available for pivot tables:

• Background
• Title
• Grid (show row grid, show column grid)

Column Formatting Options

The following column formatting options are available:

• Alignment
• Font color
• Background color
• Conditional formatting

Apply Basic Visual Column Formatting

The following instructions are applicable to column alignment, font color, and background color.

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mod; see Workbook modes.

1. Select the column you want to format.
2. Click the paint bucket button in the workbook toolbar.
3. Select your formatting options.
   

Apply Conditional Formatting

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode; see Workbook modes.

1. Select the element.
2. Click the paintbrush button in the workbook sidebar.
   
3. Click Conditional formatting.
4. Click + Add rule.
5. Customize the rule and/or add additional rules.
   

Aggregate a Pivot Table's VALUES

Columns added to a pivot table’s VALUE field are automatically aggregated. Numeric columns are aggregated by Sum, while text and date columns are aggregated by Count.

To change a column's aggregation:

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode; see Workbook modes.

1. In the editor panel, hover over the column, and click its caret ().
   This will open the column's menu.
2. Select a new aggregate type from the Set aggregate submenu.
   

Add a Calculated Column to a Pivot Table

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode; see Workbook modes.

1. Select the pivot table.
2. Click the VALUES section's plus (+) button.
3. Select New column.
   
   This will automatically add a new column under VALUES and activate the formula bar.
4. Enter your formula. Then hit Enter on your keyboard.
   

Collapse Grouped Rows and Columns

Pivot tables can be expanded and collapsed by both columns and rows. This is only possible when the pivot table has at least two columns plotted under either PIVOT ROW or PIVOT COLUMN. To do this, click the plus (+) and minus (-) buttons on one of the pivot table's row, column, or cell headers.

Pivot Columns and Rows

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode; see Workbook modes.

1. Select the pivot table.
2. In the editor panel, click the swap rows/columns () button, located to the right of the PIVOT ROW header.

VALUE Placement

Column hierarchy can be defined when two or more columns are plotted as VALUES. This can be done by placing the pivot table’s VALUE fields in relation to PIVOT ROWS and PIVOT COLUMNS.

Structure VALUE Hierarchy

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode; see Workbook modes.

1. Select the pivot table.
2. Plot at least two columns under VALUE.  
   When you do this, a box labeled VALUES will appear under PIVOT COLUMNS. 
   
3. Using your cursor, drag and drop the VALUES box to another position under PIVOT COLUMNS or to PIVOT ROWS. 
   

Maximize the Pivot Table View

When viewing, exploring, or editing a workbook, all data elements are minimized by default to display multiple elements in the canvas. You can maximize any data element to focus on its details and explore the underlying data.

When a pivot table is maximized, it expands to the full width of the workbook page and displays the element's underlying data table. Because the element and underlying data are inherently linked, changes applied to one are automatically reflected in the other.

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Data elements can be maximized in any workbook mode (View, Explore, or Edit), but changes can be made in Explore and Edit modes only.