IMPORTANT: This document is specific to Sigma Workbooks. If you instead want to learn about this topic in worksheets, please visit Pivot Tables (Worksheets).

Summary of Content

Plot a Pivot Table
      Required Fields
      Optional Fields
Pivot Table Format Options
Column Formatting Options
       Apply Basic Visual Column Formatting
       Apply Conditional Formatting
Aggregate VALUES
Add a Calculated Column
Collapse Grouped Rows and Columns
Pivot Columns and Rows
VALUE Placement
      Structure VALUE Hierarchy
Expand to Focus Mode
Related Resources

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

Screen_Shot_2021-05-14_at_2.42.14_PM.png

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, select the element to open its editor panel view. Then click the paintbrush icon at the top of the editor panel.

The following Format options are available for pivot tables: 

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

Column Formatting Options

The following column formatting options are available:

Apply Basic Visual Column Formatting

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

  1. Select the column(s) you wish to format.
  2. Click the paint bucket icon in the workbook toolbar to open the FORMATTING popup.
  3. Click to open the menu's ELEMENTS tab.
  4. Select your formatting options.

Apply Conditional Formatting

  1. Select the pivot table.
  2. Click the dropdown icon Pivot Column or Pivot Row header to open its dropdown menu.
  3. Select Conditional formatting to open the editor's conditional format view. 
  4. Customize the rule and/or add additional rules. 

    Screen_Shot_2021-05-15_at_11.26.04_AM.png

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, first open the column's dropdown menu from the editor panel. Then use the set aggregate submenu to select your desired aggregation.

Screen_Shot_2021-05-14_at_2.55.51_PM.png

Add a Calculated Column to a Pivot Table

  1. Open the pivot table's editor panel.
  2. Click the + button next either the VALUE or COLUMNS section.  The VALUE + button will add the new column directly the the VALUE field. 
  3. Click New column.
    Screen_Shot_2021-05-14_at_3.07.19_PM.png
  4. This will automatically add a new column and activate the formula bar.
     Enter your formula. Then click Enter.
    Screen_Shot_2021-05-14_at_3.16.33_PM.png

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 collapse/expand your data, click the +/- buttons on the pivot table's row/column/cell headers. 

2021-06-07_17-08-43__1_.gif

Pivot Columns and Rows

  1. Open the pivot table's editor panel.
  2. Click the swap rows with columns icon button to the right of the PIVOT ROW header.Screen_Shot_2021-08-11_at_9.55.41_AM.png

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

  1. Open the pivot table's editor panel.
  2. Plot at least two columns must be plotted under VALUE.  
    When you do this, a box labeled VALUES will appear under PIVOT COLUMNS
    Screen_Shot_2021-09-17_at_5.16.28_PM.png
  3. Using your cursor, drag and drop this VALUES box to another position under PIVOT COLUMNS or to PIVOT ROWS. 
    Screen_Shot_2021-09-17_at_5.12.48_PM.png

Expand to Focus Mode

All data elements have two interactive view modes: the standard view and the focus view. When an element enters focus view, it expands to take up the entire page canvas. 

Focused pivot tables show both the pivot able and a spreadsheet-like version of the visualization’s data, called the focus view table. The pivot table and its focus view table are linked – make a change to one and the other will react accordingly.

To open an element's focus view, click the maximize button in the element’s in-line toolbar (accessible on hover and when the element is selected).

To collapse it back to its standard view, click the minimize button in the page toolbar.

Learn more.

Related Resources

Workbooks: An Overview
Intro to Data Elements
Working with Tables
Data Element Filters