Pivot Tables

Creating a Pivot Table

1. Open the Visualization tab in the right hand panel of your worksheet.
   
   
   
   
2. Click + button to add a new visualization. This will add a new visualization and open the visualization editor.
3. Under ‘VISUALIZATION TYPE’, select pivot table by clicking on the  icon.
   
   
   
   
4. Under the ‘Plot’ tab, select worksheet columns to include as fields in your pivot table.
   Your table must include at least one Row or Column and one Value.
   Columns added to the ‘Value’ field will automatically be aggregated. 
   
                   
   
   
5. After populating the above fields, you will have a pivot table! The ‘Plot’ and ‘Format’ tabs in the visualization editor will allow you to further customize it.
   
   
   

Plotting a Pivot Table

To begin plotting your pivot table, follow the instructions for creating a pivot table.

Pivot tables must include at least one Row or Column and one Value. Multiple columns can be added to any of these fields.

To customize your plotted fields further, open the caret menu on the field. From here, you can take actions such as column formatting, sorting, adding subtotals, and aggregating.

The actions you can take on a column depend on which type of field it belongs to. For example, you can add subtotals to columns under the ‘Row’ and ‘Column’ axis fields but not under ‘Values’.

Aggregating Columns in a Pivot Table

Columns added to a pivot table’s ‘Value’ field will automatically be aggregated. Numeric columns receive a ‘Sum’ aggregation, while text and date columns are aggregated by ‘Count’.

To change an aggregation:

1. Open the caret menu on the field.
2. Hover your cursor over ‘Aggregation’ to open the aggregation sub-menu.
3. Select a new aggregation type.
   
   
   
   

Adding Subtotals to a Pivot Table

Add an extra level of analysis to your pivot tables by creating row and column totals. These subtotals will inherit the aggregation used on the Value field in your pivot table.

1. Open an existing pivot table or create a new one.
2. Open the ‘Plot’ tab in the visualization editor.
3. Click to open the caret menu on the plotted column you would like to see totals for. This column must belong to the table’s ‘Row’ or ‘Column’ field.
4. In the dropdown menu, select ‘Show Totals’.
   
   
   
5. Your new subtotals should now display on your pivot table.
   Repeat steps 3 and 4 to generate any additional Row or Column subtotals.
   
   

Formatting a Pivot Table

To begin plotting your pivot table, open the ‘Format’ tab in your visualization editor.

This tab will allow you to customize the visual aspects of your table. Examples of customizations you can make include renaming the table, setting color schemes, and adding conditional formatting.

Exporting a Pivot Table

You can download pivot tables and other visualizations from Worksheets and Dashboards.

Scheduled exports of your visualizations can also be created from the schedule modal in your Worksheet.

Learn how to download visualizations from a worksheet.
Learn how to download visualizations from a dashboard.
Learn how to schedule exports from worksheets.

Compare this table in Sigma to the export results below.

Export Results & Limitations

Pivot tables exported for Excel (.xlsx) will reflect most structural and formatting options applied to your pivot table in Sigma. The only limitations are:

• Data bars, conditional formatting and colored styling
• Custom column widths

Pivot tables exported as CSVs will reflect the applied structural formatting. The limitations are:

• Data bars, conditional formatting and colored styling
• Custom column widths
• Value formats (eg  $  %)