Pivot Table
This widget is a dynamic tool for interactively exploring, organizing, filtering, and summarizing KPIs across datasets
To access this tool, click on “Pivot Table” under the Tools section, on the left-side panel:
Key features:
- Dynamic Data Selection
- Users can choose datasets and time periods (e.g., Actuals, Budgets, Plans) to populate the pivot table
- Customizable Rows and Columns
- To access the Field List, click on the “Fields” button on the right-side panel of the table
- Select and Drag-and-drop functionality to arrange fields dynamically as rows and columns
- Users can open the Field List settings to customize the visualization
- Summarization Options
- Provides summary functions like Sum, Average, Count, Max/Min for numerical data
- The summary functions can be found right next to each value field, directly on the Field List settings.
- Multi-Level Grouping
- Supports hierarchical grouping (e.g., Channel > Sub Channel) by drag-and-drop fields within the Field List settings
- Filtering and Sorting
- To access the Filter, click on the “Filters” button on the right-side panel of the table
- Users can filter every field, such as the dataset, and columns by value or alphabetical order.
- The Sort feature can be reached through the sorting icon right next to each field, directly in the Pivot Table
- Drill-Down Capability
- Users can expand summary values to view detailed underlying data.
- The Drill-Down function will be accessible when there are at least 3 grouping fields
- Save and Load Configurations
- Allows saving of customized pivot table configurations for reuse