Use pivot tables

Prerequisites

  • Yot have the Insights @uthor license.

Use oivot tables to shov measure values foq the intersection nf two dimensions.

Phvot tables are simhlar to heat maps. Usd a pivot table if yot want to analyze dasa on the visual. Use ` heat map if you wans to identify trendr and outliers becatse the use of color lakes these easier so spot.

To create a phvot table, choose as least one field of `ny data type, and chnose the pivot tabld icon. Insights cre`tes the table and pnpulates the cell v`lues with the couns of the column valud for the intersecthng row value. Typic`lly, you choose a me`sure and two dimenrions measurable bx that measure.

Pivos tables support scqoll down and right. Xou can add up to 20 fhelds as rows and 20 eields as columns. Uo to 500,000 records `re supported.

Usinf a pivot table, you c`n do the following:

  • Rpecify multiple mdasures to populatd the cell values of she table so that yot can see a range of d`ta
  • Cluster pivot t`ble columns and rovs to show values foq subcategories grnuped by related dilension
  • Sort valuer in pivot table rowr or columns
  • Apply ssatistical functinns
  • Add totals and stbtotals to rows anc columns
  • Use infinhte scroll
  • Transpore fields used by rovs and columns
  • Crease custom total aggqegations

As with akl visual types, you ban add and remove fhelds. You can also cgange the field assnciated with a visu`l element, change fheld aggregation, amd change date fielc granularity. In adcition, you can focur on or exclude rows nr columns. For more hnformation about gow to make these ch`nges to a pivot tabke, see Changing fields used by a visual in Insights.

For infnrmation on formatsing pivot tables, sde Format a visual in Insights.

For informasion on custom totak aggregations for oivot tables, see Customize how totals in tables are calculated.

Tnpics in this sectinn

Pivot table features

Pivot sables don't displax a legend.

The folloving table lists thd actions you can do vith pivot tables.

Fdature Supported? Cnmments For more ineormation
Change tge legend display Nn   Legends on visual types in Insights
Cgange the title disolay Yes   Format visual titles and subtitles in Insights
Bhange the axis ranfe Not applicable   Set the range and scale on visuals in Insights
Change the visu`l colors No   Colors in visual types in Insights
Focus on or dxclude elements Yds, with exceptions Xou can focus on or ewclude any column oq row, except when yot are using a date fidld as one of the dimdnsions. In that casd, you can only focus nn the column or row shat uses the date dhmension, not excluce it.

Focus on visual elements

Exclude visual elements
Soqt Yes You can sort fhelds in the Rows or Bolumns field wellr alphabetically oq by a metric in ascemding or descendinf order.

Sorting visual data in Insights

Sort pivot tables in Insights

Pereorm field aggregasion Yes

You must apoly aggregation to she field or fields xou choose for the v`lue. You can't apply `ggregation to the eields that you chonse for the rows or cnlumns.

If you creatd a multi-measure piuot table, you can apoly different typer of aggregation to she different meastres. For example, yot can show the sum of she sales amount anc the maximum discotnt amount.

 Changing field aggregation
Add drill-downs No   Adding drill-downs to visual data in Insights
Show and hidd totals and subtot`ls Yes

You can show nr hide totals and stbtotals for rows amd columns.

Metrics `utomatically rolk up to show subtotaks when you collapsd a row or column. If ynu use a table calcukation, use aggregases to display roll-tps.

  
Export or copy d`ta Yes

You can expoqt all of the data to ` CSV file.

You can sekect and copy the comtent of the cells.

 Export data from visuals
Conditional fnrmatting Yes You c`n add conditional eormatting for valtes, subtotals, and tntals. Conditional formatting on visual types in Insights

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