Skip to main content

Pivot Table widget

Pivot tables summarise large tables into a compact matrix — statuses across columns, offices down the rows, totals in the cells — so managers can scan exceptions without scrolling a thousand-row grid.

Typical scenarios:

  • count of requests by status (columns) and department (rows);
  • sum of amounts by month and product line;
  • a fixed text label in a cell when you need a legend or marker instead of a number.

Rows, columns, and cells​

SettingPurpose
Group rows byFields that define each row (multiple levels supported)
Group columns byFields that define each column (optional; otherwise a single column)
CalculationsWhat appears in each cell

For each calculation:

OptionMeaning
Record countNumber of matching records
Count distinctNumber of distinct values of a field
Sum / average / minimum / maximumAggregate a field (including text fields where that aggregation makes sense)
Fixed textShow a constant label in the cell instead of a computed number

Row and column groupings can sort by the group label or by a measure, and the first row grouping can use a top-N limit (keep only that many distinct values after sorting). Optional row totals and column totals add grand-total lines.

Row and column headings can be configured as links to other pages so operators can drill from the summary into the underlying list or detail.

Drill-through​

Configure a drill-through destination for measure cells: clicking a cell opens a page with URL-seeded user filters for that cell’s row and column dimension values (equality filters). Date/time-formatted groupings are skipped because display buckets are not safe as equality filters. Optional popup opening is supported.

Date grouping​

When a row or column group uses a date field, set Date format the same way as on charts (including Y and m/Y) so periods roll up cleanly.

Layout​

Use widget Width and Visibility like other widgets when the pivot shares a dashboard with charts or grids.