Create a pivot table

Prerequisites

  • You have the Insights Author license.

Page location

Insights > Analyses > Click an analysis

Procedure

Create a pivot table

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.

  3. Click the Pivot tableicon.

  4. Drag a dimension from the Data panel into the Rows field well.
  5. Drag a dimension into the Columns field well.
  6. Drag a measure into the Values field well. With steps 4–6, you create a single-measure pivot table.
  7. (Optional) To create a multi-measure pivot table, drag at least one more measure into the Values field well.

  8. (Optional) To create a clustered pivot table, drag at least one more dimension into the Rows field well and at least one more dimension into the Columns field well.

    You can also select multiple fields for all of the pivot table field wells if you want to. Doing this combines the multi-measure and clustered pivot table approaches.

NOTE   To view roll-ups for calculated fields, make sure that you are using aggregates. For example, a calculated field with field-1 / field-2 doesn't display a summary when rolled up. However, sum(field-1) / sum(field-2) does display a roll-up summary.

Choose a layout

You can further customize the way your data is presented with Tabular and Hierarchy layout options. For pivot tables that use a tabular layout, each row field is displayed in its own column. For pivot tables that use a hierarchy layout, all row fields are displayed in a single column. Indentation is used to differentiate row headers of different fields.

  1. Click Format visual (the pencil icon in the upper-right corner of the visual). The Properties panel opens.
  2. Expand Pivot options.
  3. Choose a layout option. The formatting options available vary based on the layout that you choose for your pivot table visual. For more information about formatting differences between tabular and hierarchy pivot tables, see Format tables and pivot tables in Insights.

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