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What Is Pivot?

A Pivot table turns a list of records into a summary. Instead of reading every order, ask how much did each region sell? Pivot groups matching orders and calculates the answer.

You do not need database or business-intelligence experience to use it. Start with the question you want to answer, then choose the fields that describe it.

The Transformation: From Facts to Insights

Section titled “The Transformation: From Facts to Insights”
Interactive example

From facts to a Pivot

Transform repeated transactions into a cross-tab

The example loads when visible.

Try changing how the records are grouped. Each result cell summarizes the orders that match its row and column. The original orders stay unchanged.

For example:

RegionProductSales
NorthHeadphones200
NorthHeadphones100
SouthSpeakers200

Grouping those three records by Region and adding Sales gives North 300, South 200, and Grand Total 500. This small table illustrates the operation; the interactive example above has its own displayed source records.

Rows choose groups down the left, such as Region. Add a second row field, such as Product, to create nested groups.

Columns split each group across the top, such as Q1 and Q2. Pivot creates the required headers from your data.

Values say what to calculate, such as total Sales or average Delivery Time. The calculation that combines records is called an aggregation.

Users can change fields, expand groups, filter records, inspect underlying orders, save layouts and create charts. For larger or restricted datasets, server-side Pivot calculates summaries on your backend. Browser virtualization makes the displayed grid efficient; it does not remove the memory and calculation costs of loading all records locally.

Continue with Rows, Columns and Values, prepare your data, then build your first Pivot. When you are ready to visualize a summary, follow your first Pivot Chart.