Pivot

Pivot tables are one of the most useful widgets for visualizing data. They enable you to quickly summarize and analyze large amounts of data.

Adding Data

Select the data to appear in the Pivot.

  1. In the Rows panel, click Add + to select the field(s) whose values will be placed in the rows of the Pivot table.

    When more than one Row is selected, the Rows are broken into sub-rows (groups). For example, the following shows Condition added as a second Row:
  2. In the Columns panel, click Add + to select the field(s) whose values will be placed in the columns of the Pivot table.
    You can drag and drop the fields that you added to Columns to the Rows area and vice versa.
  3. In the Values panel, select a field whose values will appear in the Rows and Columns of the Pivot table.
    Tip: Right-click the value to add data bars to your pivot table.

Grand Totals and Subtotals

You can add Grand Totals and Subtotals to your tables, and define how to calculate subtotals.

To add Grand Totals and Subtotals to rows:

  1. Click on the menu of the Row in the Data Panel, or right-click on the row header in the widget, and select Grand Totals or Subtotals.
    Note: Subtotals are enabled only if you have more than one row in your table.
  2. If you selected to display subtotals, select the method by which to calculate them. Click on the menu of the Value in the data panel, and then click Subtotal by and select the method.
    Note: You can choose different subtotals in each field. To do this, click on the header of the desired value in the table, click Subtotal By and select the method.

    The default option is Auto, which aggregates all the data. The other custom options (Sum, Min, Max, etc.) calculate only the values in the rows above the subtotal.

    Look at the following example:

    In the top example, using the Auto option, the subtotal for average revenue aggregates all the sales and revenue data, thus representing a true subtotal of the average revenue for the Asia region.

    In the bottom example, Average is used to calculate the subtotal, and therefore calculates the average of all the average revenue values in the rows above the subtotal.

Grand Totals

Grand totals aggregate the rows in the pivot table.

To add grand totals:

If defined, the Grand Totals is effected by subtotals. In the following example, the Grand Total for Average Sales is 10, representing the average sales for two regions (Asia and Europe). In the example below, Average Sales has a subtotal (see above) set to Sum, and therefore the Grand total is the total of the rows above.

Rectifying Problems with Grand Totals and Subtotals

In some cases, it may seem that the grand or subtotal is calculated incorrectly. The reason may be just the selected calculation method.

In other cases, you may to calculate weighted averages in the Grand and Subtotals instead of the arithmetic mean that is used by the system.

To rectify problems with Grand Totals and Subtotals:

To calculate weighted averages in the grand and subtotals:

Designing the Pivot Table

Fine-tune the appearance of the PIVOT table, using the following tools.

Exception Highlighting

Conditional formatting can be used for exception highlighting in a Pivot table. For example, as shown below:

See Defining Conditional Coloring – Condition for more information.

Note: For more styling options, including font style and colors, see this article.

Limitations

To successfully export pivot tables, you are advised to split pivot table with many columns to separate pivot tables.