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Pivot Table

How to build a Pivot Table

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Written by Blake Hester
Updated over 9 months ago


A Pivot Table is a data visualization tool, that is based on a pivot table, which is a data summarization tool that allows users to rearrange, summarize, and analyze large datasets. A Pivot Table summarizes the data by grouping it into categories and calculating summary statistics, such as sums, averages, counts, or percentages, for each category.

The Pivot Chart example below is displaying incidents and grouping incidents together based on priority and state.

Let's look at the Data and Chart options for this Pivot Table. The Pivot Table is displaying incident data, therefore it is utilizing the incident table.

Conditions: Setting conditions allows you to query the table you are building the chart off of.

Row Field: Set the Row Field input to determine what the Rows of the Pivot table will be grouped by.

Column Field: Set the Column Field input to determine what the Columns of the Pivot Table will be grouped by.

Aggregate Type: Refers to a data aggregation method or function used to combine or summarize data from multiple records. They allow users to perform calculations on sets of records to derive meaningful insights. Some common aggregate types include:

  1. Count: Calculates the number of records in a set.

  2. Count Distinct: counts the number of unique, non-duplicated values in a field.

  3. Sum: Adds up the values of a specified field for a set of records.

  4. Average: Computes the average value of a specified field for a set of records.

  5. Minimum: Finds the minimum value of a specified field in a set of records.

  6. Maximum: Determines the maximum value of a specified field in a set of records.

Aggregate Field: refers to a field that displays an aggregated value based on the data from other fields. These fields are used to perform calculations or summarize data from related records.

A custom title of 'Incidents by Priority by State' is set to provide a quick understanding of the data that the Pivot Table is displaying.

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