Pivot view

Summarize and compare data in a pivot table.

Use a Pivot view to group records and calculate summary values across rows and columns.

In Pivot view you can:

• Click Configure pivot to define how the pivot table is built.

• In Rows, choose the fields that should appear as row groups.

  • The selected values appear in the first column of the pivot table.
  • Add more than one row field if you want to break groups down further.
• In Columns, choose the fields that should appear as column groups.

  • The selected values appear as column headers at the top of the pivot table.
  • Add more than one column field if you want nested column groups.
• In Values, choose the fields you want to calculate.

  • Select an aggregation such as Sum, Count, Average, Min, Max, or Unique, depending on the field type.
  • For some field types, only specific aggregations are available.
  • Add more than one value field to compare several results in the same pivot table.
• Use the arrow icons to change the order of row, column, or value fields.

  • The order changes how the pivot table groups and displays the results.
• Remove a field if you no longer want to include it in the pivot table.
• Use Filter to show only the records you need in the pivot.

Export data downloads the pivot as an Excel file with the rows and columns shown in the current view.