Pivot Tables
Pivot Tables help transform flat report data into an interactive cross-tabulated view, making it easier to compare metrics across dimensions such as Campaign, Channel, Audience Segment, or Date.
Pivot mode enables fast comparative analysis directly within Report Builder without exporting data externally.
Pivot Tables are available for Table widgets in both:
Report Builder
Dashboard views
Standard Table vs Pivot Table
Standard Table
Displays data in a traditional tabular layout where:
Each row represents a record
Each column represents a metric or dimension
Pivot Table
Displays aggregated data across row and column groupings, helping identify trends and comparisons more easily.
Pivot Tables dynamically update based on:
Row Groups
Pivot Columns
Aggregated Metrics
Enabling Pivot Mode
To switch a table widget from Standard Table to Pivot Table,
1. Hover over the widget tile to reveal the action bar.
2. Click the ⋯ (three-dot) overflow menu icon in the top-right of the tile.
3. Select Toggle Pivot Mode from the dropdown.
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The widget will reload in Pivot Table mode.
To return to Standard Table mode, open the same menu and select Toggle Standard Mode
Pivot functionality is supported only for Table Widgets in Report Builder and Dashboard views.
Pivot Table Layout
Pivot Tables are built using three core areas:
Area | Purpose |
|---|---|
Row Groups | Organizes rows using dimensions |
Pivot Columns | Creates dynamic column headers |
Values | Displays aggregated metrics |
Configuring a Pivot Table
The most advanced editing experience is available in the full-screen table editor.
To configure a Pivot Table:
1. Open the widget in full-screen mode.
2. Use the Columns Panel to drag and organize fields.
3. Add:
Dimensions into Row Groups or Pivot Columns
Metrics into Values
Changes are reflected immediately in the table preview.
Row Groups
Row Groups define how records are organized vertically.
Examples:
Campaign
Audience Segment
Region
Multiple Row Groups can create hierarchical views for deeper analysis.
Pivot Columns
Pivot Columns define the horizontal grouping structure.
Examples:
Date
Channel
Device Type
Distinct values automatically become column headers.
Metric Aggregations
Values in Pivot Tables are aggregated automatically using supported functions.
Function | Description |
|---|---|
Sum | Adds all values |
Count | Counts records |
Average | Calculates the mean value |
Min | Displays the smallest value |
Max | Displays the largest value |
Configuration Limits
To maintain readability and performance, Pivot Tables support:
Configuration | Maximum |
|---|---|
Row Groups | 3 |
Pivot Columns | 2 |
Metric Values | 10 |
Saving Pivot Configurations
Pivot settings are saved with the widget, including:
Pivot mode
Row groups
Pivot columns
Aggregated metrics
Saved configurations automatically reload when reopening the report or dashboard.
Exporting Pivot Tables
Pivot Tables support exporting the current view to:
CSV
Excel
Exports preserve the pivoted structure and layout visible in the table.
Best Practices
Use Row Groups for hierarchical organization.
Use Pivot Columns for side-by-side comparisons.
Keep the number of metrics focused for easier readability.
Use full-screen editing for more advanced configurations.
Export Pivot Tables when sharing summarized insights externally.