Use pivot table

Pivot data in a planning sheet#

Use Pivot Table to reorganize dimensions and measures and configure aggregations for totals and subtotals.

Convert row dimensions and column dimensions#

Move dimensions between the Rows and Columns buckets to change how data is displayed.

For example, convert the Region column dimension into a row dimension.

1. Open Pivot Table.
2. Drag Region from Columns to Rows.

The dimension is displayed as a row dimension instead of a column dimension.

Configure measure aggregations#

Configure aggregations for numeric measures when totals and subtotals are enabled.

Supported aggregation types include:

• Sum
• Average
• Minimum
• Maximum

1. Enable totals or subtotals.
2. Select the measure to aggregate.
3. Select an aggregation type.

For example, apply Sum to the Profit measure and Average to the Sales measure.

Convert dimensions into measures#

Convert a text dimension into a measure by moving it to the Values bucket.

1. Open Pivot Table.
2. Drag the dimension to Values.

The dimension is converted into a measure and can be aggregated with other values.

Concatenate text values#

Use Concat to combine text values from multiple rows into a single value by using a delimiter.

For example, concatenate all accounts within a segment while retaining the underlying information.

1. Drag the text field to the Values bucket.
2. Select Concat as the aggregation type.
3. Specify a delimiter.

The resulting value provides a summarized view of the underlying records and can be used in downstream visuals.