Pivot and unpivot columns

Use the Pivot Column and Unpivot Column transformations in Infobridge to reorganize data into formats that are easier to analyze and report on.

Pivoting converts values from a selected column into multiple columns, while unpivoting converts multiple columns back into rows.

Pivot column#

The Pivot Column transformation converts values from a selected dimension into separate columns. This transformation lets you compare measures across categories more effectively.

Example: Pivot segment sales data

The following example shows sales data in a tabular format, where each segment appears as a row.

After you pivot the Segment column, each segment value appears as a separate column.

Create a pivot column

The following procedure pivots the Segment column and aggregates values from the Sum of Sales measure.

1. On the Transform tab, select Pivot Column.
2. In Category, select Segment.
3. In Operations, select the aggregation type.
4. In Values, select Sum of Sales.
5. Select Apply.

After you apply the transformation, each segment value becomes a separate column.

Choose an aggregation type

The Operations field determines how to aggregate values when multiple records exist for the same combination of dimensions.

Available aggregation options include:

• Sum
• Average
• Minimum
• Maximum

Unpivot column#

The Unpivot Column transformation reverses a pivot operation by converting multiple columns into rows.

Select columns to unpivot

For example, after pivoting the Segment column, each segment exists as an individual column. Unpivoting converts those segment columns back into row values.

1. On the Transform tab, select Unpivot Column.
2. In Category, select the columns to convert into rows.
3. Select Apply.

The following example selects all segment columns.

After you apply the transformation, the selected columns become two new columns:

• Attribute: Contains the original column names.
• Value: Contains the corresponding measure values.

For example, segment names such as Enterprise, Government, and Small Business move into the Attribute column, and their corresponding sales values appear in the Value column.

Rename unpivoted columns#

After unpivoting, the generated Attribute and Value column names might not match your business terminology.

Use Rename Column to replace the default column names with names that better reflect your business data.

1. On the Transform tab, select Rename Column.
2. Select the column to rename.
3. Enter a new column name.
4. Select Apply.

The following example renames the Value column to Sales.

After you apply the rename operation, the column displays the updated name.

You can use the renamed column in subsequent transformations, calculations, and reporting scenarios.