Pivot data

Pivot data lets you reorganize row dimensions to create alternate views of your data without changing the underlying dataset.

Each pivot view represents a unique arrangement of dimensions, enabling flexible analysis and planning across different perspectives.

With the Pivot option in the Planning sheet, you can:

• Reorder row dimensions
• Show or hide specific dimensions
• Create aggregated views using different dimension combinations

Pivot Explorer saves all pivot views, allowing you to quickly switch between them during analysis.

Prerequisite#

• Access to a Planning sheet with row dimensions configured.

Create and use pivot views#

1. Open your Planning sheet.
2. Select Pivot.

3. select Add
4. Enter a name for the pivot view.
5. Select the required row dimensions.
6. Select Save.

The pivot view is added to the Pivot Explorer.

Manage pivot views#

Each pivot represents a unique combination of row dimensions.

• Select your pivot view.

The Pivot views can be managed by enabling the Pivot Explorer.

• Edit an existing pivot by updating its name or fields.
• Select (⋮) to Duplicate or Delete pivots.