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How to use the Pivot Table Widget
How to use the Pivot Table Widget
Ryan Stuart avatar
Written by Ryan Stuart
Updated over a week ago

In this article, you will learn how to build and interpret the Pivot Table widget in your dashboards.

What is a Pivot Table?

A pivot table is a summarized or aggregated view of one or more fields in your data that allows you to compare and find patterns across discrete categories.

How to use the Pivot Table widget

To create your pivot table, click "Open pivot table", which will open the widget in the expanded view mode.

Alternatively, you can pre-populate the Pivot Table with an interesting pair that you have identified via the Top Correlations widget.

Once in the expanded view of the Pivot Table, you can select the row field and column field that you would like to see, as well as which value (frequency, NPS, rating fields, etc.), and add multiple rows or columns for the aggregations. You will also be able to adjust the color scheme if you would prefer different colors.

The color gradient uses a fixed binning approach. There are 5 color values in the color gradient that are determined by taking the minimum and maximum cell values and calculating 5 equally sized bins across the range of values. For example, if the minimum value is 1 and the maximum value is 100, the bins will be 1-20, 21-40, 41-60, 61-80, and 81-100.

When you have updated your table, you can choose to sort it by a single column by simply clicking on the row/column name.

Updating the Pivot Table widget

To update your pivot table, change the fields and/or values in the right selector pane and don't forget to click "Update"!

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