You find the Pivot Table option in the
Insert menu.
Insert pivot table
To insert a pivot table, follow these steps —
- Select the cells / columns you want to include in your pivot table
- Click Insert > Pivot Table
- Configure the table options in the Pivot Table Editor
| Field Name | Use To |
|---|---|
| Source Reference | The cell or range of cells with the data that you want to use as the source of your Data Table. |
| Rows | Groups data by a specific category, allowing you to organize and analyze your dataset by different values in that category. |
| Columns | Organizes data into vertical categories, letting you compare values across different groups in the dataset |
| Values | Aggregates data (e.g., sum, average) for selected fields, providing insights based on your specified metrics. |
| Filter | Include or exclude specific data, refining the results displayed based on selected criteria. |
Types of aggregation
Here's a list of allowed aggregation as part of the Values field —
- SUM
- AVERAGE
- COUNT
- COUNTA
- COUNTUNIQUE
- MAX
- MEDIAN
- MIN
- PRODUCT
Show or hide totals
On both — Rows & Columns — field, you can go to more options of the value chosen and then toggle the ability to either show or hide totals like so —
Show or hide repeated labels
Here's how you can show or hide repeated values —
Filtering values
You can filter the table like so —
Here's a list of conditions allowed —
- Matches
- Contains
- Equal
- Not equal
- Greater
- Lesser
- Greater or equal
- Lesser or equal
- Empty
- Not empty
Edit pivot table
You can change the source reference, row / column data, values and filter settings in the pivot table editor. You can also rename your pivot table, delete it, or change its visibility settings in the pivot table toolbar.
Pro tips
Aggregating data
Here's how you can aggregate data by month using the date column —