Creating a Pivot Table in a Report

Unifyr Support
Unifyr Support
  • Updated

You can create a pivot table from your report data, where the data in the table is grouped and labeled by one of its columns (dimensions).  You pivot the rows generated for the dimension so they become columns. This lets you narrow down a large data set or analyze relationships between data points. Pivot tables reorganize your dimensions and metrics to help you quickly summarize your data and see relationships that might otherwise be hard to spot.

For example, the table below shows a list of partners and their lead totals, based on the source of their registration. It's just a list of partners with their registration source and the lead numbers:

admin_analytics_report_pivot_off.png

Pivoting the Partner Name column organizes the data into a column for each partner, with each partner having their own columns for registration source and lead totals.

admin_analytics_report_pivot_on.png

  1. With the Explore of the report open, nominate the column (based on a dimension) that you want to group the information by.
  2. Go to the Fields area of the report builder (left sidebar)
  3. Find the dimension in the In Use list. This is the list of fields that are employed in the report.
  4. Hover over the dimension name and choose the Pivot data icon pivot_icon.png. You can click the icon again to remove the pivot on the column.

    admin_analytics_report_column_pivot.png

  5. Click Run. The column is added as a row for the table, and the data from the columns distributed among its values.

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