SmartSuite now brings Pivot Table widgets to your mobile dashboards! You can review summarized data, with the same rows, columns, values, and totals you see on the web, right from your phone or tablet.
Plan Availability | All plan types |
Permissions | General Access – All users with access to a dashboard can view and interact with Pivot Table widgets. Solution Creators and Workspace Admins configure them in the web app. |
Related Reading |
What Is the Pivot Table Widget?
The Pivot Table widget summarizes your records by cross-tabulating one field against another, using counts, sums, averages, minimums, or maximums. Now supported on mobile, this feature helps you:
Check summarized data away from your desk
Tap through to the records behind any number
Open the table full screen for a closer look
Key Benefits
Same Numbers as the Web: Rows, columns, cell values, row and column totals, and the grand total all match the web app
Pinned Headers: The header row and first column stay in place while the rest of the table scrolls in both directions
Formatting That Follows the Field: Currency, percent, precision, separators, and prefixes or suffixes display the way the summarized field is configured
Tap Through to Records: Tap a cell, a total, or the grand total to open the records behind it
Full Screen Tables: Open the pivot on its own screen, sized to your device
No Setup Required: Works automatically on existing dashboards with Pivot Table widgets, and column widths set on the web carry over
How to Use Pivot Table Widgets on Mobile
Follow these steps to start using Pivot Table widgets on your mobile device:
Set Up the Widget on the Web
Pivot Table widgets are configured in the web app, and the mobile app displays them
To add or edit one, see Dashboards: Pivot Table Widget
Open a Dashboard
Navigate to any dashboard that includes a Pivot Table widget
The widget appears in place, with its title and description
Read the Table
Swipe horizontally to scroll through columns
Swipe vertically to scroll through rows
The totals heading matches the summary type: Total, Sum, Max, Min, or Average
A dash (-) means no records match that row and column combination
Records with an empty value in the row or column field are grouped under a blank title, with their own totals
Tap Through to Records
Tap a cell to open exactly the records counted in that cell
Tap a row or column total to open the records for that row or column
Tap the grand total to open every record behind the widget
Go back to return to the dashboard
View the Table Full Screen
Tap the expand icon to the right of the widget title
The table opens on its own screen, titled with the widget name
Tapping cells and totals works the same way in full screen
Messages You May See
No records to be displayed: The widget's filter doesn't match any records
Number of rows or columns limit exceeded: The widget's configuration can't be displayed, for example because it exceeds the 1,000-row or 1,000-column maximum. Edit the widget in the web app.
If the widget's row or column field has been deleted, or you don't have access to its source table, the widget shows a message instead of an empty space. Ask a Solution Creator or Workspace Admin to update the widget in the web app.
Practical Scenarios and Use Cases
Service Queue Check-In
Scenario: A service manager wants to check open tickets by priority and assignee between meetings.
Solution: The manager opens a mobile dashboard with a Pivot Table widget that has Priority as rows and Assignee as columns, then taps any number to see the tickets behind it.
Risk Review Prep
Scenario: A risk owner needs a quick look at findings by severity and status on the way into a review.
Solution: The risk owner opens a Pivot Table widget with Severity as rows and Status as columns, then taps the expand icon to see the full table on screen.
Summary
With Pivot Table widgets now supported on mobile, the summaries your team relies on travel with them, with no extra setup. Review the numbers, tap through to the records, and stay informed from anywhere.