Simplify complex data analysis by integrating a pivot table into your dashboard, allowing you to effortlessly organize, summarize, and visualize key insights.
Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Admins: Add, configure, and manage Pivot Table Widgets. |
Related Reading |
Overview
SmartSuite’s Pivot Table Widget helps transform complex data into an organized view, allowing users to see patterns and trends efficiently. Pivot tables enable grouping and summarization, structuring information into rows and columns to answer key questions like:
"Which product sold the most?"
"What is the average income per region?"
Key Features:
Supports data retrieval from Tables in any Solution.
Offers table format.
Allows customization through filters, sorting, and summary options.
Configuring the Pivot Table Widget
1. Heading
Set a Title for the widget.
Optionally add a Description that can be displayed as a Tooltip (appearing when you hover in info icon) or below the Title (always displayed under the widget's title).
2. Source Selection
Choose the Solution and Table to retrieve data from.
Apply filters to refine the data (e.g., filter by sales reps or specific time periods).
Example filter configuration:
3. Rows Configuration
Select a Field to display as Rows (horizontal dimension).
Choose a Sort By field (optional) and set the Sort Order (Ascending or Descending).
4. Columns Configuration
Choose a Field to display as Columns.
Select a Sort By field and set the Sort Order.
5. Summary Configuration
Specify the values to be displayed in pivot cells using two options:
Count – Counts the total records matching the row and column values.
Field Value – Uses numeric values for summarization, with the following options:
Sum – Adds all values together (default option).
Max – Displays the highest value in the set.
Min – Displays the lowest value in the set.
Average – Calculates the mean value of the set.
Pivot Table Display Options
Once configured and added to your dashboard, your pivot widget will look something like this:
Note: You can adjust the size of the columns to best accommodate the data you're displaying.
Practical Use Cases and Scenarios
1. Sales Analysis
Scenario: A sales manager wants to track product performance across different regions.
Solution: Use a Pivot Table Widget to group sales data by product and region.
Outcome: Quickly identifies top-performing products and high-revenue regions.
2. Inventory Management
Scenario: A warehouse manager needs to monitor stock levels and reorder points.
Solution: Configure a Pivot Table Widget to summarize product quantities and stock alerts.
Outcome: Ensures proactive inventory replenishment and reduces stock shortages.
3. Survey Data Analysis
Scenario: A researcher analyzes survey responses to identify trends.
Solution: Use the Pivot Table Widget to categorize and summarize participant responses.
Outcome: Provides clear insights into public opinion and behavioral trends.
4. Expense Tracking
Scenario: A finance team tracks spending across different departments.
Solution: Display categorized expenses and compare amounts over time.
Outcome: Helps teams identify cost-saving opportunities and monitor budgets.