A Pivot Table widget summarizes a table in a grid of numbers. One field runs down the rows, another runs across the columns, and each cell holds a count or a sum. Think of a spreadsheet pivot table, drawn from your records and kept current.

Here is the test: do you want numbers by two categories at once, as a table rather than a chart? If yes, add a Pivot Table widget. For one category, a Summary Card or a Bar chart is simpler; see Dashboard Widget: Summary Card.

Example: a Vendor Management solution with a Vendors table. On the Vendor risk overview dashboard, Finance adds a Pivot Table widget called Contract value by tier. Vendor Tier runs down the rows and SOC 2 Report On File runs across the columns. Each cell shows the sum of Annual Contract Value, and a Total row and column close the grid. One glance shows how much spend sits with Tier 1 vendors that have no SOC 2 report on file.

Contract value by tier on the overview: three tier rows, Yes and No columns, a sum in each cell and the Total row and column.

The first widget on a dashboard lands at the top left, at half the row's width; the next lands beside it. Drag the handle on its right or bottom edge to resize it, and the handle in its header to move it; see Managing Widgets.

The Add New Widget panel open at the Views category, with the Pivot Table card and its tooltip.

The sidebar has one tab, General, with five sections in this order: Heading, Source, Rows, Columns and Summary. Rows, Columns and Summary are collapsed to start.

Title is the widget's name, shown in its header. It starts as "Pivot Table". Description is a switch, off to start. Turn it on and a text box appears, with the choice As A Tooltip or Below The Title; Below The Title is selected to start. For the example, the title is Contract value by tier.

Source Select shows the table's name with the solution under it. Select it to open the picker: the current solution's tables first, and a back chevron to the list of every solution you can see, each opening into its tables. Any table in the workspace can be the source. A Filter button sits under it. It narrows the records before they are counted or summed, with the standard Filter control; see Filtering records using conditions. For the example, the source is the Vendors table with no filter.

Three controls. Field picks the field whose values become the rows; the list holds the table's select, status, member, linked, text and number fields. Sort by orders the rows by Group (the row labels) or by Value (the numbers in the row); Group is selected to start. Sort Order is Ascending or Descending; Descending is selected to start. For the example, the rows are Vendor Tier, sorted by Group, Ascending.

The same three controls, Field, Sort by and Sort Order, for the columns. For the example, the columns are SOC 2 Report On File, so each row splits into Yes and No.

Summarize by sets what each cell holds. Count counts the records that match the row and the column; it is selected to start. Field adds a field picker and an aggregation dropdown with Sum, Max, Min and Average. For the example, the summary is Field, Annual Contract Value, Sum.

Rows, Columns and Summary set for the example, with the aggregation list open on Sum.

Solution Managers and members with Full Access add a Pivot Table widget to a public dashboard and change its settings. The owner does so on a private dashboard. See Dashboard Settings. Every viewer sees the pivot within their own permissions: records they cannot open are not counted for them. A shared dashboard shows the pivot read-only; see Public Dashboard Sharing.

The pivot reads as a table. The row field's values run down the left, under a corner cell that names both fields, "Vendor Tier, SOC 2 Report On File" for the example. The column field's values run across the top. A cell with no matching records shows a dash. A Total row and a Total column close the grid; there is no switch for them, they are always shown.

In View mode, hover over the widget to see a full-screen icon and a three-dot menu with Minimize and Export at its top right. Drag a column edge to make a column wider or narrower. Select a cell to open the records behind it.

In Edit mode, hover over the widget. A strip appears in its header with Drag Widget, Move Up, Move Down, Edit and More Options. Select Edit to reopen the window; its footer now reads Cancel and Save Changes. Closing it after a change opens a prompt. It reads "Are you sure you want to exit without saving the changes you made?". Its buttons are Exit Without Saving and Save Changes.

The strip's More Options menu holds Minimize, Highlight Color, Duplicate Widget, Export, Delete Widget and Collapsed by Default. Duplicate Widget opens a dialog where you name the copy, which lands below the original. Delete Widget asks "Are you sure you want to delete the <name> widget?" with No, cancel and Yes, delete widget; a deleted widget does not go to the Recycle Bin. See Manage widgets on a dashboard. There is no Save button on the dashboard: Add Widget or Save Changes in the window is the only commit, and the dashboard autosaves.

Last verified 30 Oct 2026.