The pivot table widget is one of the core functions in data analysis tools. It supports multi-dimensional grouping and flexible summarization to quickly generate structured statistical reports. Whether it's sales data statistics, inventory analysis, or operational indicator monitoring, data aggregation calculations (such as summation, average, maximum value, minimum value, etc.) can be achieved through simple configuration and displayed in an intuitive cross-tabular form.
Core Functions
Multi-dimensional grouping: Support grouping data by row dimension (Row) and column dimension (Column)
Diverse statistics: Provide multiple aggregation methods such as sum (Sum), average (Average), maximum value (Max), and minimum value (Min).
Usage steps
Create a dashboard
Enter the space and create a new dashboard. Click "+ Add widget" in the toolbar and select "Pivot table".
Configure data source
In the widget configuration interface, specify the database (Database) and data view (View) that need to be analyzed.
Set row and column dimensions
Row Dimension: Usually, a first-level classification field (such as "sales platform") is placed. Data will be grouped vertically according to this field.
Column Dimension: Usually, a second-level classification field (such as "SKU") is placed. Data will be grouped horizontally according to this field.
Example:
If you need to view the sales situation of each "SKU" by "sales platform", then:
Row Dimension: sales platform
Column Dimension: SKU
Add summary indicators
In "Summary by", configure the numerical fields and statistical methods that need to be calculated:
Click "+ Add" and select the target numerical field (such as "sales volume").
Set the statistical method:
Sum: summation
Average: average
Max: maximum
Min: minimum
Example:
If you need to count the total sales volume of each SKU under each platform, then add the indicator:
Quantity Sold → Sum
Generate and save
After completing the configuration, click "Save" and the system will automatically generate a pivot table. The report will display data in a cross form. For example:
Each row represents a sales platform, each column represents an SKU, and the corresponding summary value (such as total sales volume) is displayed in the cell.
Column dimension: SKU (Product A, Product B, Product C)
Summary indicator: quantity sold (summed)
After configuration is completed, the pivot table will present the following structure:
Sales platform \ SKU
Product A
Product B
Product C
Temu
150
200
120
Amazon
90
180
75
Tiktok
210
150
95
Advanced skills
Multiple indicator overlay: Add the same field repeatedly in "Summary by" and select different statistical methods (such as calculating "total sales volume" and "average sales volume" simultaneously).
Dimension adjustment: If more detailed analysis is needed, multi-level row/column dimensions can be added (for example, "sales platform" + "region").
Sorting and filtering: Click on the table header to sort the data, or focus on key information through the filter on the right.
Companies recognize the importance of OKR tracking for alignment and productivity, but differ on the best approach. For a smooth and efficient way to manage OKRs, consider our tracking template—it's all you need to advance your company's vision.
This template streamlines project management with centralized tasks, due dates, views, file sharing, comments, and assignee tracking, ensuring teams stay aligned and collaborate effectively in one space.
The Product Feedback template is structured to collect and manage feedback efficiently. This template includes resources like a feedback form and a database, which together streamline the process of gathering, categorizing, and storing feedback data for product improvement.
The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency
This template is suitable for the review management of any content pending publication or promotion. It achieves this through an automated workflow that: reminds reviewers to review content in a timely manner, automatically notifies progress on the review, thereby improving efficiency and transparency, reducing manual intervention, and ensuring the timeliness and accuracy of the review process.
Even the simplest project has many elements to track. With this comprehensive template, you can easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle.
