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.
Monitoring staff programs, spontaneous client requests, and strategic initiatives can be difficult in expanding teams. Centralize your projects and tasks to improve teamwork and control.
Assortment planning is the process of selecting the product assortment to be sold during a specific time period and deciding how to allocate these products between different locations or sales channels to maximize profit. This template includes two databases, "Products" and "Manufacturer", which you can expand and adjust to meet specific business needs.
This AI agent monitors and analyzes major U.S. stock news in real time to generate structured investment reports with key insights, market reactions, and sector-level summaries.
Kickstart user engagement with this automated welcome series. Begin with a warm welcome email and give users the option to unsubscribe. For those who stay engaged, send a follow-up email 4 days later asking for valuable product feedback. Track open rates and retention, while ensuring unsubscribed users are excluded from further emails.
🔖Tip: You can customize email content with HTML for a richer experience. Please replace the unsubscribe link in your emails with the share link to the "Unsubscribe Form" you’ve created.
Automatically get specific currency rate information every day and save it to a table. Users can easily track and analyze currency trends, save time, and improve investment decisions.
Quickly set up a 3-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.
