Operational Data · Track 2 · Tutorial 1 of 8
Explore a dataset with the pivot table
Before a dataset goes into reports, look at it on its own page. The pivot turns its rows into a summary you arrange yourself: products down the side, months across the top, in a few drags.
1Switch to the pivot
- Open Operational Data and click View data on Units sold.
- Click Pivot, then Change layout.
Detail rows lists the rows as uploaded; Pivot adds them up. A dataset holding more than one scenario opens its first pivot with the scenarios across the columns, so actuals and budget are never added together.
2Arrange it
- Drag Product onto Rows and Period onto Columns.
- Leave Values on Sum of Value.
A field sits on Rows or Columns, never both. Values holds one measure: Sum of Value adds the figures, Count of rows counts them. With two fields on Rows, each row has Expand and Collapse. Clear layout starts again.
Check
Each product has a row and each month a column. The Total for each product is its months added together, and the grand total matches Total value at the top of the page.
3Filter and export
- Click Change filters, set Period from and Period to, or pick values of a dimension, scenario or account.
- Click Export to Excel or Export to PDF to download the current view with its filters; every page of rows is included.
The totals at the top follow the filters: Total value, Rows and Period range.
4If something goes wrong
| What you see | What to do |
|---|---|
| The pivot shows one figure | Nothing is on Rows or Columns yet. Drag a field onto one of them. |
| Showing the first rows only | The layout makes more rows or columns than the page shows. Filter, or move a field to the other axis. |
| A total is far too large | Actuals and budget are both included. Put Scenario on Columns, or filter it to one scenario. |
Want more detail? See the documentation