Pivot tables in boards

Modified 2 months ago

Sooryakanth K P

You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your board. Pivot tables allow you to easily interchange fields, rows, and columns. The representation of data in a pivot table reorients according to changes you make.

Creating a pivot table

  1. To create a pivot table, click the Reports button on your board page.
  2. Click + Create report and then choose Pivot table.
  3. Provide a name for the pivot table and click Create.

Configuring a pivot table

Choosing fields

To configure the pivot table, start by choosing the fields you want to display from the right panel. There are two types of fields to choose from.

  • Custom fields. These are fields you created on your board form and are unique to your board.
  • System fields. These are system-generated fields that are created by default for a board.
    • Title
    • Created by
    • Modified by
    • Created at
    • Modified at
    • Flow name
    • ID
    • Assignee
    • Status
    • Priority
    • Due by
    • Requester
    • Resolution time

You can choose an unlimited number of fields. You will see a sample set of 10 items in a preview on the left.

Rows, columns, and values

Rows and Columns are two-dimensional data using which Values are calculated. Values indicate the field whose aggregate is calculated in the pivot table. 

In the Configure report section under Settings, you can select the fields to be displayed as columns and rows. You can also select the field whose aggregated value is to be displayed in the pivot table under Values and select the type of aggregation. The aggregate can be sum, avg, count, min, max, or variance. To remove fields, you can click the Delete button ().

The hierarchy of rows and columns follows the same order in which you select them. Each consecutive column is placed under the column preceding it as per the order of fields under Columns. Similarly, each consecutive row is placed under the row preceding it as per the order of the fields under Rows.

The consecutive levels of columns will have a sub-total column with the word Total appended to the column name.

When viewing a pivot table, you can collapse, expand, and sort columns and rows. You can sort based on the field in ascending or descending order by clicking the field. The default sort is in ascending order.

If you hover over a value, you can see which row and column it belongs to, along with the value.

Grand totals

Under Grand totals, choose how you would like to display grand totals from the dropdown:

  • Show grand totals - display grand totals for all rows and columns.
  • Show grand totals for columns only - display grand totals for each column.
  • Show grand totals for rows only - display grand totals for each row.
  • Do not show grand totals - hide grand totals for all rows and columns.
Value calculations

Under Value calculations, choose how you would like to calculate values from the dropdown:

  • Keep as is - don't change the values
  • % of grand total - the table values will be displayed in percentage instead of sum.
  • % of row - the row total will be displayed in percentage instead of sum.
  • % of columns - the column total will be displayed in percentage instead of sum.
Adding filters

To narrow down specific data in your pivot table, you can add filters. Click the Add advanced filter button to add a filter. Choose the fields that you want to based on your filter and then enter the conditions.

Click + Add filter button to add more filters and conditions to the same field. The new condition can be either AND (all conditions must be met) or OR (any one condition must be met).

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