Pivot tables

Updated 10 months ago by Arjun

You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your case system. 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 case system 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, on the right panel. There are two types of fields to choose from.

  • Custom fields. These are fields you created on your case form and are unique to your case system.
  • System fields. These are system-generated fields that are created by default for a case system.
    • 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

The fields you choose are automatically added in sequence, under Columns, Values, and Rows. Rows and columns are two dimensional data using which values are calculated. 

You can drag and drop the fields to reorient them, or click the X button to remove them.

Appearance

Under Totals, choose how you would like to perform the calculation.

  • Column total - select this to sum all the columns in the pivot table
  • Grand total - select this to sum all the rows and columns in the pivot table
  • Row total - select this to sum all the rows in the pivot table
  • Column subtotal- select this to sum only a part of the column in the pivot table
  • Row Subtotal - select this to sum only a part of the row in the pivot table
Value calculations
  • 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.
Heatmaps

A heat map shows the relationship between two items and provides rating, such as high to low or poor to excellent. The rating is displayed using shades of red depending on the saturation.

  • None - the values will not be hued
  • By table - the values of the entire table are hued in the shades of red
  • By row - the row values are hued in the shades of red
  • By column - the column values are hued in the shades of red
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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