Pivot Tables in Salesforce Datorama
- Create a Pivot Table from Scratch Use a pivot table to explore and extract data.
- Create a Pivot Table Using a Data Stream Create a pivot table using a data stream to base it on already-defined measurements and dimensions.
- Customize a Pivot Table After you create a pivot table, you can change the data that is displayed, hide columns, and more.
Full Answer
Can you create pivot tables in Salesforce?
You can create a pivot table when you want to explore and extract data. For example, you can get sends and open rates for all your emails so you can see how well a specific email performed. After you create a pivot table, you can export it locally or create a scheduled report.
How do I create a pivot table table?
How to Create a Pivot TableEnter your data into a range of rows and columns.Sort your data by a specific attribute.Highlight your cells to create your pivot table.Drag and drop a field into the "Row Labels" area.Drag and drop a field into the "Values" area.Fine-tune your calculations.
What is pivot table used for?
A PivotTable is an interactive way to quickly summarize large amounts of data. You can use a PivotTable to analyze numerical data in detail, and answer unanticipated questions about your data. A PivotTable is especially designed for: Querying large amounts of data in many user-friendly ways.
What is pivot table example?
A Pivot table is a table of stats which summarizes the data as sums, averages, and many other statistical measures. Let's assume that we got data of any real estate project with different fields like type of flats, block names, area of the individual flats, and their different cost as per different services, etc.
What Are Pivot Tables?
Pivot tables are an effective and dynamic tool used to analyze your data. They arrange and display data in order to make it more useful. With pivot tables, you can find figures and insights quickly by having your data grouped together in a meaningful way. This makes pivot tables integral to data analysis.
How to Create a Pivot Table
Pivot tables display the dimensions and measurements defined in your data model. You can sort, filter, and compare the data to ensure it is mapped correctly in Datorama.
Customize and Analyze Your Data Using Pivot Tables
You’ve created your pivot table, now what? Pivot tables allow you to analyze your data from many different perspectives. You can calculate, summarize, and analyze data. For example, you can group data into categories, break down data into years and months, and filter data to include or exclude categories.
How to create pivot table?
Create a Pivot Table 1 First, he enters a name for the pivot table. 2 Next, he sets the dates for which the data is pulled. In this case he wants to see last month’s data. 3 In the Settings dialog, he begins defining the pivot table’s dimensions, measurements, and more. 4 He selects Email Name and Email Subject for the dimensions (by default, dimensions are set as Rows). 5 He selects Email Open Rate and Email Click to Open Rate for the measurements (by default, measurements are set as Values). 6 He adds an optional filter so that only NTO emails are included. 7 Finally, he clicks Apply when he’s done.
What is pivot table?
You can use pivot tables to filter, sort, and group large volumes of data according to any metric or dimension. Plus, with pivot tables, you can create custom reports that organize, summarize, and slice your data without the need to write and run queries.
