Pivot Tables

Analyze and summarize any data with Pivot Tables

Ben McRedmond avatar
Written by Ben McRedmond
Updated over a week ago

With Pivot Tables you can analyze any data in your Equals workbooks without writing formulas. Pivot Tables are particularly powerful in Equals as you can pivot directly off data from your SQL database, data warehouse, Salesforce, or Quickbooks instance.

To create a Pivot Table select the data you'd like to analyze, click "Insert" and choose "Pivot Table":

Once you've inserted a Pivot Table, you'll see the Pivot Table configuration sidebar where you can set up your analysis:

Drag the fields to the different sections to summarize your data in different ways.

For example, maybe in the above example I want to see total amount paid by each customer. To do so, I'll first drag "customer_id" to Rows, this will output each customer_id row by row.

Then I'll drag "amount_paid" to Values:

There we are! Finally, I want to break this down by one more dimension, "billing number". To do so I would drag "billing_number" to Columns:

Advanced features

Pivot Tables support a number of advanced features:

  • Calculated Fields can be used to add a field based off the source data. For example if you had a "Total Spend" field and a "Number of Purchases" field, you could create an "Average Spend" calculated field that divided the first by the second. Use the "Calculator" icon in the toolbar to insert a Calculated Field.

  • Summary Functions can be used to summarize your values in different ways. e.g. Sum, Count, Min, Max, etc. To change the Summary Function used hover over your value field, open the "..." menu, click "Field Settings" and choose the function you would like to summarize by.

  • Filters can be used to filter an existing analysis. To filter your analysis hover over the headers in the sheet and you will see the filter dropdown arrow. Within the filter dropdown you can filter by Rows and Columns. If you'd like to filter by a value not used in the summary, drag that field to Filters.

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