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Configuring Pivot Tables

Overview​

Pivot tables are powerful tools for exploring data dynamically, allowing you to uncover hidden trends and patterns. With InsightsIQ, you can configure and customize Pivot Tables to manipulate data efficiently and gain actionable insights.

Getting Started​

Before configuring a Pivot Table, ensure you have:

  • A dataset with well-structured data for analysis
  • A clear goal for your analysis
  • Understanding of data relationships

Business Value​

  • Summarize and analyze large datasets
  • Rearrange data to explore relationships
  • Compare metrics across dimensions
Pivot Table Overview
Example of a pivot table showing data relationships

Table Configuration​

Basic Configuration​

  • Name: Provide a descriptive title
  • Description: Add context about purpose
  • Dataset: Select relevant dataset
Basic Configuration
Basic configuration settings for pivot tables

Row and Column Setup​

  • Rows: Select vertical organization field
  • Row Order: Choose sorting criteria
  • Columns: Select horizontal organization field
  • Column Order: Set arrangement preference
Row and Column Configuration
Row and column configuration options

Value Configuration​

  • Values: Choose metrics to display
  • Aggregation: Select calculation method
  • Format: Set number formatting
Value Configuration
Value and aggregation configuration options

Advanced Features​

Filter Configuration​

  • Operation: Choose conditional operator
  • Field: Select column to filter
  • Value: Set filter criteria
  • Operator: Combine multiple filters
Filter Configuration
Setting up filters for data refinement

Example Use Cases​

Sales Performance Analysis​

  • Rows: Region
  • Columns: Product Category
  • Values: Sales (Sum)
  • Filters: Region = "North America"
  • Insight: Regional performance tracking

Customer Engagement Tracking​

  • Rows: Marketing Channel
  • Columns: Campaign Name
  • Values: Clicks (Count)
  • Filters: Campaign Status = "Active"
  • Insight: Channel effectiveness measurement