Who can use this feature

Available on Enterprise plan

The Pivot Board allows you to better analyze the different verticals of data within your board by slicing and dicing the information in any way that you wish. Fully flexible and customizable, the Pivot board will enable a deeper level of reporting and data analysis from many different perspectives.

Adding the Pivot Board

The Pivot Board can be used as a widget both on a singular board as a board view as well as on a dashboard which has multiple different boards connected to it.

Board view

To add a Pivot Board view, click on the plus sign at the top of your board to add a new view. Click on Explore more views and then search or find the Pivot Boards Widget. To add it, click on Open in board.

Dashboard 

To add the Pivot Board onto your dashboard, open any dashboard on your account and click on the + Add widget buttonat the top of the page. Click on More widgets, search for the Pivot Board in the Widgets Center and then to add it to your dashboard by clicking on Add widget.

Set up your Pivot Board

Customization of the Pivot Board is crucial, because this step will define the data from your board you will see in your Pivot Board and in which way you'd like to show it.

Whether it's the number of tasks, clients or revenue, the Pivot Board is a great solution to adjust the information according to your needs and to extract any insight that you're looking to see.

Choose your boards

If you are using the Pivot Board on a dashboard, make sure that your chosen board is connected to the widget. To do this, click on the connected board button at the top of the screen and make sure the box that reads "Add newly selected boards to all existing widgets" is checked. 

You can also add more boards and remove any from this screen as well.

Define your rows and column grouping

Next, it's time to start adding different verticals of data that will be included in your Pivot Board. On the top of the widget you will see all of the columns available to choose from. These options are based on the existing columns on your board.

In order to define the rows and columns of your Pivot Board, choose the columns you want to include and drag them down to the top side of the Pivot board and the rows you want to include and drag them to the left side of the Pivot Board as shown here: 

Once you're done, you will have a visual, sliced and diced view of your board's items.

Choose your summary calculation 

You can summarize your data by the sum, average, median and much more. On the top left of your pivot click into the dropdown and select your preferred settings from the dropdown menu options.

Choose your type of table 

Whether you'd like to see your data in a table, line chart, heatmap or more, we've got you covered! On the top left of your Pivot Board, click on "Table" and select your preferred style:

You can customize the colors of your map and the high and low values by clicking on the three-dot menu on the top right of your Pivot Board, clicking on Settings and then customizing your choices within the Heatmap Settings section.

Filter your Pivot Board

You can zoom into the specific information that you need to see within your Pivot Board by using filters. You can get started by clicking on the Filter button located on the top right of your view as below and choosing which filters you want to use.

If you want to filter by particular people, then click on the People button, located next to the Filter button.

You can also save your filtered view for easy access at any given time. Click on the Save filters button, and whenever you will open your Pivot Board View from that board, the filter will automatically be applied.

Additional customization options

In the Pivot Board settings, you'll find additional customization options to make sure that your chart looks and performs exactly as you need it to.

Once you've opened up Settings, you can select to hide the controls so that you only see your Pivot Table without the additional column options or groupings on the top and left side.

You can also customize the formatting of dates displayed in the Pivot Board. Click on Dates Formatting to choose the option you need.

You can also choose whether you want your Pivot Board to be displayed as the Pivot Board, as a Table, or to use Split mode where you'll see the Pivot Board and also the connected board the data is coming from.

Click on the icon to the left of the settings menu and you'll see all the options listed there.

The Pivot Board is a super flexible tool that will help you summarize and manipulate your information in many different ways so you can identify trends, follow your processes and analyze your data better than before.