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Pivot Board

Say goodbye to exporting all your data on Excel! Keep all your data in one place and manipulate it the way you want. You can create pivot tables in a snap to understand important metrics from your favorite tools like Zendesk, Slack, Microsoft Office, and more. Keep reading to find out how it works 🙌 

 

Note:  The Pivot Board can be used in both your board as a board view and on your dashboard as a widget. 

 

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What is the Pivot Board? 

Our Pivot Board View will allow you to better analyze the different verticals of your board by slicing and dicing the information. Being fully flexible and customizable, this view will enable a deeper level of reporting from many different perspectives.

 

How to add it

  • Board view

To add a Pivot Board View, click on the arrow next to the button "Main Table" located on the top left of your board. Click on apps as below: 

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Once in the Views Center, search for "Pivot Board View" in the search bar and add it to your board: 

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  • Dashboard widget

Open your dashboard and simply click on "Add widget" at the top of the dashboard page: 

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Once in the Dashboards Center, select "Pivot Board" under "Apps" or search for it in the search bar:

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And you are all set! Now let's customize it 🙌

 

Customization

Customization is crucial, because it is in this step that you will define which data from your table you'd like to see in your Pivot Board. 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. Let's get started! 

 

Note:  The Pivot Board does not yet support the Formula Column, but stay tuned - we are working on it! 

 

  • Choose your boards

If you are using the Pivot Board on a dashboard, the very first step will be to choose your boards. It is important to note that if you are using more than one board, the Pivot Board will only be able to compile data from columns from different boards that are the same type and have the same exact title. For example, if Board A has a Date Column called "Due Date", and Board B has a Date Column called "Deadlines", the Pivot Board will not be able to use them. If both boards have a People Column called "Owner", the Pivot Board will combine their data in the table! If you have more than one of the same column types on one board (for example, two Date Columns called "Date" on one board), the Pivot Board will automatically select the first column of this type (meaning, the Date Column farthest to the left of your board).

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If you are using the Pivot Board as a board view, then skip this step! The Pivot Board will be based on the board from which you create it.  

 

  • Define your rows and column grouping

On the top, under "All columns" you will see all columns available for selection. These options are based on the existing columns on your board. 

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In order to define the rows and columns of your Pivot Board, simply choose the columns you want to view and drag them to either "Row grouping" or Column grouping" as shown here: 

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Once done, you will get a visual, sliced and diced view of your board's items!

In this example, we are managing a dog walking company. We are interested in seeing how many dogs each walker was assigned to per month. 🐾 Each row will be a dog walker and each column will represent a specific month. 

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You can even add multiple layers! This will allow you to gain a deeper analysis and identify trends on your board. Here, for example, we have our columns split per month and per neighborhoods

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  • Choose your summary calculation 

You can summarize your data by the sum, average, median and more! On the top left of your pivot click on count as below and select your preferred settings.  

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In this example, we are interested in seeing how much each dog walker earned each month. We will choose "Sum" and then "Price". Et voilà 🙌  Now we can see in one glance how much each dog walker earned each month!

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  • 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:

 

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In this example, we've selected the heatmap to display the highest and lowest values. You can customize the colors of your map in the settings section of the view as below: 

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Filter your Pivot Board

You can filter your Pivot Board by using the filters on your board. It is a great way to narrow down the information even further.  

 

Note:  The filter option is not yet supported on the dashboard widget but we are working on it!

 

Click on the filter icon located on the top right of your view as below and select your preferred filter: 

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Next, save your filtered view for easy access at any given time.  To do so, simply click on "Save to this view" as below:

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Whenever you will open your Pivot Board View from that board, the filter will automatically be applied.  🎉

 

Display settings

Turn your Pivot Board dark or light according to your preferences by selecting the "Light/Dark Mode" in the display settings.

If you are using the Pivot Board View, you can also pick whether you want your Pivot Board to be in Full View or Split View. By choosing the Split View, you will be able to see your Pivot Board and the board itself on the same view as below: 

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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!

 

If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]