Pivot Table Chart

1. What is a Pivot Table chart?

A pivot table summarizes and reorganized columns and rows of data. It might include sums, averages, or other statistics and is especially useful with large amounts of data.

When to use Pivot Table?

A pivot table is a great choice for displaying aggregated data since this type of visualization combining multiple dimensions and measure.

2. How to build a Pivot Table chart with example

The pivot table chart is a versatile tool for analyzing and summarizing sales revenue by item types, with the added flexibility of grouping the data by country and sales channel in the row fields. This allows businesses to easily compare and dissect the revenue performance across different item types, while simultaneously breaking it down by country and sales channel, facilitating in-depth analysis of sales patterns, identifying top-performing item types in specific countries or sales channels, and guiding strategic decision-making to optimize sales strategies and maximize revenue potential.

1. Click Click here to add your first chart

2. In the menu, select Pivot Table to create a pivot table chart

3. Pivot Table Chart Config

1. Select the database you use to create suggested in the list

2. Choose the table containing the data you use to create, then it will show you the list of fields included in the table

3. Drag/drop or select the Columns value, you may need to add multiple columns for comparison

4. Drag/drop or select the Rows value, you may need to add multiple rows for comparison

5. Drag/drop or select the Value, you may need to add multiple values for comparison

6. Drag/drop or select the Sorting field to sort out the data in the chart (optional)

7. Drag/drop or select the Filters field to emphasize a specific data (optional)

8. You can see the visualization of your chart on the left side and select Settings to change the element’s settings

• TITLE & SUBTITLE

You can change the title of the chart, choose the font, color and size of the name. You can also add the subtitle and change its format.

• STYLE

You can choose to change your data style.

• GRID

You can change the format of vertical grid and horizontal grid (color, size).

• COLUMN HEADERS

You can change the format of column headers (font, color, size) and their background color.

Word wrap: To show all information in a cell, even if it overflows the cell boundary.

• VALUE

You can change the format of values (font, color, size) and their background color.

Word wrap: To show all information in a cell, even if it overflows the cell boundary.

• COLLAPSED AND EXPANDED

When you add more than one row, you can expand the minor rows, and change their background or icon color.

• TOTAL

When you want to sum up the value, you can turn it on.

• FIELD FORMATTING

Settings for the specific fields will override the settings in the Values section. You can change the format of data fields (color, background color, alignment). Once you change the format, it can be applied to the header, values, or total.

• CONDITIONAL FORMATTING

If you want to highlight specific values or make particular cells easy to identify, conditional formatting will change the appearance of a cell range based on a condition.

• BACKGROUND

You can change the background color of the chart.

• TOOLTIP

When you hover over a cell of the chart, a text box appears to display information about the data of that cell. You can change the text color, font, and background.

• OTHER

Enable to apply dashboard filter, chart filter, or inner chart filter

9. After building the chart visualization, click Add to create your chart.

10. Your chart will show up along with actions like sharing, editing, etc.

We hope that the above instructions will be useful to you. Let's have a look at our other articles to learn more about using other charts in data visualization with Rocket.BI.