Pivot Wizard

The Pivot Wizard is an interface that allows you to easily create a Pivot based off your own data. You can aggregate data and sort or filter it for the most relevant information. With the Pivot Wizard, you can select the data model and fields you want to analyze and automatically create a Pivot. You can find the Pivot Wizard under the Analysis tab of a Workbook.

Benefits

Why use the Pivot Wizard?

• Data summarization: Easily summarize large data sets to extract key metrics.
• Quick analysis: Allows for fast, interactive data analysis without the need for complex formulas.
• Flexibility: Quickly reorganize data to view it from different angles and gain new insights.
• Aggregation: Aggregate data using various functions like SUM, AVERAGE, COUNT, etc.
• Filtering and sorting: Easily filter and sort data to focus on the most relevant information.

What use cases can the Pivot Wizard answer?

• Sales analysis: Summarizing sales data by product, region, or time period to identify trends and performance metrics.
• Financial reporting: Aggregating financial data for monthly, quarterly, or annual reports.
• Customer analysis: Analyzing customer data to identify key demographics, purchasing behaviors, and loyalty metrics.
• Inventory management: Summarizing inventory levels by product category or warehouse location to optimize stock levels.

Create a Pivot Table Using the Pivot Wizard

Pivot Wizard Properties

Fields

Setting	Description
Environment	Set the environment for the pivot table.
Data Model	Select the data model that you want to perform a pivot analysis on.
Pivot Name	Create a name for the Pivot.
Fields	Choose which dimensions, descriptions, and measures to add to the Pivot. Group By: Choose which dimensions, descriptions, and measures to group the data by. Reset Group By: Reset all Group By, Order By, and Aggregation options you have set for your fields. Order By: Sort data in ascending order, descending order, or no order. Aggregation: Choose which operation (Min, Max, Count, Count Distinct, or None) to perform on the field. Note that any further operations performed on data in the pivot table will be based off the aggregation defined in the Pivot Wizard, not the raw data.

Options

Setting	Description
Refresh On Open	The Pivot refreshes automatically when the Workbook is opened (toggle to enable/disable).
Automatic Refresh	The Pivot refreshes automatically when a filter that references it is changed (toggle to enable/disable).
Top X	Choose how many rows of data you want to appear in your Pivot.
Worksheet	Select the worksheet where the Pivot is created.
Location	Set the cell location within the worksheet where the Pivot is created.

Filters

The Filters tab allows you to add more complex filters to your Pivot. Below is an image of the Filters section:

A quick look at using the Pivot Wizard: