Pivot tables

Aggregate data using pivot tables

With Pivot Tables you can analyze any data in your Equals workbooks without writing formulas. Pivot Tables are particularly powerful in Equals as you can pivot directly off data from your SQL database, data warehouse, Salesforce, or Quickbooks instance.

To create a Pivot Table:

  1. Select the data you'd like to analyze, click Insert > Pivot Table. You'll see the Pivot Table configuration sidebar where you can set up your analysis.
  2. Drag the fields to the different sections to summarize your data in different ways.

There are multiple ways to summarize your data:

  • By dragging fields into Rows, you'll generate a unique list of all the values in that field as separate rows.
  • By dragging fields into Values, you'll be able to choose how to aggregate the data in that field (e.g., sum, count, average, min, max).
  • By dragging fields into Columns, you can break down pivots by one or more dimensions across separate columns.

Advanced features

Pivot Tables support a number of advanced features:

  • Calculated Fields can be used to add a field based off the source data. For example if you had a "Total Spend" field and a "Number of Purchases" field, you could create an "Average Spend" calculated field that divided the first by the second. Use the "Calculator" icon in the toolbar to insert a Calculated Field.
  • Summary Functions can be used to summarize your values in different ways. e.g. Sum, Count, Min, Max, etc. To change the Summary Function used hover over your value field, open the "..." menu, click "Field Settings" and choose the function you would like to summarize by.
  • Filters can be used to filter an existing analysis. To filter your analysis hover over the headers in the sheet and you will see the filter dropdown arrow. Within the filter dropdown you can filter by Rows and Columns. If you'd like to filter by a value not used in the summary, drag that field to Filters.