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The Pivot Table is a powerful analysis tool for slicing and dicing your KPI data across multiple dimensions. Build custom views to answer specific business questions.

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How to access

Navigate to Tools > Pivot Table from the sidebar.

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Key features

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Dynamic data selection

Choose datasets and time periods (Actuals, Budgets, Plans) to populate the pivot table.

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Customizable rows and columns

Click the Fields button on the right-side panel to access the Field List. Drag and drop fields to arrange them dynamically as rows or columns.
Pivot table with the Fields panel open on the right side, showing available fields with drag handles and the current row, column, and value field configuration

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Summarization options

Apply summary functions to numerical data:
  • Sum - Total of all values
  • Average - Mean value
  • Count - Number of records
  • Max / Min - Highest or lowest value
Summary functions are found next to each value field in the Field List settings.

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Multi-level grouping

Create hierarchical groupings by dragging multiple fields. For example, group by Channel > Sub Channel to see totals at each level.

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Filtering and sorting

Click Filters on the right panel to filter any field by value or alphabetical order. Use the sorting icon next to each field header to sort ascending or descending.

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Drill-down capability

Expand summary values to view the detailed underlying data. Drill-down is available when there are at least 3 grouping fields.
Pivot table showing an expanded drill-down from a summary row into detailed underlying data, with multiple grouping levels visible and sub-rows indented beneath their parent summary row

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Save and load configurations

Save your customized pivot table layout for reuse. Reload saved configurations to quickly return to your preferred view.

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Dimensions available

DimensionDrill-down levels
ProductName, Category, Range, Brand, Type, Strategic Segment
CustomerName, Type, Channel, Region, City, Country
LocationFacility type (Factory, DC, Distributor, Customer)
TimeMonth, Quarter, Half-year, Fiscal Year

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Use cases

  • Profitability by customer channel - Put Customer Channel on rows, profit KPIs as values
  • Demand by brand over time - Put Brand on rows, Time on columns, Demand Value as the value
  • Cost breakdown by facility - Put Location on rows, cost KPIs as values
  • Scenario comparison - Put Scenario on columns to compare all KPIs across planning scenarios
The Pivot Table uses server-side processing, so it can handle large datasets efficiently even with millions of records.