Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Integrate and Analyze Marketing Data with Marketing Cloud Intelligence
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create a Pivot Table from Scratch

          Create a Pivot Table from Scratch

          Use a pivot table to explore and extract data.

          REQUIRED USER ROLE
          To create and manage pivot tables Admin or Power User
          1. On the Analyze & Act tab, click Pivot Tables.
          2. Click the plus (+) icon.
          3. Add the dimensions and measurements that you want to include in the pivot table by clicking + Add a Field.
            By default, dimensions are placed in rows, and measurements are placed in values. You can change the format by manually dragging them to where you want. To hide a dimension or measurement from the table, hover over the field name and click the eye icon.
          4. When you’re done, close the Add Data window.
          5. Select the date range that you want to view data for and how to display dates.
            Period name Displays a given name for the time period. For example, naming the first 4 weeks in January “W1-W4.”
            Period first day Shows the first date of the selected date range in the pivot table. For example, 1 Jan 2022.
            Period first day (calendric) If you have a custom calendar and want to display the date range according to it, use this option.
          6. To apply a filter, in the Filters section, click the + icon and select the filters. To quickly filter your data, click the filter icon in the relevant column header in the table, and select the filters.
          7. Name the pivot table.
          8. To visualize your data in a chart, turn on Visualize.
            To select which dimensions and measurements to show or to change the chart type, click Chart Settings
            To change how the results are sorted, click Chart Top and Sorting.
          9. To view the pivot table as a flat table, click the Flat table icon.
            Flat Table Icon
          10. To save, export, or download your pivot table, click More Actions.
          11. Save your work.
            A pivot table can include up to 8,000 rows, and you’re notified when you reach the limit. You can either reduce the number of rows by updating the pivot table settings or adjusting the date range to narrow the results or save the pivot table and download the full results.
           
          Loading
          Salesforce Help | Article