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            Create a Pivot Table in Intelligence Reports

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            3. Engagement: Einstein and Analytics

            Create a Pivot Table in Intelligence Reports

            Use a pivot table to explore and extract data. For example, you can get sends and open rates for all your emails to see how well a specific email performed. You can also export a pivot table locally or use it to create a scheduled report.

            Required Editions

            Available in: Intelligence Reports and Intelligence Reports Advanced
            User Permissions Needed
            To create or export pivot tables Access, View & Export, Schedule, Create & Edit
            To save, edit, and delete pivot tables Create & Edit

            You can also create a pivot table directly from a widget in the Dashboards tab. For more information, see Create a Pivot Table from a Widget.

            1. In Analytics Builder, select Intelligence Reports.
            2. On the Pivot Tables tab, click Create Pivot Table.
            3. To add data to the pivot table, click + Add a Field.
              pivot_table_add_field
              When adding data, Dimensions are always placed in Rows or Columns, while Measurements are always placed in Values. The pivot table changes as you add or remove data.
            4. When you’re done adding data, close the Add Data window.
            5. In the Pivot Table Settings window, set the date range for the data that you want to view.
            6. To apply a filter, in the Filters section, click the + icon and set your filters.
              You can also apply a filter inside the pivot table in the column header.
            7. If you have Intelligence Reports Advanced, you can create and edit calculated fields by clicking the Add Calculated Field icon. For more information, see Add Data to Your Widget .
            8. Name the pivot table.
            9. To visualize your data in a chart, turn on Visualize.
              pivot_table_visualize
              • To show specific dimensions and measurements, or to change the display, click Chart Settings (1).
              • To change how the results are sorted, click Chart Top and Sorting (2).
              • To view the pivot table as a flat table, click the flat table icon (3).
            10. To save, export, or download your pivot table, click More Actions.
            11. Save your work.
              The new pivot table appears in the Pivot Tables list, and you can edit, delete, and export it.
             
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