Pivot Tables
Reps Down the Side. Weeks Across the Top.A pivot table report: one field down the side, one across, totals on both edges.
Cross two things in one grid, such as agents against weeks, with the number you care about in every cell. Add totals to both edges and a grand total in the corner, and keep the headers in view as you scroll. It’s the report finance asks for when a chart won’t settle the argument.
- Totals on both edges
- Headers that stay put
- Color rules per cell
How it works
- Rows down the sideSuch as each agent
- Columns across the topSuch as each week
- A number in each cellCounted once for the whole grid
- Totals on the edgesRow, column and grand totals
The Grid Finance Asks for, Without the Spreadsheet.
Agents down the side and weeks across the top, with your measure in every cell.
Row and column totals add up exactly what’s in the grid, with a grand total in the corner.
A pairing with no records shows a dash, not a zero, because none and zero are different answers.
The same color rules as your charts apply cell by cell, so an under-target week reads red.
What Is a Pivot Table Report, and When Do You Need One?
A pivot table report crosses two things in one grid, one down the side and one across the top, and puts a number where they meet. Sales by rep by week is the classic: every agent, every week, and the figure for each pair in one view.
Some people call it a matrix report or a crosstab report. In Adoptiv it is one of two pictures a table tile can take, alongside a plain table, and it is drawn with sticky headers on both edges, so labels stay in view as you scroll. Rows and columns are set with two pickers, so nobody hand-writes a definition.
Each edge can be grouped the way a chart axis can, with bucketing and grouping: quarters across the top, size bands down the side. Date bands read in date order. Numeric bands sort as text in a pivot, so check the order when you band by amount.
A pivot table with totals adds row totals, column totals and a grand total in the corner, summed from the grid in view. A pairing with no records shows a dash, not a zero. Pivot table conditional formatting uses the same rules as the charts, through conditional formatting, so a cell under target reads like a bar under target.
A Grid That Answers the Follow-Up Question.
Row totals, column totals and a grand total in the corner.
Row and column labels stay in view as you scroll.
An empty pairing reads differently from a real zero.
150 by default and 3,000 at most, trimmed rather than paged.
For the Meeting Where a Chart Isn’t Enough.
Pivot Tables in Adoptiv vs a Spreadsheet Pivot.
| What | A spreadsheet pivot from an export | With Adoptiv |
|---|---|---|
| Getting the data | A spreadsheet pivot from an export: Export, paste, refresh | With Adoptiv: Counted from your CRM records |
| Empty pairings | A spreadsheet pivot from an export: Blank or zero, depending on the setup | With Adoptiv: A dash, so none never reads as zero |
| Totals | A spreadsheet pivot from an export: Set up by hand | With Adoptiv: Switch on row, column and grand totals |
| Highlighting | A spreadsheet pivot from an export: Separate formatting rules | With Adoptiv: The same color rules as your charts |
| Numeric bands | A spreadsheet pivot from an export: Sorted as numbers | With Adoptiv: Sorted as text, so check the order |
Pivot Tables Questions, Answered.
What is a pivot table report?
A table that crosses two things, one down the side and one across the top, and puts a number in every cell where they meet. Agents against weeks is the classic example.
Can I add row and column totals?
Yes. Totals switch on separately for rows and for columns. The grand total in the corner appears in the column totals row.
How big can the grid get?
150 row and column pairings by default, and up to 3,000. Past that the grid is trimmed rather than split into pages.
Can a cell show two numbers?
No. Each cell shows the tile’s main measure. For two measures side by side, use a chart, which can plot up to nine.
Pivot table vs matrix report: what’s the difference?
Not much: both cross two fields in a grid with a number in every cell. Matrix report and crosstab report are other names for the same idea.
Do totals cover all my data, or just what I see?
What you see. Totals are summed from the grid that came back for the window you’re looking at, not from a separate pass over everything.
Why do my numeric bands sort oddly?
Pivot rows and columns are sorted as text, so numeric bands come out in alphabetical order. Date bands read in date order.
Can I put a pivot table on a dashboard?
Yes. A pivot table is a tile, so it sits on a dashboard beside your charts and is shared with the board.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
14-day free trial
Settle the Argument with One Grid.
See reps against weeks in one grid in the free trial. Free for 14 days, no credit card.
14-day trial · no card · migration included