Reports Tour - Pivot


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Pivot Table or Cross Tabs

 

Variously called as Cross Tabs or Matrix View, Pivot is an important report type useful in data analysis. Zoho Reports supports a flexible and feature-rich pivot table report type.

 

From a Table or Query Table in your reporting database, you can choose New -> New Pivot View for creating a pivot over that table.

 

Or you can choose the New Report -> Pivot View option.

 

Also watch "Creating Pivot Table Video"

 

Columns of the table (listed on the left pane) can easily be drag and dropped into the design area on the right to construct the Pivot table.

 

In the columns dropped, you can click on the drop-down menu and select the appropriate function.

 

Click on the "Click Here to Generate Pivot" to create the pivot view


 

A Multi-level Pivot View

 

Multi-level pivots can be created too. To the left is a pivot that shows Sales and Profit grouped by Product category and Product name at the Row level and Year and Region at the column level.

 

In the Pivot data multiple columns (Sales & Profit) are summarized

Sorting

 

The pivot table can be sorted based on any column by clicking on the corresponding sort icon.

View Underlying Data (Drill Down)

 

Data underlying any point in the pivot can be seen by clicking on the same (drill-down). The screen shot shows all the sales that has happened for "Office Chairs".

 

Printer-friendly Export

 

You can export the Pivot tables created into CSV, XLS, PDF and HTML formats. PDF export generates a printer friendly document.

 

You can also select multiple reports and export in a single PDF document using the option "Export Multiple Views (PDF)"

 

Also watch "Creating Pivot Table Video"

If you require more information or have questions on Zoho Reports, you can:

 

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