DATE:
AUTHOR:
The Eightfold team
Default on, Monthly release
Dashboard improvements

Introducing Pivot Table Chart Type

DATE:
AUTHOR: The Eightfold team

WHAT'S INCLUDED

Pivot table is available as a visualization type for dashboard widgets in Native Reporting. You build the grid by assigning fields to rows, columns, and values, and each value field carries its own aggregation. Totals and subtotals are independent toggles, so you choose how much summary the grid shows. Rows expand and collapse, so you can read the grid at group level and open only the part you want to inspect.

WHY IT MATTERS

  • A pivot table answers a two-dimensional question on the dashboard itself, so you don't export the data to a spreadsheet to cross-tabulate it.

  • You choose which totals appear, so a grid shows the level of summary your audience reads rather than every total at once.

  • You open and close row groups on demand, so a large grid stays readable and you drill into one group without losing the overall shape.

FEATURE DETAILS

Who can access

  • Dashboard authors and analytics admins build and share dashboards in the Native Dashboard authoring console.

  • Dashboard viewers see the new chart types on any dashboard shared with them. No change to how they view or filter.

Feature type

Default On

Requirements

Native Reporting enabled for your tenant.

  • Permission to author dashboards, for the chart type and ordering options.

  • Not available in the gov region.

GETTING STARTED

Admins: Select Pivot table from the Visualization dropdown in the widget builder. A Pivot Configuration section then replaces the axis fields. For the full widget build, read Creating a custom widget.

End users: Select Pivot table from the Visualization dropdown when you configure a dashboard widget, then build the grid in Pivot Configuration:

  • Rows — assign up to 5 fields. Set the sort order for each field. The first field is the outer group.

  • Columns — assign up to 3 fields. Each one renders as a column header.

  • Values — assign up to 10 fields. Set the aggregation for each one.

  • Totals — turn on a row grand total, a column grand total, and subtotals per group. The three toggles are independent.

  • Expand and collapse — use the + control on a row group to open it. Use Expand all, above the top right of the grid, to open every group at once.

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