Pivot Table

This guide explains how to create pivot tables in the platform. You can do it in two ways:

1. By choosing the chart type for a visualization to be ‘Pivot Table’ inside the Chart tab of visualization setting.

2. By using the pivot option inside the Aggregate tab of visualization setting.

Create a pivot table by choosing the Pivot Table chart type

Use this when you want a multi-level row structure (e.g. campaigns with ad groups underneath), and when you don’t require custom grouping or extra aggregation as the chart only changes how the same data is displayed; it does not create new aggregated rows.

Prerequisite:

• At least 2 dimensions selected in the Data tab (e.g. Campaign + Ad group).

If you select only 1 dimension, the option for Pivot Table as chart type will not appear in the chart tab

Steps to Create a Pivot Table

1. Set up your data:

   • Open the visualization settings of a custom datablock.

   • Add at least 2 dimensions (e.g. Campaign, Ad group) and the metrics you need (e.g. clicks, impressions), and fetch the data.

   
2. Switch to Pivot Table:

   • Go to the Chart tab, select Pivot Table as the chart type

   
3. Configure the Pivot Table:

   In the same Chart Tab you’ll see the pivot settings:

   • Pivot Rows:

     • Use the dropdown “Add row dimension” to one or more dimensions as pivot rows to group your data vertically.

     • The first dimension is the top-level group; each extra dimension nests under the previous, each unique value in your dimension creates a new row.

     
   • Pivot Column:

     • Chose one dimensions whose unique values become columns (e.g. if “Month” is selected, each month becomes a column).

     • Choose “None” if you only want rows and no column pivot.

     
   • Metric Aggregations:

     By default, all metric aggregations are set to SUM, but you can customize this to change how your data is summarized.

     • Click the "Add Metric Aggregation" button.

     • Select the Metric: Choose the specific field you want to modify from the dropdown.

     • Choose the Rule: Select your preferred calculation (Sum, Average, Count, Count Distinct, Weighted Average).

     • Label (Optional): Enter a custom name for the column header.

     
4. Optional Display Options:

   Customize your table's layout with these optional totals to make your data easier to scan:

   • Show row subtotals for outer most row group Adds a summary row below each major group, for seeing totals for specific categories (like a single Region or Campaign) at a glance.

   • Show Grand Total: Adds a final row at the very bottom of your table that calculates the total metric for your entire dataset.

   

Create a pivot table using the pivot function in aggregation

Use this when you need exactly one dimension to group your data or when you need custom grouping (rules, patterns or word match).

Steps to Pivot Data:

1. Ensure you have data:

   • Fetch data from the data tab of the visualization settings so the visualization has rows and columns.

   
2. Set up aggregation:

   • Go to the Aggregate tab in the visualization settings and click Add.

   • Dimension (Group by):

     • First select a dimension you want to group your data by.

     • You can optionally create rules to transform or map the selected dimension’s values into groups in three ways - Word Match, Pattern or AI.

     
   • Pivot Column:

     • Select a dimension from the dropdown, each of the unique value from the selected dimension will become a column

     • If you set a pivot column, you can set Footer aggregation for pivot columns (Sum, Average, Min, Max). This adds a footer row that aggregates across the pivoted columns (e.g. total per row).