How to Create a Pivot Table (Cross-Tabulation) in Klipfolio

  1. Create a modelled data source. You also have the option to merge modelled data sources to combine data from multiple sources.

    **Note: If you're working with JSON/XML data, check out our Introduction to JSON/XML Data sources.

    Data in the model should be organized in a way that resembles the following (your columns may vary):

  1. Create a new PowerMetric:

  2. Select “Use an existing data source” assuming you’ve already created your model.

    For this example we used “Example: Live Sales Data” so you can follow along with these instructions:

  1. Click “Next” at the Connect your data step and/or make any last-minute changes to your model:

  1. In this example, we will use “Revenue” as our Metric value:

  1. Select your “Segments” which will allow you to Pivot and cross-examine the data in various ways. In this example we’ll be able to segment the data by Product/Country/Company/Sales Rep to better understand our Revenue breakdown:

  1. Select your Date column or start recording from the date of import.
  1. Choose your data type. For this particular Metric, we are going to use “Transactional Data.” To better understand the differences between the 3 data types you can read more on this here.

  1. Give your PowerMetric a name, select whether trending up or down is positive (in our case we’re measuring Revenue, so trending up is definitely positive). Click on “Save” and it will generate the PowerMetric.
  1. Next, while viewing the PowerMetric, we can change the visualization  style to a Pivot Table.

    You can then customize the Columns and Rows you want to visualize in the table.

    For example,  in the table below we can see a breakdown of Revenue by Company/Sales Rep, measured by Year and Country:

  2. Feel free to play around with the filters and date groupings to get the look you want.

  3. You’ve now created a Pivot/Matrix/Cross-Tabular table in Klipfolio!



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