---
title: "Widget - Pivot table"
url: "https://help.tabidoo.cloud/en/article/widget-pivot-table"
language: "en"
last_updated: "2025-12-16T07:09:34.539Z"
---

# Widget - Pivot table

Flexible and interactive data analysis tool

## Overview

The **Pivot Table Widget** is a flexible and interactive data analysis tool that allows users to dynamically aggregate, group, and compare data from a selected table. Using drag & drop, the structure of the pivot table can be changed instantly without modifying the source data.

-   The widget supports:
-   row and column grouping,
-   aggregation functions (Count, Sum, Average, etc.),
-   calculated columns,
-   filtering and export to Excel.  
      
    ![](https://cdn-assets.productfruits.com/3277d6ba-9249-46bb-851b-cc4bc24618e7)

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## Widget Settings

### Caption

-   Custom name of the pivot table widget displayed on the dashboard.

### Data from the Table

Select the table that provides the data for the pivot table. Only rows available within the current pricing plan are loaded (e.g. Free plan – up to 1000 rows). The pivot table works only with the loaded data.

### Choose Fields

Select fields that will be available in the pivot table. Selected fields can later be used as:

-   **Row Groups**,
-   **Column Labels**,
-   **Values** (aggregated metrics).  
      
    ![](https://cdn-assets.productfruits.com/b4073890-8506-4198-a820-d0160bc52a58)

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## Definition (Pivot Structure)

The **Definition** panel allows users to define and modify the pivot table structure directly inside the widget using drag & drop.

### Row Groups

Fields dropped here define row-based grouping of the data (e.g. Company, Category, Status).  
![](https://cdn-assets.productfruits.com/21b0f06d-c6d8-4acc-9427-cba65470cfa4)

### Column Labels

Fields dropped here define column-based grouping. Columns are generated dynamically based on distinct values in the data.  
![](https://cdn-assets.productfruits.com/9617913c-b929-4539-9df8-6a02c5b69fc2)

### Values

Fields placed in **Values** are aggregated using one of the supported functions:

-   **Count**
-   **Sum**
-   **Average**
-   **Minimum**
-   **Maximum**
-   **First**
-   **Last**

Multiple value fields can be used at the same time (for example: Count of Contacts and Count of Companies).

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## Working with Columns

### Column Context Menu

Each column provides a context menu with the following actions:

-   **Rename / Edit** – rename the column or adjust its settings
-   **Group by** – group data by the selected field
-   **Remove from values** – remove the column from aggregated values
-   **Add to labels** – use the field as a Row Group or Column Label

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## Calculated Columns

Pivot tables support custom calculated columns for advanced analysis.

### Add Calculated Column

When adding a calculated column, the following options are available:

-   **Column Label**  
    Name of the calculated column displayed in the pivot table.
-   **Calculation Type**
-   **Row from data source** – calculation is performed on individual source rows (before aggregation)
-   **Row from pivot – after aggregation** – calculation is performed on already aggregated pivot values
-   **Formula editor**  
    Editor for defining the formula (e.g. ratios, percentages, or combinations of aggregated values).
-   **Decimal places**  
    Defines the number of decimal places for the result.
-   **Use thousand separator**  
    Enables or disables the thousand separator for numeric values.

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## Filtering and Display

### Show Definition Area in the Widget

Displays the **Definition** panel on the right side of the widget, allowing users to modify the pivot structure directly using drag & drop.

-   Show Filter
-   Displays search and filtering controls above the pivot table. Filters can also be linked with user filters on the dashboard.

### Filters

-   Allows applying conditions to limit the dataset before it is displayed in the pivot table.

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## Export and Table Options

### Excel

-   **Show Row Stripes** – enables alternating row stripes for better readability
-   **Export to Excel** – exports the current pivot table view to an Excel file

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## Widget Appearance

-   **Theme** – select a visual theme (Primary, Gray, Primary light, etc.)
-   **Negative numbers in red** – display negative values in red
-   **Background** – widget background color
-   **Widget Information** – additional description or notes using a rich text editor
-   **Hide widget on small screens** – hides the widget on small devices

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## Typical Use Cases

-   **Sales Analysis** – revenue and order counts by category or time period
-   **CRM Dashboards** – number of contacts vs. companies, deal status overviews
-   **Internal Reporting** – record summaries by type, status, or responsible user

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The Pivot Table Widget enables users to build powerful analytical reports without coding and significantly improves data transparency on dashboards.