Pivot Tables

A regular table widget shows one row per record. A pivot table (Table V2) lets you group, summarize, and restructure that same data on the fly — rolling many rows into subtotals by category, location, or any column you choose, without writing new SQL.

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How it works

Pivot tables work off the same underlying query as a regular table — you're changing how the results are grouped and displayed, not the data behind them. Columns can be dragged into roles:

• Row Groups — columns to group rows by (for example, location, then provider).

• Column Labels — columns whose values become their own columns across the top (for example, one column per month).

• Values — the numbers being summarized (sum, average, count, etc.) for each group.

You can freeze columns so they stay in view while scrolling a wide pivot, and rename columns from the same place you rename them on any table — Edit Widget → Column Settings.

You don't have to build a pivot table by hand — you can ask AskCorral for one directly ("break this down by location and month") and it will set up the grouping for you.

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Turning a table into a pivot table

1

Open the widget's column settings

From Edit Widget, open the Columns panel for a table widget.

2

Drag columns into place

Drag the columns you want into Row Groups, Column Labels, or Values to build the layout you want.

3

Freeze columns if needed

For a wide pivot, freeze one or more leading columns so they stay visible as you scroll.

4

Save

Save the widget. The board reflects the new layout for everyone who views it.

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Where this fits

• See Edit Widgets for the rest of what's available in a widget's settings beyond pivoting.

• See Change chart type if you're deciding between a pivot table and a chart for the same data.