Definition

Pivot Table

Also called: pivot, cross-tab.

A pivot table summarises a larger table by grouping rows and aggregating values — counts, sums, averages — so patterns become visible.

A pivot table summarises a larger table by grouping rows on one or more fields and aggregating values — counts, sums, averages — so patterns that are invisible in raw rows become obvious. It is the workhorse of spreadsheet analysis.

When to use one

Reach for a pivot table when you want to answer “total by category” or “average by month” questions quickly — revenue by region, orders by product, sessions by channel. It is flexible and interactive.

The trade-off

Pivot tables are powerful but manual: you rebuild them each time the data changes, and they live inside a spreadsheet. When you want the same summary as a presentable, repeatable dashboard — or one that refreshes on a schedule — a generator that produces the summary automatically is faster than re-pivoting by hand.

Skip the manual pivot — get an auto-summarised dashboard from a CSV: Financial Dashboard from CSV →

FAQ

Frequently asked questions

Is a pivot table the same as a dashboard?
No. A pivot table is an interactive summary inside a spreadsheet; a dashboard is a presentable screen of metrics and charts. A dashboard often shows the result of pivot-style aggregation, but it is built to be read and shared.
What is the downside of pivot tables?
They are manual and tied to a spreadsheet — you rebuild them when the data changes. For recurring summaries, an automated dashboard that refreshes on a schedule is less work.