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Pivot tables let you summarize, group, and analyze large datasets by reorganizing your data into meaningful cross-tabulations.

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Creating a pivot table

1

Select your data

Click anywhere in your dataset. Sourcetable automatically detects the data range.
2

Insert a pivot table

Go to Insert > Pivot Table. Choose whether to place it on a new sheet or the current sheet.
3

Configure fields

Drag fields into the Rows, Columns, Values, and Filters areas in the pivot table editor.

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Pivot table areas

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Aggregation functions

Values in pivot tables can be aggregated using:
  • Sum — total of all values
  • Count — number of entries
  • Average — mean value
  • Min / Max — smallest or largest value
  • Standard deviation — measure of variability

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Creating pivot tables with AI

You can also ask the AI assistant to create pivot tables:
  • “Create a pivot table showing total sales by region and product category”
  • “Summarize this data by month with average order value”
  • “Make a pivot table of employee count by department and location”
The AI uses the make_pivot tool to build the pivot table and can modify it with edit_pivot based on follow-up instructions.

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Pivot charts

After creating a pivot table, you can visualize it as a chart. Sourcetable uses Plotly for interactive pivot chart visualizations that update automatically when the pivot data changes.