> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Pivot tables

> Summarize and analyze data with pivot tables in Sourcetable.

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

## Creating a pivot table

<Steps>
  <Step title="Select your data">
    Click anywhere in your dataset. Sourcetable automatically detects the data range.
  </Step>

  <Step title="Insert a pivot table">
    Go to **Insert > Pivot Table**. Choose whether to place it on a new sheet or the current sheet.
  </Step>

  <Step title="Configure fields">
    Drag fields into the **Rows**, **Columns**, **Values**, and **Filters** areas in the pivot table editor.
  </Step>
</Steps>

## Pivot table areas

| Area    | Purpose                             | Example                         |
| ------- | ----------------------------------- | ------------------------------- |
| Rows    | Categories displayed as rows        | Product names, regions, dates   |
| Columns | Categories displayed as columns     | Months, status values           |
| Values  | Data to aggregate                   | Sum of revenue, count of orders |
| Filters | Criteria to filter the entire pivot | Year = 2024, Region = "West"    |

## 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

## 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.

## 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.