Pivot Board on monday.com: How to work with a pivot view

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**Interesting Use:** A pivot table can also be used as a tool for analyzing market trends. For example, if you run an online store, you can use a pivot table to analyze your product sales by season and identify which products sell more during certain periods. This can help you plan your inventory more intelligently.
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The Pivot Board will allow you to better analyze the different verticals of data in your dashboard by slicing and sorting the information in any way you want. The board is fully flexible and customizable, allowing for in-depth reporting and data analysis from multiple angles. Note: The Pivot Board is only available on the Enterprise plan. ## How to add it
The pivot table can be used as a widget on both a single table in board view and on a dashboard that has multiple tables connected to it! ### Board View
To add a pivot board view, click the plus sign at the top of your board to add a new view. From the resulting menu, select “More views” and then search or find the pivot board widget and click “Open in board” to add it. ### Dashboard
To add the pivot table to your dashboard, open any dashboard in your account and click “Add widget” at the top of the page. From here, select “More widgets” and then search for the pivot table in the widget center and proceed to add it to your dashboard. ## Set up your pivot table
Customizing your pivot table is critical, as this is where you define which data from your boards you want to see in your pivot table and how you want to display it. Whether it’s a number of tasks, customers, or revenue, a pivot table is a great way to customize your data to your needs and extract any insights you’re looking to see. Let’s get started! ### Choose your boards
If you are using the pivot table in a dashboard, the first step will be to select the boards that will provide data to the widget. Otherwise, if you are using the pivot table as a board view, you can skip this step as it will only be connected to data from the board it is placed in! To select the boards that will provide data to the pivot table, click the settings button in the upper right of the widget. Then, under the “Boards” category, you can check the box next to the name of the board you want to include in the pivot table, or uncheck it to exclude it. ### Set your row and column groups
This variation will replace the board data columns in the pivot board. At the top of the widget under “All columns”, you can see all the columns that are available for selection in your pivot board. These options are based on the columns that are already in your boards. To set up the rows and columns of your pivot board, simply select the columns you want to see and drag them to a “Row grouping” or “Column grouping” as shown here: Once you’re done, you’ll have a visually organized, split view of the items in your board! Let’s think of an example to see this in action! On our product team, we’re running a process of collecting and prioritizing feature requests from customers and we’re interested in seeing a breakdown of how many features per key need to be worked on based on their priority. Here, we’ve arranged the pivot board so that the rows represent the priority of the feature and the columns represent each key. With this, we can easily understand how many features each person is working on according to their priority level!

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**Useful example:** If you’re managing a project with multiple teams, use the pivot table to see how tasks are divided between different teams. This can help you identify bottlenecks and distribute the work more evenly.
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You can even add multiple layers to your pivot table! This will allow you to get deeper analysis and identify trends in your table. Here, for example, the status column has also been added to the row group so we can understand where each feature is in the development process! ### Choose your summary calculation
You can summarize your data by sum, average, median, and more! At the top left of your dashboard, click the drop-down menu and select your preferred settings. In the example below, we selected “Sum.” In this example, we want to see what the potential deal value is for each of the required attributes, again broken down by priority and key. At the top left, we selected “Sum” and then “Potential Deal Value” from our column options. With this, we can now easily see what the potential deal value is in our pivot table! ### Select your table type
Whether you want to see your data in a table, line chart, heatmap, and more, we have you covered! At the top left of your pivot table, click “Table” and select your preferred style: In this example, we chose a Table Heatmap to easily display and understand the highest and lowest values ​​in our pivot table. You can customize the colors of your map and the high/low values ​​by clicking the three-dot menu at the top right of your pivot table, selecting “Settings,” and then adjusting your selections in the “Heatmap Settings” category. ### Filter Your Pivot Table
You can focus on the specific information you must see in your pivot table by using filters! You can start by clicking on the filter icon located in the upper right part of your view and selecting your preferred filter (or multiple filters!). Let’s say our developer, Noy, wants to see only the items related to her. She can use our quick filters to select her name, and then the pivot table will display only the values ​​assigned to her!

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️ **Tech tip:** If you’re working with a lot of data, use filters to narrow down your view and avoid information overload. This will help you focus on what’s really important.
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You can also save your filtered view for easy access at any time. To do this, simply click “Save filters”, and when you open the PivotTable view from that panel, the filter will be applied automatically. ### More customization options
Within the PivotTable settings, you’ll find additional customization options to ensure your chart looks and functions the way you want it to! Under the panel settings group, you can choose to hide the controls so that you only see your pivot table without the additional column or group options on the top and left sides. From the same area, you can also choose how all the dates in your pivot table are displayed. For example, here we’ve chosen to group the due dates columns by day of the week, rather than the full date! Last but not least, you can also choose whether you want the pivot table to be displayed solely as a pivot table, or to use “Split mode” where you’ll see the pivot table above the connected tables as shown below. Simply click on the icon to the left of the settings menu and you’ll see all the options displayed there! The pivot table is a very flexible tool that will help you summarize and manipulate your data in many different ways so that you can identify trends, track your processes, and analyze your data better than ever before! Tip: Find out how to list your app on the Monday app market here.