Create a Pivot Table

Generates a pivot table from an existing table based on specified criteria.

Overview

This procedure generates a pivot table from an existing table based on specified criteria. Using a pivot table is a way to quickly summarize large amounts of data.

Input Concepts

Concept	Type	Description	Default	Required
table	table	The original table from which the pivot table will be created.	No default	Yes
row fields	strings	The columns to use as the indexes of the pivot table.	No default	Yes
column field	string	The column to use as the columns of the pivot table.	No default	Yes
value field	string	The column to use as the values of the pivot table.	No default	Yes
aggregation function	string	The function to aggregate the values in the pivot table. Valid options are sum, mean, and count.	No default	Yes
aggregate column name	string	The column name for the aggregated result in columns and row. Specified as: the aggregate column name is "column name"	No default	No

Output Concepts

Concept	Description
pivot table	The generated pivot table.

Examples

1. Example 1

For example, say we have a table defined in our automation as the sales data table.

Region	Product	Sales
North	Widget A	100
South	Widget B	250
East	Widget A	300
West	Widget B	450

Automation

the file
open the sales data table at the file
create a pivot table from the sales data table with
  the row fields are "Region"
  the column field is "Product"
  the value field is "Sales"
  the aggregation function is "sum"
  the aggregate column name is "Sales"

Results

Region	Widget A	Widget B	Sales
East	300	0	300
North	100	0	100
South	0	250	250
West	0	450	450
Sales	400	700	1100