Click here to learn more about Pivot Table V1.
Key features of Pivot Table V2
Horizontal & Vertical Layout – Drag fields to Rows (vertical grouping) or Columns (horizontal grouping).
Example: Drag Region to Columns to display regions as column headers.Advanced Calculations – Apply SUM, AVERAGE, COUNT, MIN, MAX, and more.
Calculated Fields – Create custom formulas directly in the pivot table (e.g.,
= Sales / Quantity).- Flexible Formatting – Adjust number formatting and apply conditional formatting.Subtotals & Totals – Show or hide subtotals and grand totals, and choose their position.
Sorting & Filtering – Sort rows/columns and apply multiple filter types.
Permission Control – Define who can edit or save changes.
Accessing Pivot Table V2
There are two ways to access a Pivot Table V2 via Toolbox, and via Report Builder.
via Toolbox
Click Toolbox in the navigation bar on the left side of the screen
Select Pivot Table V2.
via Report Builder
Go to Report Builder (Create a report, Edit a report)
In the section Widgets, click the tab Advanced, then drag the widget Pivot table.
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Select Pivot Table V2 as the widget type
Name the widget and select the data source
Click Edit to enter preview mode (See Editing the Pivot Table Editor for details)
Permission settings
When adding a Pivot Table V2 to a report, choose one of the following:
No edit – View only; users cannot edit.
Only edit – Users can edit for analysis, but changes are not saved.
Edit & save – Users can edit and save changes to the report (click the save icon to save).
Pivot Table Editor
Click the settings icon in the top-right corner to modify the Pivot Table.
The Pivot Table Editor consists of five main sections:
Values
Drag a field to Values to calculate totals, averages, counts, min, max, etc.
Example: Drag "Spend" to Values to sum up spend amounts.
By default, spyne applies SUM, but you can change to COUNT, MAX, MIN, etc.
Click the "V" icon to change
Rows
Drag a field to Rows to group your data vertically
Example: Drag "Channel" to Rows to list each channel in separate rows.
Columns
Drag a field to Columns to display your data horizontally.
Example: Drag "Country" to Columns to show countries as column headers.
Filters
Drag a field to Filters to include or exclude specific data in the pivot table.
Example: Drag "Year" to Filters to display only data from 2024.
Note: To filter a specific row or column, click the filter icon next to the field name.
Calculated Field
A Calculated Fields lets you create custom values based on the existing data in your pivot table.
Name the calculated field
Drag and drop field to formula.
Example: = "Sum(spend)"/"Sum(clicks)" => Result: Average spend per click.
Click OK to apply the calculated field
To edit, click the "V" icon next to the field name in Values.
Additional options
Sorting & Reordering
Drag fields to reorder them
Click the arrow icon to sort ascending or descending
Show subtotals & Totals
You can select these options:
Subtotals
Show subtotals
Do not show subtotals
Show subtotals rows only
Show subtotals columns only
Choose subtotals position
Grand totals
Show grand totals
Do not show grand totals
Show grand totals rows only
Show grand totals columns only
Choose totals position
Formatting
You can edit number formatting and conditional formatting.
Filtering
spyne makes it easy to filter your database so it only displays the items that meet specific criteria, for example: have (or don’t have) certain properties.
Click Add a filter, select filter type
For dimension filter type,
Select a dimension that you’d like to filter by
Customize the rule
is, ie: Filter for rows that Channel is Microsoft
is not, ie: Filter for rows that Channel is not Microsoft
contains, ie: Filter for rows that Country contains FR
does not contain: Filter for rows that Country doesn’t contain FR
is not empty
For measure filter type,
Select a metric that you’d like to filter by
Customize the operator
> (greater than)
< (smaller than)
= (equal to)
≥ (greater than or equal to)
≤ (smaller than or equal to)
is not empty
Date range
In Report Builder, the Pivot Table inherits the report’s date range.
Modify the date range when using Pivot Table in Toolbox.
Adding to a report
When using the Toolbox, you can add the Pivot Table V2 to:
A new report
An existing report
