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Pivot Tables 101

Pivot tables allow users to view and validate data uploaded to Datorama. The document provides a 5 step process to create and customize pivot tables, validate data using pivot tables, and share/export pivot tables. Key steps include selecting a data stream to generate a pivot table, modifying dimensions, measures, filters and date ranges, comparing pivot table totals to source data totals, naming and saving pivot tables, and exporting pivot tables as widgets, reports or Excel files.

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Andres Nieto
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© © All Rights Reserved
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44 views10 pages

Pivot Tables 101

Pivot tables allow users to view and validate data uploaded to Datorama. The document provides a 5 step process to create and customize pivot tables, validate data using pivot tables, and share/export pivot tables. Key steps include selecting a data stream to generate a pivot table, modifying dimensions, measures, filters and date ranges, comparing pivot table totals to source data totals, naming and saving pivot tables, and exporting pivot tables as widgets, reports or Excel files.

Uploaded by

Andres Nieto
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Pivot Tables 101

Handout

Pivot Tables are an effective, flexible tool that allows you to view
and validate your data after uploading it into Datorama.

Lets review how you can perform the following actions in 5 steps:

Create and customize Pivot Tables.


Validate your Data using Pivot Tables
Share and export Pivot Tables.

1
1a. From the Pivot Tables sub-tab under the Analyze & Act tab,
you can access and edit the Pivot Tables that exist in your Workspace,
or create new Pivot Tables -

1b. Or, if you wish to generate your Pivot Table based on a Data Stream in
your Workspace, you can do so from the Data Streams List under the
Connect & Mix tab, by selecting the Data Stream and clicking on
Pivot Table
2
Your Pivot Table will automatically be created for a Time Range for which the
selected Data Stream contains Data. It will contain a selection of Dimensions
and Measurements from the selected Data Stream, and it will automatically
be filtered to contain data from the selected Data Stream only:

2a. You can modify the date range to reflect the dates for which you are
validating data using the Date Picker –

2b. To modify the Dimensions and Measurements included in the Pivot Table,
simply click on Settings, then add or remove Dimensions and
Measurements as needed. In this case, let’s include the Dimensions
Campaign Name and Media Buy Name, and the Measurements Clicks
and Impressions:
2c. In order to modify the Filters applied to the Pivot Table, refer to the
Filters tab – for example, lets add a Filter for a Campaign Name by clicking
on Add Filter:
Next, let’s select Campaign Name as the Dimension we wish to filter,
and enter the Campaign Name Value for which we wish to filter the Pivot Table.
Click on Save to apply the filter:

3
3a. In order to validate our data, it is important that we look at the same
Date Range and Filter Values in our source data as in our Pivot Table.
Let’s filter our source data file for the year 2016, and for the Campaign Name
for which we filtered our Pivot Table,
‘2017_Q1_COMPANYNAME_CA_RTNR_US_Brand_Sizmek_NYC_USA’:
3b. Now, let’s compare the totals in the source file with the totals in our
Pivot Table – first for Clicks:
3c. Now, let’s compare Impressions
4
Once we’re done using our Pivot Table to validate our data,
we can give it a name and Save it –

5
We can even export our Pivot Table in a number of ways:

5a. For example, we can use it to create a widget in a Dashboard Page


of our choosing -
5b. Or we could use the Pivot Table to generate a Report –
5c. Finally, we can export our Pivot Table directly as an Excel File – either Raw,
which will format the Table to appear like a typical Excel Table:
5d. Or we can export the Pivot Table ‘As is’, which will leave the Table formatted
as it appears on the Platform:

Now that you’ve gotten the hang of creating, customizing, and exporting Pivot
Tables: you’ll be able to validate your data right after uploading it to the
Platform, create sense-checks to use for future data uploads, and even export
and share standardized views of your data.

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