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The document discusses pivot tables and how they can be used to explore and summarize large amounts of data. It describes how to create a pivot table in Marketing Cloud Intelligence Reports by selecting dimensions, measurements, filters and other settings. An example is given of a marketing specialist using a pivot table to find the best performing email by month based on metrics like open and click rates.

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7 views

Code

The document discusses pivot tables and how they can be used to explore and summarize large amounts of data. It describes how to create a pivot table in Marketing Cloud Intelligence Reports by selecting dimensions, measurements, filters and other settings. An example is given of a marketing specialist using a pivot table to find the best performing email by month based on metrics like open and click rates.

Uploaded by

ravi.sfdc888
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Explore Your Data with Pivot Tables

Learning Objectives
After completing this unit, you’ll be able to:

 Describe pivot tables and when to use them.


 Create a pivot table in Intelligence Reports.
 Explain the different ways you can export a pivot table.

Make the Most of Your Data with Pivot Tables


Pivot tables allow you to explore your data from multiple perspectives. You can use pivot tables
to filter, sort, and group large volumes of data according to any metric or dimension. Plus, with
pivot tables, you can create custom reports that organize, summarize, and slice your data without
the need to write and run queries.

This means you can easily create a pivot table that shows a breakdown of your email send data,
so you can see how many emails were sent, delivered, and bounced for a specific time period.
You can also use a pivot table to see which send day had the best performance—meaning which
day had the highest open rate, click-to-open rate, and email opens. The options are endless.

In this module, we assume you are a Marketing Cloud user with the proper permissions to access
Intelligence Reports to create pivot tables and scheduled reports. If you’re not, that’s OK. Read
along to learn how your admin would take the steps in a production org. Don’t try to follow these
steps in your Trailhead Playground. Marketing Cloud isn’t available in the Trailhead Playground.

Let’s see how Paulo, a marketing specialist from NTO, uses a pivot table to explore which email
performed best.

Create a Pivot Table


Paulo navigates to Pivot Tables in Intelligence Reports and clicks Create New Pivot Table. He
then sets up the pivot table in just a few steps.

1. First, he enters a name for the pivot table.


2. Next, he sets the dates for which the data is pulled. In this case he wants to see last month’s
data.
3. In the Settings dialog, he begins defining the pivot table’s dimensions, measurements, and more.
4. He selects Email Name and Email Subject for the dimensions (by default, dimensions are set as
Rows).
5. He selects Email Open Rate and Email Click to Open Rate for the measurements (by default,
measurements are set as Values).
6. He adds an optional filter so that only NTO emails are included.
7. Finally, he clicks Apply when he’s done.

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