You’ll also give your table a name and indicate whether and how often you’d like the table refreshed from the source data. In the Assign Columns step, you’ll choose the rows, columns, and values that you want to appear in your Pivot Sheet. For more information about reports, see Use Reports to Organize Data. TIP: Consider using a report as the source of your pivot so that you can add or remove criteria or create a pivot from multiple sheets. If you want to create a pivot from data from a different sheet, you’ll need to start a new pivot sheet. Once you commit to a source sheet for the pivot sheet, you can’t change it.
Once you locate the desired sheet or report, select it and click Next. Search or browse to find the sheet or report that contains the data that you want to summarize. To start the wizard, click Create pivot sheet in the upper-left corner of the Pivot App and then follow the steps in the wizard. There are four steps in the creation process. You’ll create new Pivot Sheets in the Create New wizard. NOTE: If you have trouble accessing the app from the Launcher, please see Access Premium Apps and Templates With the Launcher. To create a pivot table in the Pivot App, you’ll first need to have your source data ready in a sheet or report to which you have Owner- or Admin-level sharing permissions.įor information on browser compatibility, see System Requirements and Guidelines for Using Smartsheet. The Pivot App leverages existing Smartsheet data. In order to use the Pivot App, you must be a licensed Smartsheet user on a plan that includes the Pivot App. For more information about how to obtain Smartsheet Premium Apps, please contact Smartsheet Sales. Smartsheet Pivot App is a premium add-on and is available for purchase. Quickly identify and adapt key segments as your data needs changeįor example, with Pivot App, you can take data that looks like this. Keep summary metrics up to date as new data is added. Create rollup summaries and surface key information across multiple sheets. With the Pivot App, you can create a pivot table that allows you to: The Smartsheet Pivot App is a premium add-on that helps you summarize and dynamically refresh data that you’ve stored in a sheet.
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