Creating a Pivot Table
1
Select your data
Select a range that includes a header row and at least one row of data.
2
Insert → Pivot Table
From the toolbar, open Insert → Pivot Table.
3
Confirm the range and destination
A Create pivot table dialog shows the exact range (e.g.
'Sheet1'!A1:D50) and where to put it.4
Editor opens automatically
A new sheet is created (named Pivot Table 1, Pivot Table 2, etc.) and the Pivot table editor panel opens automatically so you can start adding fields.
In the “Insert to” step, New sheet is the only available destination right now — Existing sheet is shown with a “Coming soon” badge and is disabled.
The Pivot Table Editor
The editor is a two-pane side panel:- Left pane — your pivot config
- Right pane — available fields
Four drop zones: Rows, Columns, Values, Filters. Each has a + Add dropdown listing unused fields, and each also accepts fields dragged in from the right pane.
Rows & Columns
- Add one or more fields to group data by (multiple fields create a nested hierarchy)
- Each field has its own sort order (Ascending/Descending) and sort by — either alphabetically by the field’s own label, or by the total of a specific Values field
- Empty cells in a grouping field are grouped together as (blank)
Values
- Add one or more fields to aggregate, each with its own aggregation:
SUM,COUNT,AVERAGE,MAX, orMIN - Each value field also has a Show as option:
Filters
- Add a field as a filter to get a checkbox list of every unique value in that column
- Search values, Select all / Clear all, and blank cells appear as (Blanks)
- A badge shows how many values are currently hidden (e.g. “3 hidden”)
Grand Totals
Toggle Show grand totals on/off — when enabled, a Grand Total row and column are added with bold, highlighted styling.How It Computes
Every time you change the config, Tablix recalculates the pivot table using a background Web Worker — the computation (grouping, aggregating, sorting) never blocks the UI, even on large source ranges. A loading state shows while it’s computing. The result is written into the pivot sheet as a fully formatted, static table:- Header cells: blue background, white bold text
- Row/column labels and totals: bordered, right-aligned numbers
- Grand Total row/column: highlighted in light blue
The pivot table’s output is regenerated from its config, not manually editable cell-by-cell — change field placement, aggregation, or filters in the editor, and the whole table refreshes to match.
Editing an Existing Pivot Table
- Switching to a Pivot Table sheet tab automatically recalculates it (in case the source data changed) — the editor panel stays closed by default
- Click Edit Pivot Table to reopen the editor and adjust fields
- Switching away from the pivot sheet closes the editor panel automatically
Error Handling
See Error Handling for Tablix’s broader error-handling patterns.
Related Ways to Summarize Data
Pivot Tables aren’t the only way to group and aggregate in Tablix:- Formulas —
DSUM,DAVERAGE,DCOUNTand other Database functions - Python —
df.groupby(...)plusset_data() - SQL — a
GROUP BYquery against thesheettable - AI Assistant — just describe the summary you want in plain English

