How to pivot data on your dashboard views

You can pivot data on your dashboard views to break down your visualizations even further.

Note: If you're interested in setting up Affinity Analytics for your account, please reach out to your designated CSM or reach out to support@affinity.co and we'd be happy to help.

How to pivot data on your dashboards

In this example below, we will see how many deals each owner is responsible for, then pivoting by Status field to further breakdown the statuses for these deals.

1. Click into the list that contains the dashboard view you'd like to pivot data on.
2. Click on the relevant dashboard view, then click the ellipsis (3-dotted icon) to click Edit dashboard.
   
   
   
3. Click Add Tile to create a new visualization tile.
   
   
   
4. Select the list you want to generate a visualization for. In this example, we will choose the Deals List.
   
   
   
5. On the left side, you should see All Fields found in the list. Select the Owners field (the dimension) and the Count of Organizations (the measure). Make sure to select Column as the visualization type.
   
   
   
6. Now, if you want to know all the statuses of each deal, you would have to add the Status field as an additional dimension to pivot by.
   1. You can directly click the Pivot icon while you're adding Status as an additional dimension.
      
      
      
   2. Otherwise, you can click on the Cog icon to pivot by the Status field within the Data section.
      
      
      
7. Click Run on the top-right corner, and you should see the column chart change to look like the following below.
   
   
   
8. Given that there can be many options for the Status field (the dimension that you pivot on), you can also click Edit on the Visualization section, then change it from Grouped to Stacked. It should now condense the multiple columns for each owner into a single column.
   
   
   
9. Click Run once more to make sure everything is up-to-date, then click Save.
10. Now, you will be able to see all the Owners on the x-axis, then see the breakdown by the Status field for all the deals that they own.