> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Pivot tables

> Summarize and analyze data with pivot tables in Sourcetable.

Pivot tables let you summarize, group, and analyze large datasets by reorganizing your data into meaningful cross-tabulations.

## Creating a pivot table

**1. Select your data**

Click anywhere in your dataset. Sourcetable automatically detects the data range.

**2. Insert a pivot table**

Go to **Insert > Pivot Table**. Choose whether to place it on a new sheet or the current sheet.

**3. Configure fields**

Drag fields into the **Rows**, **Columns**, **Values**, and **Filters** areas in the pivot table editor.

## Pivot table areas

| Area | Purpose | Example |
| - | - | - |
| Rows | Categories displayed as rows | Product names, regions, dates |
| Columns | Categories displayed as columns | Months, status values |
| Values | Data to aggregate | Sum of revenue, count of orders |
| Filters | Criteria to filter the entire pivot | Year = 2024, Region = "West" |

## Aggregation functions

Values in pivot tables can be aggregated using:

* **Sum** — total of all values
* **Count** — number of entries
* **Average** — mean value
* **Min / Max** — smallest or largest value
* **Standard deviation** — measure of variability

## Creating pivot tables with AI

You can also ask the AI assistant to create pivot tables:

* "Create a pivot table showing total sales by region and product category"
* "Summarize this data by month with average order value"
* "Make a pivot table of employee count by department and location"

The AI uses the `make_pivot` tool to build the pivot table and can modify it with `edit_pivot` based on follow-up instructions.

## Pivot charts

After creating a pivot table, you can visualize it as a chart. Sourcetable uses Plotly for interactive pivot chart visualizations that update automatically when the pivot data changes.


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