Tables and Pivot Tables

View and analyze your data in flexible tabular formats

Tables provide a direct view of your data, while pivot tables let you summarize and cross-tabulate dimensions. Both are essential tools for understanding what's in your dataset.

Data Tables

By default, when you select a table it displays your data by time (usually by snapshot or load date):

Time Series Toggle

Click the Time Series slider to change how data is aggregated:

ModeDescription
Time Series ONGroups data by date, shows trends over time
Time Series OFFAggregates across all dates into summary

Time Range Selection

By default the time range is set to "Most Recent", limiting to the latest load. You can extend this:

  • Most Recent: Latest snapshot only
  • Last 7 Days: Rolling week
  • Last 30 Days: Rolling month
  • Custom Range: Specify start and end dates
  • All Time: Complete history

This is especially useful for non-snapshot (transactional) datasets where you want to analyze all historical records.

Table Features

FeatureHow To
SortClick column header
Multi-sortShift+click additional columns
FilterUse Filter tab in left panel
Show/Hide ColumnsUncheck in column list
ExportClick Export button for CSV/Excel

Pivot Tables

Pivot tables let you summarize data by grouping rows and pivoting columns. Click the table bar to the right of your table to open pivot options:

Enabling Pivot Mode

Click the Pivot Mode slider to enable two key capabilities:

  • Row Grouping: Nest dimensions hierarchically
  • Column Pivoting: Spread an attribute across column headers

Row Grouping

With row grouping, you can expand and collapse individual items to progressively drill into your data:

To create row groups:

  1. Enable Pivot Mode
  2. Drag columns to the row grouping area
  3. Order determines nesting (top = outermost)
  4. Click expand (+) icons to drill down

Example hierarchy:

Region (outer)
  └── State (middle)
        └── City (inner)

Column Pivoting

Drag an attribute to the column labels area to pivot it across columns. For example, dragging "Channel" creates column headers for each channel value:

Best practices for column pivoting:

  • Choose dimensions with 3-10 unique values
  • High cardinality columns (100+ values) create too many columns
  • Time periods (Quarter, Month) work well as column pivots

Pivot Table Metrics

At each intersection of row and column, Scoop calculates your selected metric:

AggregationBest For
SumRevenue, quantities, totals
CountNumber of records
AverageRates, percentages, scores
Min/MaxRanges, outliers
DistinctUnique counts

Common Pivot Patterns

Sales by Region and Quarter

Configuration:

  • Row Groups: Region, Rep
  • Column Pivot: Quarter
  • Value: Sum of Revenue

Result:

                Q1        Q2        Q3        Q4
West        $450K     $520K     $480K     $610K
  Sarah     $180K     $210K     $190K     $240K
  Mike      $150K     $170K     $160K     $200K
  Lisa      $120K     $140K     $130K     $170K
Central     $380K     $410K     $420K     $520K

Pipeline by Stage and Owner

Configuration:

  • Row Groups: Stage
  • Column Pivot: Owner
  • Value: Sum of Amount, Count of Deals

Result: See pipeline distribution across reps at each stage

Conversion by Source and Month

Configuration:

  • Row Groups: Lead Source
  • Column Pivot: Month
  • Value: Count of Leads, Count of Customers, Conversion Rate

Result: Track which sources convert best over time

Working with Large Datasets

Performance Tips

  1. Filter first: Narrow data before pivoting
  2. Limit dimensions: Use Top N for high-cardinality columns
  3. Date rollups: Group by month vs day
  4. Pre-aggregate: Create blended datasets for common analyses

Row Limits

ContextLimit
Preview1,000 rows
Full viewUp to 10,000 rows
ExportUnlimited

Exporting Tables

Export Options

Click Export to download:

FormatUse For
CSVData processing, imports
ExcelOffline analysis, pivot tables

Export includes:

  • Current filters
  • Sorting
  • All visible columns
  • Full data (not just visible rows)

Adding to Canvases

To embed tables in presentations:

  1. Configure your table in Explorer
  2. Click Save and name it
  3. Open your canvas
  4. Add the saved table as an object
  5. Table updates when data syncs

Troubleshooting

Table Shows No Data

  • Check active filters
  • Verify time range includes data
  • Confirm dataset has synced
  • Look at column selection

Pivot Totals Don't Match

  • Check for null values in grouping columns
  • Verify aggregation type
  • Some rows may be excluded by filters
  • Compare to ungrouped table view

Slow Performance

  • Add filters to reduce data
  • Limit pivot dimensions
  • Use monthly vs daily grouping
  • Consider pre-aggregated datasets

Related Topics