Applies to
Preview, build, and edit a pivot table
Once you’ve created your pivot table, you can preview, build, edit, format, or transfer it.
Who can use this?
Plans:
- Smartsheet Advance Package
Preview and build the pivot table
If you want to preview the pivot table and build it immediately:
- Select the pivot you want to work with under Name.
- Follow the steps in the wizard.
Once you’re in the wizard
- Select Preview to review the details of your pivot.
This takes you to Step 2 of the wizard and shows you a preview of the pivot you’re creating in Smartsheet.
- Review the results of the pivot. If you like what you see, select Confirm.
To make changes, select Cancel and then the gear icon to edit the pivot.
- The Pivot App builds the pivot sheet and puts it in the location you specified in Smartsheet when you created the pivot.
- Select Close.
You’ve now created a pivot sheet, which you can find in Smartsheet.
Find the pivot table sheet in Smartsheet
- Open Smartsheet.
- You can search for the sheet by name or locate the destination workspace or folder you specified when you set up the pivot sheet.
You may need to refresh your browser to see the new sheet.
Organize and format the pivot sheet
Initially, the pivot table doesn’t have formatting. Rows appear alphabetically. You can rename the columns and use the formatting tools in Smartsheet to make the pivot table look the way you like.
Formatting and new column names persist even when you’ve made data changes, added new rows to the table, or set up your pivot table to refresh automatically.
Edit a pivot sheet
- Select the gear icon to edit and make changes to the pivot sheet.
- Apply your desired changes.
Ownership of a pivot sheet
After you’ve created a pivot sheet, all Admins on the underlying sheet automatically become Admins on the pivot. If you lose Admin permissions on the underlying sheet, you will also lose Admin access to the pivot.
You can grant other admins access to the pivot settings by using the sharing link.
Any admin on the pivot sheet can change settings, share, publish, or delete the pivot.
To view the pivot in the list view, you must be its creator. All other Admins need the pivot URL.