Watch the demo
See Data Explorer in the reporting walkthrough.
Building a Pivot
1
Choose row and column dimensions
Drag any dimension into rows or columns: department, account, entity, product, channel, region, or period.
2
Pick a measure
Choose what to total in each cell (for example ARR, recognized revenue, or actual amount) and the aggregation.
3
Filter
Narrow to the slice you want, by any dimension, so the pivot shows only the rows in scope.
4
Export
Send the pivot to Excel. Numeric cells export as typed numbers with format masks, so a finance user can SUM and PivotTable them.
The Pieces
Ask Nova
Describe the view you want in plain language (“ARR by segment and quarter for the last year”) and Nova builds the pivot for you. Refine it conversationally from there (“now split by region” or “filter to enterprise”).Common Questions
My exported numbers came out as text. Why?
My exported numbers came out as text. Why?
Default the export to Excel (xlsx), not CSV. CSV is text only, so Excel imports currency as text and you lose SUM. The xlsx export writes typed numbers with format masks.
A measure total looks too high. What happened?
A measure total looks too high. What happened?
If the underlying data includes subtotal rows, summing a measure over them can over-count. Confirm the measure aggregates leaf rows, not roll-up rows.
Can I pivot across both planning and actuals?
Can I pivot across both planning and actuals?
Yes. Data Explorer covers both universes, so you can build a view that compares planned and actual figures on the same dimensions.
How do I save a view I will reuse?
How do I save a view I will reuse?
Once a pivot is right, carry it into a Report so it refreshes against current data each cycle instead of being rebuilt by hand.
If the Numbers Look Off
- A dimension that shows blank values usually is not populated on that universe’s rows, not a bug in the pivot.
- If a total disagrees with the Comparison Center, check the filter scope first, since a hidden filter is the common cause.