# Pivot data

Business reporting and analysis often involve pivoting data and interchanging the order of row dimensions.

Under the 'Pivot' option, Plan allows you to **reorder, show, or hide specific row dimensions.** This option allows you to create aggregated tables or views within the planning sheet, with different combinations of row dimensions.

There is also a Pivot Explorer, which, when enabled, retains all your pivot views so you can easily switch between them for analysis.

## 1. Create a Pivot View

Creating pivot views inside your planning sheets is a simple, straightforward process outlined below:

**STEP 1:** Click **Plan > Pivot.**

<figure><img src="/files/ynqC0bDB8Hg3n03PwJyX" alt=""><figcaption><p>Click on 'Pivot'</p></figcaption></figure>

**STEP 2:** Enter a relevant name for the pivot view.

<figure><img src="/files/5iNhuVGeiL8prjR7Ju91" alt=""><figcaption><p>Pivot view name</p></figcaption></figure>

**STEP 3:** Add required row dimensions by selecting the checkboxes. Click **Save**.

<figure><img src="/files/YNWEMr7M7DKsx01ILO2S" alt=""><figcaption><p>Add row dimensions to pivot view</p></figcaption></figure>

The required pivot view is created, as shown below, with all data aggregated by region.

<figure><img src="/files/lmo0wkNPMV2wQRDsvXif" alt=""><figcaption><p>Pivot view—region-wise</p></figcaption></figure>

## 2. Add more Pivot Views

**STEP 1:** Click on the **Pivot** option again and click the **Add** link to create more pivot views.

<figure><img src="/files/rW24jsBQmwQtiNQsc6iM" alt=""><figcaption><p>Add new pivot view</p></figcaption></figure>

**STEP 2:** Name this view, add the required row dimensions, and click **Save** to add the new pivot view.

<figure><img src="/files/LaQDHSjVTCkytepsLKNo" alt=""><figcaption><p>New pivot view</p></figcaption></figure>

## 3. Pivot Explorer

We have created two pivot views, and you can switch between them using the Pivot Explorer.

<figure><img src="/files/wjfOhPNV1qa2y05ISn6y" alt=""><figcaption><p>Pivot Explorer</p></figcaption></figure>

* Use the pencil icon in the pivot explorer to configure new views or edit existing views.
* You can close/disable this explorer by clicking on the 'x'.
* To enable Pivot Explorer again, click the down arrow below the 'Pivot' option and toggle the button.

<figure><img src="/files/gsRBKV59VyE8KYxqaMCn" alt=""><figcaption><p>Enable/Disable option for Pivot Explorer</p></figcaption></figure>

## 4. Duplicate or Delete a Pivot View

To duplicate or delete a pivot view, click on the highlighted button beside the view and then choose the required option, as below:

<figure><img src="/files/0UILZPmJBDD21BTUPLOr" alt=""><figcaption><p>Duplicate or delete a view</p></figcaption></figure>

Even within each pivot view, you can create data inputs, forecasts, formulas, snapshots, and scenarios corresponding to each combination of dimensions available. The pivot view/table you create also lets you enter numbers at the higher level and allocate them proportionally to all the relevant sub-levels.

Notice how the single select (Status) and formula (GrossProfit) values appropriately change based on the pivot selection.

<figure><img src="/files/apIlsyMKciCab7H6kLXL" alt=""><figcaption><p>Switching between pivot views</p></figcaption></figure>

{% hint style="info" %}
[Infobridge](/infobridge.md) offers the ability to [pivot data](/infobridge/9.-data-transformations/pivot-table.md) by interchanging or reassigning fields in rows and measures. You need to [import your planning sheets to a bridge](/infobridge/how-tos/2.-add-source-to-bridge.md) for generating different pivot views.
{% endhint %}


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