{"id":6248,"date":"2025-06-02T06:40:02","date_gmt":"2025-06-01T22:40:02","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=6248"},"modified":"2025-06-10T22:05:10","modified_gmt":"2025-06-10T14:05:10","slug":"analytics-pivot-table","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/analytics\/analytics-pivot-table\/","title":{"rendered":"Analytics &#8211; Pivot Table"},"content":{"rendered":"\n<p>FacilityBot\u2019s Analytics includes Pivot Tables for summarizing and exploring data directly within the platform. Similar to PowerBI, this tool allows users to organize data by key fields like task type, location, or status, making complex datasets easier to understand.<\/p>\n\n\n\n<p>Pivot Tables help facility managers quickly identify trends, track performance, and generate custom reports. With flexible grouping and aggregation options, they offer a powerful way to uncover insights without relying on external software.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Analytics - Pivot Table\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/c3iUsxVYLE0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Configuring a Pivot Table<\/h3>\n\n\n\n<p><strong>To create a Pivot Table in Analytics:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the FacilityBot Manager Portal.<\/li>\n\n\n\n<li>Navigate to <strong>Analytics &gt; Charts<\/strong>, then click the <strong>+Chart<\/strong> icon.<\/li>\n\n\n\n<li>In this walkthrough, we\u2019ll create a Pivot Table that displays the daily count of checklists, grouped by their status.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image.png\" alt=\"\" class=\"wp-image-6249\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-768x361.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-480x225.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the dataset for your chart. For this example, select <strong>Checklist<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"469\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1.png\" alt=\"\" class=\"wp-image-6250\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1.png 995w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1-768x362.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1-350x165.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-1-480x226.png 480w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Pivot Table <\/strong>icon.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"465\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2.png\" alt=\"\" class=\"wp-image-6251\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2-350x163.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-2-480x224.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;Then, click <strong>Create new chart<\/strong> to proceed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"466\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3.png\" alt=\"\" class=\"wp-image-6252\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-3-480x225.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Columns section, select the field you want to use as column headers, then click <strong>Save<\/strong> to apply the changes. In the example below, I have selected \u201cStatus\u201d.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4.png\" alt=\"\" class=\"wp-image-6253\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4.png 995w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-4-480x225.png 480w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Rows section, select the dataset you want to display in the pivot table, then click <strong>Save<\/strong> to apply the changes. In the example below, I have selected \u201cCreated At\u201d.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5.png\" alt=\"\" class=\"wp-image-6254\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-5-480x225.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a metric using an aggregation function like <strong>count<\/strong>, <strong>sum<\/strong>, or <strong>average<\/strong>, or write custom SQL for advanced cases. In this example, use <strong>count<\/strong> to display the number of checklists, then click <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"464\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6.png\" alt=\"\" class=\"wp-image-6255\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6.png 995w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6-768x358.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6-350x163.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-6-480x224.png 480w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<p>Optionally, adjust the time grain. In this case, set the time grain to <strong>daily<\/strong>, then click <strong>Create Chart<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7.png\" alt=\"\" class=\"wp-image-6256\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7.png 995w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7-768x361.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7-350x165.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-7-480x226.png 480w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If everything looks correct, click <strong>Save<\/strong>. In this example, I have created a table showing the number of checklists created each day with columns for each checklist status.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"994\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8.png\" alt=\"\" class=\"wp-image-6257\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8.png 994w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8-768x361.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-8-480x226.png 480w\" sizes=\"auto, (max-width: 994px) 100vw, 994px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name your chart, assign it to a dashboard, then click <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9.png\" alt=\"\" class=\"wp-image-6258\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9.png 995w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-9-480x225.png 480w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Displaying the Pivot Table on a Dashboard<\/h3>\n\n\n\n<p><strong>To add your chart to a dashboard:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Dashboards<\/strong> and click <strong>+Dashboard<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"465\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10.png\" alt=\"\" class=\"wp-image-6259\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10-350x163.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-10-480x224.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Drag your desired chart into the layout.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"466\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11.png\" alt=\"\" class=\"wp-image-6260\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11.png 995w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-11-480x225.png 480w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Resize or reposition as needed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXdYtRl1C2GvjUYTWUieWdF8kgivfBqvIMqpcmc4GsdEsj3nfV7P_oD51wgeD_V-0-I7LgGXAv_7YWZrxZr-ww2ywk3rwnPaKtZrFc9JWDkQGdRN2zV8pfHbJiXwf0ivrnIexowwNQkeyFACFNW9DrZ195-iABjbiIg.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rename the dashboard to reflect its purpose and click <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"993\" height=\"464\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12.png\" alt=\"\" class=\"wp-image-6261\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12.png 993w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-12-480x224.png 480w\" sizes=\"auto, (max-width: 993px) 100vw, 993px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>By default, dashboards are saved as <strong>drafts<\/strong>. Click the <strong>Draft<\/strong> icon to publish.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13.png\" alt=\"\" class=\"wp-image-6262\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/image-13-480x225.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXfJ3knF6Cs3qAA91EmUBX_gNX_L5-7J_bcvD9AB1cF9Q3yDgx400jN5vayqtEZ_7G_RCj9FHpzBjzbGAPOYcsASYMRstp2N_SNiTzi8IBRa2S52FsCgxMxMcWk-wzJi4IYXSVCekeyFACFNW9DrZ195-iABjbiIg.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>Pivot Tables in FacilityBot Analytics provide a flexible, in-depth way to summarize and explore data from multiple angles. Use them to break down complex information, compare performance across categories, and generate actionable insights\u2014all seamlessly within the FacilityBot ecosystem.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FacilityBot\u2019s Analytics includes Pivot Tables for summarizing and exploring data directly within the platform. Similar to PowerBI, this tool allows users to [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[346],"class_list":["post-6248","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-analytics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Analytics - Pivot Table - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/analytics\/analytics-pivot-table\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Analytics - Pivot Table - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"FacilityBot\u2019s Analytics includes Pivot Tables for summarizing and exploring data directly within the platform. 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