A Cloud Pivot Table allows you to take the raw data from your tech stack and import it as a Pivot table, rather than importing the raw data directly into Google Sheets/Excel and then using the Google Sheets/Excel pivot feature. The Coefficient Cloud Pivot Table feature skips the middle steps - saving you time and keeping the imports focused and the Workbook/Sheet lightweight. 🙌🏼 The Cloud Pivot Table includes the ability to group by rows, columns, and values - just like the Google Sheets/Excel pivot.
How to Import Using a Cloud Pivot Table (Salesforce)
How to Import Using a Cloud Pivot Table (Snowflake)
How to Import Using a Cloud Pivot Table (Salesforce)
(This example is an import from Salesforce using “Objects and Fields”. We want to show the Total ARR for Opportunities for each Owner by Quarter)
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1. Open the Coefficient Sidebar and select "Import from". |
2. Select “Salesforce” from the list of data sources. |
3. Select “From Objects & Fields”.
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4. Select “Opportunity” as the object. |
5. Click the “Select fields…” button to select the fields to import for your pivot table. |
6. Add your fields (selected fields will show in blue).
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7. Your fields will be listed. You can re-order them with drag/drop. Turn on the “Pivot Mode”. |
8. Scroll down and drag the fields you need for your “Rows”, “Columns”, and “Values”. |
9. You can set attributes for your pivot table like, “Group by Quarter”, “Year”, “SUM”, “COUNT”, etc.”. Then select, “RUN”..
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10. Congrats on your Cloud Pivot Import with Coefficient! 🙌🏼
How to Import Using a Cloud Pivot Table (Snowflake)
(This example demonstrates a Snowflake import using the "Tables and Columns" option. Our goal is to create a pivot table that displays the Total Number of Films for each Rating by Release Year sourced from the public.coeff_film table.)
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1. Open the Coefficient Sidebar and select "Import from". |
2. Select “Snowflake” from the list. |
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3. Select "From Tables & Columns". |
4. Select the desired table from the list. (e.g., “public.coeff_film”). |
5. Check/Uncheck the fields from within the table selected in Step 4.6. To build your cloud pivot table, toggle on the “Pivot” option. Click the "+ Add" button to select/search the fields for your pivot's "ROWS,” "COLUMNS,” and "VALUES.”
In the example below, the “release_year” in the “ROWS”, the “rating” in the “COLUMNS”, and “film_id” for the (COUNT) “VALUES”. Click the "Refresh Preview" button to preview a sample of your pivot table.
(The expected result should show the number of films depending on their rating (columns) for each release year (rows).
ℹ️ NOTE: Coefficient Cloud Pivots support the values aggregated by COUNT, SUM, COUNTUNIQUE, AVERAGE, MAX, and MIN.
7. Based on your Pivot Table Editor selections, a preview of your Cloud Pivot Table will appear for you to review before Import.
8. Congratulations on creating your Cloud Pivot Import from Snowflake with Coefficient! 🙌🏼
FAQs for Cloud Pivot Tables
Why should I use the Coefficient Cloud Pivot vs the Google Sheets/Excel Pivot function?
- Cloud Pivot Tables are a great way to keep your spreadsheet light. Unlike the Google Sheets/Excel Pivot function, you can schedule your Coefficient Pivot tables to automatically refresh and capture the latest data without having to manually manipulate it from a range of cells on a separate spreadsheet.
- Coefficient designed our Cloud Pivot feature to be easy to use and intuitive (drag and drop). We also wanted our users to be able to preview the data before importing.
Is Cloud Pivot Tables available for all Coefficient Integrations?
The Cloud Pivot feature is available for certain integrations, including Salesforce, Looker, and various SQL data sources such as Snowflake, Redshift, MySQL, PostgreSQL, MS SQL, BigQuery, and Databricks.