Botfolio

Pivot Builder

Upload a dataset and generate pivot tables manually or with AI help.

Upload Data

Drag & drop a file here
or click to choose a file

Pivot Result

Upload data or click "Load Sample Data", then build your pivot.

How to use Pivot Builder

Follow these steps to explore your data and generate a pivot table.

  1. Upload a dataset (CSV or Excel) using the Choose file button. Or click Load Sample Data to try it instantly.
  2. Once loaded, the dropdowns under Configure Pivot will populate with your column names.
  3. Pick a Rows field (e.g., Region) and a Columns field (e.g., Category).
  4. Select the Values field (the metric to aggregate, e.g., Revenue) and choose an Aggregation (SUM, COUNT, AVERAGE, MIN, or MAX).
  5. Click Build Pivot to generate the table on the right. Use Export CSV or Export Excel to download results.
  6. For suggestions, open AI Pivot Assistant, describe your goal (e.g., “Show total Revenue by Category and Region”), then click Ask AI. The tool will pre-fill suitable fields.

Tips

  • Numeric metrics work best for Values (e.g., Revenue, Units Sold).
  • If a dropdown is empty, ensure your file has a header row with column names.
  • Use the Reset button to clear the file, selections, AI prompt, and results.
  • Very large files may take a moment to parse; consider filtering before upload.

Troubleshooting

  • Dropdowns show odd names: Check for merged header cells or blank first row in Excel; save as CSV and re-upload.
  • Values show as 0: The selected Values column has text; choose a numeric column or clean your data.
  • No result: Ensure Rows, Columns, and Values are all selected before clicking Build Pivot.