How to build a pivot table in Hubviz Studio

A pivot table crosses cube fields in rows and columns and summarizes the values at each intersection. For example: the revenue of each business unit in each quarter, with the grand total at the bottom.

When to use it

• To compare many numbers side by side, such as business unit by quarter or product by region.
• When readers want exact values, not just the trend.
• To count records (how many sales), find the minimum or maximum, or see each row’s share of the total.

If you only want the list of cube records, with no summary, use a data table. If you want the trend over time, a line or column chart reads better.

Create the pivot table

The same field can go into more than one area, for example Business unit in Rows and also in Filters. To remove a field, click the x on its card. To change the order, drag the card inside the area or to another area.

The four areas

Area	What it does	Example
Rows	Each value of the field becomes a row. With two fields, the second one sits inside the first.	Business unit, and inside it the Product.
Columns	Each value of the field becomes a column.	Date grouped by quarter.
Values	The numbers summarized at each intersection. With two values, each column splits in two.	Revenue and Gross profit.
Filters	Limits the records that go into the table, without showing the field.	Only Industry and Retail.

An empty area shows Drag fields here.

Field options

Click the gear on a card to open the field menu. What you see depends on the area.

Fields in Values

Option	Choices	Default	When to change it
Aggregator	Sum, Count, Distinct Count, Average, Minimum, Maximum	Sum	Count to know how many sales there were; Distinct Count for how many different customers; Average for the average ticket.
Display Mode	Value, % of Total, % of Row, % of Column	Value	% of Column shows how much each unit represents in the quarter. % of Row shows how a unit’s revenue splits across quarters.
Format	Default, Number, Currency, Percentage, Number without decimals, Hours	Default	Only changes how the number looks. The calculation stays the same.
Formula Evaluation	Before aggregation, After aggregation	Before aggregation	Only shows up for calculated fields (the fx badge). See below.

Fields in Rows and Columns

Option	Choices	Default	Note
Date grouping	Full date, Year, Semester, Quarter, Month, Week, Day	Full date	Date fields only. With Full date, every different day becomes a column.
Row label layout	Nested (outline), Tabular (column)	Nested	Rows only. Nested shows the levels as an outline that expands and collapses. Tabular puts each level in its own column, like Excel. You can mix both.
Sort order	Ascending (A-Z, 0-9), Descending (Z-A, 9-0)	Ascending	Order of the row or column labels.

To change the name shown in the header, use Edit label on the card. The original name comes back with Reset label in the gear menu.

Fields in Filters

On a Filters card the icon is a funnel. It opens Select Values: search, tick the values to include, or use Select All and Clear.

For date fields, the filter works by Period: pick one of the Quick periods, such as this quarter or year to date, or a Custom range.

Table options

They sit under Data Table Configuration, above the field list.

Option	What it does	Default
Show row totals	Shows subtotal rows for each group of rows. Useful with two fields in Rows.	Off
Do not limit row label column width	Lets the label columns take more than half of the width. Use it when long names show up cut off.	Off
Allow changes in Dashboard	Shows a pencil on the table inside the dashboard. Whoever edits the dashboard adjusts the fields right there, with Edit pivot table, and confirms with Save changes or Discard changes.	Off

The Grand Total row always shows at the end of the table.

Read and sort the table

• Click the arrow next to a value in the header to sort the rows by it. The first click sorts from lowest to highest, the second from highest to lowest and the third goes back to the normal order.
• The arrow next to the row field name sorts the labels alphabetically.
• In the nested layout, click a group label to expand or collapse the items inside it.

Example: revenue by business unit and quarter

In the Sales Results 2026 sample project, the Sales cube has Date, Business unit, Revenue, Cost, Target and the calculated field Gross profit.

1. Date in Columns, with Date grouping set to Quarter.
2. Business unit in Rows.
3. Revenue and Gross profit in Values, both with Format set to Currency.

The result shows that Industry had R$ 4,925,551.00 in revenue in the first quarter of 2026, and the quarter’s Grand Total was R$ 11,292,719.00. To see each unit’s share, switch the Revenue Display Mode to % of Column: each column then adds up to 100%.

Watch out

• Full date creates too many columns. A cube with one year of daily sales becomes 365 columns. Group by month or quarter.
• The format does not round the calculation. Number without decimals only hides the decimals; totals use the exact value.
• Adding up what should not be added. Unit prices, percentages and balances make no sense as sums. Use Average, Minimum or Maximum, or a calculated field with After aggregation.
• Dashboard filters do not narrow the table in Hubviz Studio. The pivot table reads the cube records, and Hubviz Studio keeps the full records when a dashboard filter is applied. To narrow the table, use its own Filters area.
• To place the table on a dashboard, see How to build a dashboard. It shows up in the pivot tables group of the picker.