The video below provides an overview of how to create pivot tables and charts using the Grid to visualize you faculty data, following by some additional FAQs below.
How do I create a pivot table?
First, click the "Columns" button in the top right corner of the Grid, then select "Pivot Mode." Pivot Mode allows you to create a customized pivot table of your data by selecting the rows, columns, and values to display in the table.
Rows and Columns represent the fields you want to group by and compare your data. In the example in the video, we are grouping by Department (rows) and comparing the number of faculty by Rank (columns) across those departments.
Values in your pivot table need to be from a numeric column, such as employee ID. The default value is typically count of employee ID, to show the number of faculty representing a given row / column combination (for example, the number of faculty in a given department and rank).
You can drag a different field into the "Values" box if you'd like to summarize a different metric (e.g., service hours, number of advisees, etc.). You can also toggle the aggregation type, such as count, average, or sum.
How do I filter the columns in my pivot table?
It's best to filter the columns you're working with BEFORE entering Pivot mode. When you are in the default Grid view, you can filter columns to specific values by clicking the funnel button at the top of the column and selecting from a list of values, or by typing into the open text box at the top of the column.
How do I create a chart?
Once you've created a pivot table summarizing your data, right click on the pivot table and select "Pivot Chart". You have a variety of chart types to choose from, such as bar chart, pie chart, line chart, etc. Select the type of chart that you think will be most relevant for visualizing your data. If the view doesn't quite make sense, try selecting a different type of chart or rearranging the rows and columns in your pivot table. Sometimes it takes a bit of trial and error to get to the right view!