CoreView reports allow you to utilize pivot tables to summarize and improve data analysis, offering a deeper understanding of the data, enabling informed decision-making, and presenting results in a clear, organized format. Therefore, the pivot function is used when the tabular representation of the data is not suitable for the analysis needs, and you want to analyze the information by grouping it by type (or types) and filtering it based on multiple parameters.
Why use a pivot table?
- Data aggregation: Pivot tables enable efficient consolidation of large datasets, which facilitates quick analysis and interpretation.
- Data segmentation: Pivot tables assist in segmenting data based on particular criteria, helping to spot trends or irregularities.
- Data comparison: Pivot tables offer a structured way to compare data across various categories, generating valuable insights and supporting data-driven decision-making.
- Automated calculations: Pivot tables boost efficiency by automatically carrying out calculations such as sum, average, count, and percentage, eliminating the need for manual computations.
- Customizability: Pivot tables provide high degrees of customization, allowing users to choose specific data fields, apply different sorting and filtering criteria, and organize the pivot table to meet their specific needs.
How can I access this feature?
Please note that, depending on your package and/or the add-ons you have purchased, some of the following reports might not be available for you.
The Pivot table feature can be accessed by enabling the Pivot toggle you can find in the following reports:
In all user reports, with the users analyzer section being the only exception.
In Distribution groups, Microsoft 365 groups, Empty Microsoft 365 groups, and Security groups.
In Microsoft 365 Apps center, Users without license and Disabled license users.
In Intune devices only.
In Email addresses, Exchange inactive mailboxes, email activity, email app usage and mailbox usage, in Mailbox sizes, Mailbox without license and Shared mailboxes without delegates; in Archive size, Repicients by type, in Users audit status, with archive mailbox, with forwarding, with auto reply, Users by connection type and by retention policy.
In all reports but SharePoint activity, SharePoint inactive users and SharePoint recycle bin.
Only in OneDrive sizes and OneDrive statistics.
In Teams user activity, users and inactive users, in Teams device usage, Teams groups, Teams groups activity, Teams members, external members and Private and shared channel members.
Only in Teams voice users, Auto attendants and call queues.
Only in User mailbox security, user accessing multiple mailboxes and mailboxes with delegates; in Licensed users with admin roles and Users with admin roles.
In Mail traffic, Mail traffic by user, Top senders and receivers, and Low traffic mailboxes.
Follow the steps below to use the Pivot table.
Turn the Pivot mode toggle on. By default, the toggle should be switched off.
When enabled, the way you visualize your report will shift, and a new selection panel will appear.
Select the desired attributes and position them into column labels, row groups, or values to customize your data. Use the drag indicator to move the elements.
- In the columns field, check the items you wish to view.
- Drag attributes in the row groups, the values or column labels to filter data.
For example, if you wish to visualize the account type of active users, you could insert the “User principal name” in the row groups, “Account type” in the Column labels, and the “count(User principal name)/sum(Account type)” in the Values field, (the field should automatically populate based on your choices) as shown below:
Now, you can
- analyze your data in the application.
- export the data you selected in Excel o CVS format.
- Save the pivot as custom report.
Export Pivot table
To export a report only containing the selected attributes you used to create the Pivot table,
- Select “Actions” > “Export.”
- Choose your desired format.
When you export data in Excel format, for example, you will have the same distribution you have set up in the pivot table:
As you now have only your selected attributes in the Excel file, if you wish to, you can now recreate the pivot table directly in Excel.
Save Pivot table as custom report
You can also save your pivot table as a custom report. To do so, follow the steps below.
Select Save custom report:
Fill in all the required fields and click “proceed” save the report:
Find it in your custom reports:
For further information on how to save a report as a custom report, please visit this page.
For further information on how to create Pivot charts in CoreView, please visit this page.