Pivot Tables
Dictionary-driven pivot tables for any survey sheet. Upload responses and a dictionary, review columns, and export Excel/Word.
Step 1 · Setup
Upload your workbooks
Choose how to load the responses dataset, then add the Dictionary. Tables are built from both.
Dataset
Select Manual upload or Fetch through API to continue.
Files stay on this server only for your session and are used solely to build your tables.
← Back to history · Manual quarterly trend analysis
Manual quarterly trend analysis
Optional. Uses the same dictionary from step 1. Upload response files (one per period), rename column headers if you like, then generate side-by-side comparison tables. Does not change your main single-file tables or download.
Drop quarter files
or click to browse · up to 10
No file
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All quarter files must contain this column.
Upload any combination of quarters (1–10). Main single-file workflow is unchanged.
Step 2 · Data quality
Check for duplicates
Choose which column(s) should be unique, or scan the entire row. If duplicates are found, processing stops until you upload a clean responses file. Metadata is limited to what you need to locate the rows in the original sheet.
Pick one or more columns (checkboxes). Labels come from the dictionary when available. Or use Skip checking to continue without a duplicate check.
Step 3 · Classification
Column classification
Every column was sorted by whether the Dictionary defines choice options for it — not by fixed positions, so this works the same on any dataset + dictionary pair with this structure. Use the → Keep / → Drop buttons to move any column between the two lists before continuing.
—Records loaded
—Columns scanned
—Tables to build
Keep · pivot
Drop
Step 4 · Configuration
Choose the base column
Every table groups its rows by one column of your choosing — any column from the uploaded sheet, not just a detected anchor. Pick it manually; there's no default. Use one base column for the whole batch, or set it individually per table.
Use the same base column for every table
Base columnEvery column from the uploaded sheet
Output file nameSet from the sheet you selected in Step 1, or type your own
Step 5 · Aggregation
Choose how each column aggregates
Pick the calculation each kept column's pivot table uses. Numeric columns can use Sum, Average, Count, Max, or Min; everything else counts responses.
Column
Aggregation
Step 6 · Complete
Your workbook is ready
—
— tables built
Loading all tables…
Quarter compare (manual or auto) is available from the profile History page — not in this wizard.
← Back to history · Data Fusion
Data Fusion
Upload any number of roster / repeat-group sheets (CSV or Excel). Each file becomes a column group in one combined table. Rows are joined to the main survey via PARENT_KEY → KEY using the base column you choose below. Metrics (Total, yes/no flags, sums) are auto-detected from each sheet’s columns.
Drop sheets
or click to browse · any number
No sheets yet — click + Add sheet to upload.
Complete steps 1–4 first so the main survey KEY and base column are available for joining.