Zoho Pivot Tables in Magnifi

Pivot Table Reports

Apart from charts, there are 3 types of tabular reports that can be produced in Zoho;
  1. Pivot View; summarises data in horizontal and vertical summaries.
  2. Summary View; View data with grouping and data summaries.
  3. Tabular view; Present your data table in a simple tabular format with grouping summaries. 
All reports are easy to create but the Pivot View provides the greatest flexibility and is our preferred option.

How to create a Pivot View report?

Click on "Create" and then "Pivot View" and select the data table that you would like to derive your report from.


Then drag/drop the fields to produce your report as follows;



How to apply filters?

You can apply data filters and user filters in the same way as you would when you build charts.

For example, if you would like to produce an actual v budget report that shows monthly results for the current financial year for income accounts only, you can apply filters as follows;




How to add variance column?

You can add a variance column based on the data fields selected by clicking on the formula icon as per below;






How to apply conditional formatting?

After creating the variance column as per above, let's say you want to report positive variances in green and negative variances in red. To do this, right click within the variance column, and click on "conditional formatting".



This will then report the balances as follows;



How to apply different layouts and colour themes?

Click on "Themes" and apply the relevant layout and colour theme as per below;



Advanced features for pivot table reports

For more advanced features with Pivot Tables, visit the Zoho Help centre.