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To ease analysis and understanding, a view's Owner or Editor can set its data to appear as a flat table or pivot table.

Set up a table

To represent query results in a tabular format, set up the view as flat or pivot table. For example, you can design the view as a flat table for general reference or analysis, or a pivot table to help summarize the data.

To choose how to display the query results, select the table's Layout  on the toolbar:

• Flat View displays the results as a flat table, with all of the query's fields as separate columns.
• Classic Pivot displays the results as a pivot view, with the selected fields as separate rows and columns, with totals at the end of each row.
• Compact Pivot displays the data as a compressed pivot view, the fields selected to display as rows in a single hierarchical column.

Tip: From the toolbar, you can select whether to Expand all or Collapse all values within a table.

For a classic or compact pivot, set up its rows and columns, as well as any filters, values, or totals:

1. From the Pivot Builder panel, select which fields from the query results to include in the view.
2. To specify how to use each field, drag it to under Rows, Columns, or View Filters.
3. To summarize the query results, drag the field to sum or count to under Values, and then click Subtotals , and select whether to include its total for columns or rows.
4. Click Save , Save.

Note: Workiva may default your view to Compact rather than Classic when necessary. This varies by user, and depends entirely on your monitor's screen resolution and the amount of data in your pivot.

Format column data

To filter or sort a table by a column, click its header and apply its settings.

• To use the column as a filter, select the values to include in the table.
• To sort the column's values in ascending or descending order, click AZ or ZA, respectively.

Note: By default, the pivot table sums values. To use a different calculation with a value, right-click on it, select Aggregation, and select the formula to apply.

For each column, you can set up how its data should appear.

1. Click Format , and select Format Cells ; right-click on a value, and select Number Formatting; or click Column Formats on the right panel.
   
2. Select the column to format.
3. In Column Type, select whether to display the column's data as a string, number, date string, or timestamp.
4. In Text Align, select whether to align the data to the left or right.
5. In Thousand Separator, select the separator to use with amounts in the thousands, such as a comma, period, or none.
6. In Null Value, enter the text to appear when a column is empty. To not display any text, leave blank.
7. For a number column, specify how to display its amounts:
   • In Decimal Separator, select whether to separate the integer and fractional parts of the number with a period or comma.
   • In Max Decimal Spaces, enter how many digits to display for the fractional part of the number.
   • In Currency Symbol, enter the symbol to use with monetary amounts, such as $.
   • Select whether to format the number as a percent.
8. Click Apply.
9. Click Save , Save.

Conditionally format values

To help ease understanding or highlight special circumstances, you can set conditional formatting for values in the table.

1. Right-click on a value, and select Conditional Formatting; or click Format , and select Conditional Formatting .
   
2. To add a new format, click Add (+).
3. For Value, select whether to apply the format to all values or only a specific value, and when to apply the format, such as "Less than 0" or "Empty".
4. For Format, select the font type, size, and color to display values as with the format applied.
5. Click Apply.
6. Click Save , Save.

Note: For a breakdown of a value in a pivot chart, right-click on its cell, and select Drill through.