AX - Pivot Table

Overview

AX - Pivot Table is a Lightning App Builder component that displays summarized data from your Salesforce records in a cross-tabular format with row and column groupings on record pages, app pages, and home pages.

Use it to analyze data across multiple dimensions—like revenue by region and product, cases by status and priority, or opportunities by stage and owner. The component automatically calculates subtotals and grand totals, giving users a spreadsheet-like analysis view without exporting data.

Perfect for sales performance analysis, support metrics breakdowns, financial summaries, or any scenario where users need to slice data multiple ways to spot trends and patterns.

Use Cases

• Opportunity Page: Show revenue by region and sales rep.

• Account Page: Display open cases by priority and team.

• Campaign Page: Present leads by source and status.

• Sales Dashboard: Summarize deals by stage and owner.

• Service Management Overview: Track resolution time by category and channel.

• Marketing Overview: Analyze conversion rates by campaign and region.

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Configuration

Add the Pivot Table component to a Lightning page in App Builder, then configure it in the Properties Panel.

Basic Properties

These control the data source, grouping, and display of the Pivot Table component.

Property	Type	Description	Example
Object Api Name	String	API name of the Salesforce object for pivot data (e.g., Opportunity).	Opportunity
Filter	String	SOQL WHERE clause to filter records (e.g., StageName = 'Closed Won').	Status = 'Open'
Group Row Fields	String	Comma-separated fields to group data into rows (e.g., Region__c).	StageName,OwnerId
Group Column Fields	String	Comma-separated fields to group data into columns (e.g., OwnerId).	Region__c
Aggregation Fields	String	List of aggregation functions (e.g., SUM(Amount), COUNT(Id)).	AVG(Amount), COUNT(Id)
Show Grand Total	Boolean	Displays a grand total row and column if true.	true
Show Subtotals	Boolean	Displays subtotals for each group if true.	true
Stacked Summaries	Boolean	Stacks aggregation values vertically in cells if true.	false
Header Title	String	Main title in the header (e.g., “Sales Summary”).	“Open Opportunities”
Header Caption	String	Subheading in the header (e.g., “By Stage”).	“Filtered by Region”
Header Icon Name	String	SLDS icon for the header (e.g., standard:opportunity).	standard:account
Display as Card	Boolean	Shows the table in a card layout if true.	true

Best Practice: Use Filter to refine data; set Group Row Fields and Aggregation Fields to match your analysis needs. Dynamic values (e.g., {{Record.FieldName}}) work only on Lightning Record Pages.

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Examples

Example 1: Sales Revenue by Region on Opportunity Page

Scenario: Create a comprehensive revenue analysis showing sales performance broken down by region and sales owner, enabling managers to identify top performers and regional trends.

Prerequisites: This example requires custom field setup on the Opportunity object:

• Region__c: A custom picklist or text field containing region values (e.g., "West", "East", "Central", "North", "South"). This field must be populated on your Opportunity records to enable regional grouping.

• Proper data: Opportunities should have assigned owners (OwnerId) and varied stage names for effective analysis

Steps

1

Navigate to Lightning App Builder

Edit your Opportunity record page

2

Drag the AX - Pivot Table component onto your page layout

3

Set Up Data Source

• Set Object API Name to Opportunity (pulls data from Opportunity records)

• Set Filter to StageName != 'Closed Lost' (excludes lost deals to focus on active and won opportunities)

4

Configure the Pivot Structure

• Set Group Row Fields to Region__c (creates rows for each region - West, East, Central, etc.)

• Set Group Column Fields to Owner.Name (creates columns for each sales rep)

• Set Aggregation Fields to SUM(Amount) (adds up the dollar amounts for each region/owner combination)

5

Configure Display Options

• Check Show Grand Total to display total revenue across all regions and owners

• Check Display as Card to wrap the table in a styled container for better presentation

6

Save and test the pivot table functionality

What Users See: A table where each row represents a region, each column represents a sales owner, and each cell shows the total opportunity value for that region-owner combination. The grand total appears at the bottom and right edges.

Business Value: Sales managers can instantly see which regions are performing best, which sales reps are excelling in specific territories, and overall revenue distribution without running separate reports

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Key Considerations

• Data Source: Use Filter to limit records; ensure Aggregation Fields are numeric.

• Grouping: Balance Group Row Fields and Group Column Fields to avoid overcrowding.

• Performance: Set a low Maximum Number of Records for large datasets.

• Accessibility: Ensure text is readable; test with screen readers.

• Limitations: No drill-downs; respects sharing/FLS rules.

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Troubleshooting Common Issues

• No Data Displayed: Check Object Api Name and Filter syntax; verify field permissions.

• Wrong Totals: Ensure Aggregation Fields matches the field type (e.g., Number for SUM).

• Card Not Showing: Confirm Display as Card is true.

• If Issues Persist: Contact our support team at [email protected] for assistance.

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Summary

The Avonni Pivot Table component enhances Lightning pages with summarized data views. It’s ideal for dashboards or analytical insights