Pivot Table

The Pivot Table summarizes and cross-tabulates records into grouped rows and columns with totals, subtotals, and optional detail rows, on a Flow screen.

The Pivot Table summarizes records into a cross-tabulated grid: grouped rows and columns with aggregated values, directly on a Flow screen. It runs its own aggregate query and can show grand totals, subtotals, and expandable detail rows.

Overview

Use the Pivot Table to turn a set of records into a summary matrix: choose how the data is grouped and aggregated, then control which totals appear, whether users can drill into detail rows, and how the table can be filtered.

Rows grouped by business and stage, columns grouped by closing month, and a sum in each cell, with a Subtotal per group and a grand Total.

Data Source

The Pivot Table builds its grid from a Query data source. It runs its own aggregate (CUBE) query over the selected object, and it is the only data source offered: there is no manual or variable source for this component. The query editor also hides Limit and Order By.

Set the Object API Name in the Data Source section, and use the query Filters there to narrow which records the query returns.

Data Mappings

The Data Mappings section is where the grid takes shape. Three settings define it:

• Group Rows: the fields whose values are listed down the side of the table.
• Group Columns: the fields whose values are spread across the top of the table.
• Aggregations: the object fields aggregated in the body of the table. Each one takes a Field and an Aggregation function: Sum (the default), Average, Count, Count Distinct, Maximum, or Minimum.

A grouping on a date field offers a Date Grouping as well: Year, Quarter, Month, Week, Day, Year-Quarter, Year-Month, or Year-Week. Any grouping or aggregation can carry a Custom Label to display a Label of your own instead of the field label.

Data Mappings: two fields grouped down the side, one across the top, and Amount aggregated as a Sum.

Filters, in the same section, is a different setting from the query filters above it: it lists the fields users can filter the table by, from the header filter menu. The Filter settings under Configuration control how that menu behaves and have no effect until at least one field is listed here.

Configuration

Select the component on the screen and press Open Component Builder. The panel has three tabs: Properties, Interactions, and Style. The sections below mirror the Properties tab.

The top of the Properties tab: the summary toggles, then the Detail Rows group.

Summaries

• Show Grand Total displays an overall total across all rows and columns.
• Show Subtotals displays subtotals for each group. Only available when more than one groupable row or column is defined.
• Stacked Summaries stacks the values of a cell in the same row or column instead of separating them.

Detail Rows

• Detail Rows displays the records behind an aggregation when its cell is clicked.
• Enable Inline Edit allows editing values directly in the detail rows. Requires: Detail Rows = on.
• Detail Rows Actions defines row-level actions; each action has a Label, Name, Icon Name, and Disabled / Hidden flags. Requires: Detail Rows = on.

A cell clicked open. The detail panel lists the records behind the number and states the grouping it came from.

Filter

These settings control the header filter menu, and apply to the fields listed in Filters, in the Data Mappings section.

• Display As Popover shows the filter menu as a popover instead of a dropdown.
• Use Record Picklist Values derives picklist filter options from the values present in the records instead of the full defined picklist.
• Use Cascading Filter Values narrows the options offered in the other filters to match the current selection. When it is on, Use Record Picklist Values is ignored.

Header

• Title and Caption label the table. The caption is displayed above the title.
• Avatar shows an avatar in the header, from a Fallback Icon Name, an Image, or Initials.
• Is Joined squares the bottom border and removes its shadow, so the header sits flush onto the component below it.
• Actions defines the header actions. Each one has a Label, a Name, an Icon Name, a Title shown on hover, and Disabled / Hidden flags.
• Visible Actions Buttons sets how many actions show as buttons before the rest overflow into a menu. Hide Actions and Disable Actions hide or disable the actions menu.

The Header group, from Title down to Disable Actions.

Interactions

Two interactions are available: Header Action Click and Detail Rows Action Click. Each one binds to a single action through its Target Name, which is the Name given to that action in the Actions or Detail Rows Actions collection, so define the action first and bind it here.

An interaction can run Refresh, or Export To to let users download the table's data as an Excel or CSV file. Export To offers a Default Export View that is specific to this component: Formatted Report exports the grid as it appears, and Details Only exports the underlying records.

Styling

The Style tab exposes Margin, Padding, Size (width and height), Border, and Header. A Flow Dialog Header and a Flow Dialog Footer group are added as well, but only when the component carries an Open Flow Dialog interaction, and they style that dialog.

Output Variables

Output variable	Type	What it returns
Number of Items	Integer	The number of records summarized by the table.
Title / Caption	Text	The current header title and caption.
Show Grand Total / Show Subtotals / Stacked Summaries	Boolean	The current summary display settings.
Filters	Text Collection	The active filter values.
Detail Rows Actions	Apex-defined (DetailRowsAction[])	The configured detail-row actions (also available serialized as text).
Clicked Header Action Name	Text	The Name of the header action the user clicked.
Clicked Detail Rows Action Name	Text	The Name of the detail-row action the user clicked.

Flow Interaction Output Variables

Clicked Header Action Name and Clicked Detail Rows Action Name are transient. Each is set when its action fires, is readable by the interaction that runs in response, and is cleared once that interaction is done. Read them from inside the interaction rather than later in the flow.

Troubleshooting

• No rows appear: verify the Query data source returns records, and that Group Rows, Group Columns, and Aggregations are set.
• Subtotals don't appear: Show Subtotals needs more than one groupable row or column.
• Detail rows can't be edited: enable both Detail Rows and Enable Inline Edit, and confirm the underlying fields are editable.
• Totals look wrong: check whether Show Subtotals / Show Grand Total match the grouping.
• The filter menu is empty: list the fields users can filter by in Filters, in the Data Mappings section.