Building Pivot Tables in Knack

Are you struggling to turn your raw data into actionable insights? Pivot tables in Knack might be the solution you need. In this tutorial, I’ll show you how to create, customize, and share pivot tables so you can easily organize and analyze your data, helping you make better business decisions. Let’s get started.

Setting Up Your Knack Application

First, we’re going to cover how to set up your Knack application and structure your data. This makes it easier to build and analyze your pivot tables. Knack simplifies this process, helping you organize data quickly and spot trends for easier reporting and team collaboration.

Creating a New Data Object

Start by clicking “Create New App.” Let’s name this app “Sales Dashboard.” Then, go to the Data tab and click “Add Object.” Name your object “Sales Data.”

Now define your fields:

• Date
• Salesperson
• Product
• Quantity Sold
• Sales Amount

Make sure you select the correct field type (e.g., number, currency, choice) to ensure consistency.

Importing Data into Knack

Next, we’ll import your data into Knack. Go to the “Sales Data” object and click “Import.” Upload a CSV file that matches the fields you just created.

After uploading, Knack will display the imported records. Review for alignment issues, missing fields, or mismatches. You should see 100% imported correctly if the file was structured well.

Creating Your First Pivot Table

Now let’s create your first pivot table. Go to “Pages” and click “Add Page.” Name it “Sales Pivot Table.” Then:

• Add a Table view first, using “Sales Data” as the source
• Display fields like Date, Salesperson, Product, Quantity Sold, and Sales Amount
• Then add a Pivot Table view using the same data source

Configure:

• Rows = Salesperson
• Columns = Product
• Values = Sum of Sales Amount or Quantity

Customizing Your Pivot Table

You can make your pivot table more useful by adding filters:

• Add a filter for date (to select a specific range)
• Add a product filter

Next, go to the Design tab to change fonts, colors, and layout to match your branding or improve clarity. You can also inject custom JavaScript and CSS to adjust styles further or add functionality.

Some examples:

• Bold headers
• Font adjustments
• Column alignments
• Background color customization

Knack makes it easy to tailor your table to look professional and match your needs.

Conclusion and Next Steps

And that’s how you can build and customize pivot tables in Knack. This is a simple but powerful feature that makes your data easier to manage and analyze.

If this was helpful, hit subscribe for more Knack tutorials. Drop questions in the comments and share this with someone who could benefit from better data reporting. Go build your pivot tables in Knack today!