How to Create a Pivot Table in Smartsheet (Step-by-Step)

September 25, 2023 1.1K views

In today's rapidly evolving landscape of work management tools, Smartsheet has emerged as a dynamic platform that empowers teams to plan, track, automate, and report on their work processes with precision and efficiency. Yet, in a world of constant innovation, it's only natural for us to ponder whether Smartsheet continues to offer the value it once did. This comprehensive article, we will delve into Smartsheet pivot tables.

Part 1: What is the Pivot Table in Smartsheet?

A pivot table is a powerful data analysis tool within the Smartsheet platform that allows users to transform and visualize their data in a structured and meaningful way. It's a valuable feature designed to help you make sense of complex data sets, uncover trends, and gain valuable insights that can inform your decision-making processes.

At its core, a pivot table takes your raw data and allows you to rearrange, summarize, and filter it with ease. This dynamic tool enables you to pivot, or change, the perspective of your data, helping you see it from different angles and extract valuable information.

Part 2. How to Create Pivot Table in Smartsheet?

Step 1: Sign in and Launch Pivot App

  • Log in to Smartsheet.

  • Click "Launcher" on the left.

  • Select "Pivot."

Step 2: Create a Pivot Sheet

  • Click "Create pivot sheet" in the Pivot App.

Step 3: Select Source Data

  • Choose the sheet or report with the data.

  • Click "Next."

Step 4: Assign Columns and Name Pivot

  • Decide rows, columns, and values.

  • Enter a name for the pivot.

  • Set update frequency.

Step 5: Choose Destination

  • Specify a sheet name.

  • Pick a destination folder.

  • Click "Create."

Step 6: Preview and Build

  • Click "Preview" for details.

  • If it looks good, click "Confirm."

  • Your pivot table is created in Smartsheet.

That's it! The most challenging part can be Step 4, where you decide how to structure your pivot table by selecting rows, columns, and values.

Part 3. Best Alternative to Smartsheet - WPS Office

WPS Office is a modern and robust suite of office software applications that provides users with a comprehensive set of tools for document creation, spreadsheet management, and presentation design. It's a versatile office suite that includes WPS Writer (for word processing), WPS Spreadsheet (for spreadsheet tasks, including pivot tables), and WPS Presentation (for creating captivating slideshows). What sets WPS Office apart is its user-friendly interface and a host of features that cater to both personal and professional needs.



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Advantages of WPS Office:

  1. Free Download and Usage: One of the most significant advantages of WPS Office is that it offers free downloads and free usage of its Word, Excel, and PowerPoint alternatives.

  2. Powerful PDF Toolkit: WPS Office comes equipped with a powerful PDF toolkit, allowing users to create, edit, convert, and secure PDF documents with ease.

  3. Rich Template Store: WPS Office boasts a rich template store, providing users with a wide variety of professionally designed templates for documents, spreadsheets, and presentations.

  4. Support for Online Documents: With WPS Office, you can seamlessly work on documents stored in the cloud. It supports integration with popular cloud storage services, enabling collaborative work and easy access to your files from anywhere.

  5. Safety and Stability: WPS Office prioritizes data security and offers a stable and reliable platform for your office tasks.

My Experience with WPS Office:

Having used WPS Office extensively, I can attest to its user-friendliness and efficiency. Its spreadsheet application, WPS Spreadsheet, stands out for its ease of use in creating pivot tables and performing data analysis. The interface is intuitive, making it accessible to users of all levels, from beginners to advanced.

WPS Office vs. Smartsheet:

While Smartsheet excels in project management and collaboration, WPS Office shines as an all-in-one office suite. WPS Office is more suitable for users who require versatile document editing capabilities, including word processing, spreadsheet management, and presentation design, all within a single, free-to-use platform. It's an excellent choice for individuals, students, and small to medium-sized businesses looking for cost-effective and feature-rich office software.


1. Can I collaborate with others on pivot table projects?

Indeed, collaboration is a core feature of Smartsheet. You can share your sheets and pivot tables with team members, allowing everyone to contribute to the analysis in real time.

2. Can I export pivot table reports?

Yes, you can export pivot table reports from Smartsheet to various formats, including Excel and PDF, making it convenient to share your insights with stakeholders.

3. Is there a limit to the number of rows and columns a pivot table can handle in Smartsheet?

Smartsheet pivot tables are designed to handle a large amount of data, but there may be limits depending on your subscription plan. It's essential to check your plan's specific data limits to ensure your pivot table can accommodate your needs.

Conclusion: Creating a Pivot Table in Smartsheet

In conclusion, this article has provided valuable insights into the world of pivot tables, with a particular focus on using them in Smartsheet. We began by introducing pivot tables as a powerful tool for data analysis within Smartsheet, demonstrating their capability to transform raw data into meaningful insights.

However, our exploration didn't stop there. We introduced an alternative that has been making waves in the office software landscape – WPS Office. This modernized and versatile office suite offers a range of advantages, including free access to essential office tools, a robust PDF toolkit, a rich template store, support for online documents, and a commitment to safety and stability. My personal experience with WPS Office underscores its efficiency and user-friendliness, especially in tasks like creating pivot tables.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.