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Posted May 19, 2026

Pivoting is a part of DAT Fields - Step 2 process and it allows converting rows to columns for the purpose of counting, summing, averaging, or finding min/max values for your data.

To pivot a field, set its Role to Pivot, choose the aggregate function and the target field to count or sum, and provide the condition that lists the values you want as columns. Each value in that list becomes its own column on the result. Only DAT Display Fields that have a Multi-Select condition from the DAT Query - Step 1 - Adding Conditions step are eligible to be pivoted. The multi-selected values become new columns on the result and will show the values in the rows according to the aggregate function. Example: The 1099 query for merging 1099 MISC in finance has a condition on Box Number for values 1 through 14. The pivot aggregate function is a Sum on the Box Paid Amount. The resulting output lists each box number as a column, and the value for each column is the sum of the paid amounts for that box number for each vendor.

Example: An attendance query can pivot the attendance type into separate columns. Absent, Absent Excused, Late, and Late Excused each become a count column, so each student row shows the four counts side by side.