How to use the Pivot Data Tool.
Pivoting needs a rule for repeated combinations. Do not discard duplicate values when the intended aggregation has not been specified.
Make the workflow fit your task.
Choose row identifiers, the field that becomes columns and the values to populate them. Check whether each row-and-column combination is unique. Set an aggregation rule only when repeated combinations genuinely need combining, then reconcile totals and missing cells.
- What you provide
- Long-form records and aggregation rules.
- What you get
- Wide table with duplicate handling stated.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
Pivot month into columns. Each product/month pair is unique. CSV input: product,month,value A,Jan,10 A,Feb,12
Completed example
product,Jan,Feb A,10,12 Check: both input observations remain represented; combined value stays 22. No aggregation was necessary.
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
What should a pivot do when two values occupy the same output cell?
Apply an agreed aggregation or report the conflict. Selecting one value arbitrarily loses information.
Why did the pivot create a separate column for a nearly identical month?
Normalize inconsistent labels only after confirming they represent the same period, including year and date format.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑