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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks Online completely lacks pivot table functionality, preventing dynamic data analysis and forcing users to create multiple static reports for different data views. This absence severely limits financial data exploration and insight discovery.
Here’s how to create powerful pivot tables that transform your QuickBooks data into dynamic analytical tools.
Enable full pivot table capabilities using Coefficient
Coefficient enables full pivot table capabilities by importing QuickBooks data directly into spreadsheets where pivot tables are native features. You can create dynamic row/column/value configurations and refresh imports to update pivot tables automatically.
How to make it work
Step 1. Import transaction data using “From Objects & Fields” method.
Select all relevant fields including dates, amounts, categories, and dimensions from your QuickBooks data. Import comprehensive datasets that include all the fields you’ll need for pivot analysis.
Step 2. Insert pivot table in your spreadsheet.
Once your QuickBooks data is imported, insert a pivot table using your spreadsheet’s native functionality. This works in both Google Sheets and Excel with full feature support.
Step 3. Drag fields to create dynamic configurations.
Drag fields to rows, columns, and values sections to create different views of your data. For example, put customers in rows, months in columns, and revenue in values for a sales performance matrix.
Step 4. Build powerful multi-dimensional analyses.
Create revenue analysis by customer and product with drill-down capabilities, expense categorization across departments and time periods, accounts receivable aging by customer segment, and sales performance by rep, region, and product line.
Step 5. Add calculated fields and conditional formatting.
Use calculated fields within pivot tables for custom metrics, apply conditional formatting based on values, and create pivot charts that update automatically with data changes.
Step 6. Set up automatic refresh for dynamic updates.
Configure Coefficient to refresh your QuickBooks data automatically, which updates your pivot tables with fresh information. This keeps your analysis current without manual intervention.
Transform static reports into dynamic analytical tools
Pivot tables reveal insights that are impossible to discover through native QuickBooks reporting, turning your financial data into a powerful tool for business intelligence. Start creating pivot tables that unlock hidden patterns in your data.
