Answers to the most frequently asked Pivot App questions. This includes how to use Pivot App for sums, averages, or counts on reports. How to add paid users, meet plan requirements, view logs, and transfer or update Pivot workflows easily.
Pivot App FAQs
When should I use Pivot App vs. alternative formulas in Smartsheet?
You should use Pivot App if you’re looking for a way to perform formulas on reports such as sums, averages, or counts.
How do I add users to my Pivot App?
The System Admin can add individual users to the Pivot App. They can only add paid Smartsheet users. The number of users added to Pivot is unlimited — so long as they’re part of a Smartsheet plan.
Are there plan/permission requirements I need to be aware of?
To create a Pivot table in the Pivot App, you must be a paid user of Smartsheet, have permission to the Pivot App, and have access to the underlying sheet or report you’re looking to use.
Are actions with this feature visible in the Activity Log? Are these actions anonymized?
Yes, actions show up in the Activity log, and they’re anonymized (sometimes user IDs are logged but not identifiable).
Can you transfer workflow ownership?
Yes, as long as the person you’re transferring to has Admin-level sharing access to the source sheet or report for the Pivot table and the Pivot table sheet.
Can I make updates?
Admins can make edits to the Pivot configuration.