A PCR Educator DAT Query now supports an Auto mode for the Pivot role. Pick a field, set its role to Pivot (Auto), choose the aggregate function and the field to count or sum, and the query discovers the most-frequent values on its own. Each becomes its own column, with an "Other" bucket catching everything else.
What's new
Pivot (Auto) as a field role. A new value in the Role dropdown sits next to Group, Aggregate, and Pivot. Pivot (Auto) is eligible for any field that holds categorical values, no upfront value list required.
Top values discovered at query time. The query finds the most-frequent values in the chosen field each time it runs, up to twenty columns, and adds an "Other" bucket for the long tail.
One aggregate per pivoted column. Count, Sum, Average, Minimum, or Maximum. Whatever function you pick applies to every discovered column and to "Other."
Built for fields where the value list is unknown or shifts. Course names, action types, donor categories, inquiry sources. Anywhere a manual Pivot would mean typing out values that change year to year.
Saves and reruns like any other DAT Query. The auto-pivot refreshes with the query, so the columns reflect the current data each time the report runs.
Why it matters
Manual Pivot expects the user to list the values that should become columns. That works when the list is short and stable. It does not work when the catalog changes from year to year, or when no one wants to track down every value a field can hold. Pivot (Auto) removes that work. A course-load matrix or an action-type breakdown stays current as new courses are added and new action types appear, with no edits to the query.
A few ways to talk about it
- Pick the field, the function, and the target. The columns come from the data.
- Top twenty values plus an "Other" bucket, refreshed every time the query runs.
- A natural fit for high-cardinality fields where the value list is unknown or shifts year to year.
Available now to all PCR Educator schools. Your account team can walk you through Pivot (Auto) in a DAT Query whenever you're ready.