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doc_type: example title: Live Pivot Style Grid summary: End-to-end Runline U example: build a pivot-style summary from dynamic report data. product: u tags: - tables - grids - live-data use_case: Summarize live report data without reconfiguring an Excel pivot table audience: intermediate

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Live Pivot Style Grid

A workbook retrieves or stages a table, sorts or filters it, and converts it into a dynamic grid that behaves like a formula-driven pivot table.

Files Used in This Example

• Usage Examples source workbook
• Advanced Usage Recipes source workbook

Related Guides

• Build a Pivot Style Grid
• Grids, Tables, and Array Shaping
• U.TABLE_TO_GRID

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Step 1: Retrieve the Source Table

Use a report body or staged range as the table input.

=U.GET(report_group,report_name)

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Step 2: Sort or Filter Before Aggregation

Shape the rows before converting them into a grid.

=U.VSORT(source_table,{"Time",-1;"Strategy",1})

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Step 3: Build the Grid

Group row labels, column labels, and a value field.

=U.TABLE_TO_GRID(sorted_table,"trunc(Time),Strategy","Broker","PnL",,TRUE)

What’s happening here?

The grid formula recalculates from the current source. That can be simpler for live data than updating an Excel pivot table source range and refreshing the pivot table.