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What is the first step in creating an Instant Pivot?

  1. Click the Pivot icon.

  2. Execute a search with search criteria only.

  3. Select fields to include in the data model object.

  4. Create the pivot (table or chart).

The correct answer is: Execute a search with search criteria only.

The first step in creating an Instant Pivot involves executing a search with search criteria only. This foundational step is essential because the Instant Pivot relies on underlying data that has been retrieved through a search. By running a search, you establish the specific dataset that will form the basis for your pivot table or chart. This search results in a set of events from which you can later distill meaningful insights. Selecting fields to include in the data model object, clicking the Pivot icon, or creating the pivot itself all occur after the initial search has been established. Without this first crucial step, there wouldn’t be relevant data to analyze or visualize with a pivot, making it a necessary precursor to the subsequent actions in the pivot creation process.