Using Tables

A table is a grid that contains related data in a logical series of rows and columns.

To create a table, you choose at least one field of any data type. You can add up to 200 columns to a table. You can also group the data, add calculated columns, and include totals.

To create a table:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click New analysis or click Options button, the Options button, next to an existing analysis and select Edit.
  4. On the analysis page, click , the Add visual button, on the toolbar.
    Analysis page - Create a visual
  5. Click the Table icon.
    Table icon
  6. Add data to the visual by dragging fields from the Data panel to the appropriate field wells in the Visuals panel:
    1. Drag at least one measure to the Value field well.
      You can also add calculated columns by clicking the + Calculated Field button in the Data panel.
    2. To create an aggregated view of the data, drag at least one dimension to the Group by field well.
  7. To hide a column from the table, click the column header and select Hide from the menu.
    You can show all the hidden columns by clicking any column header and selecting Show all hidden fields.
  8. To change columns to rows and rows to columns, click Swap rows and columns icon, the Swap rows and columns icon, in the top-right corner of the table.
  9. To freeze columns, click a column header and select one of these options from the menu:
    • To freeze only that column, select Freeze column. The column moves to the farthest-left position available.
    • To freeze that column and all the columns to its left, select Freeze up to this column.
  10. To unfreeze columns, click a column header and select one of these options from the menu:
    • To unfreeze that column only, select Unfreeze column.
    • To unfreeze all frozen columns, select Unfreeze all columns.
  11. To rearrange the columns in the table, reorder the data fields in the Visuals panel or click a column header, and then click one of the arrows next to the Move option from the menu.
  12. To adjust the row height, hover over the horizontal lines between rows until the resize cursor appears, and then drag the lines to a new position.
  13. To adjust the column width, hover over the vertical lines between columns until the resize cursor appears, and then drag the lines to a new position.
  14. Customize the appearance of the visual in the Properties panel on the right.
    1. Under Display Settings, format the title and subtitle.
      For more information, see Formatting Titles and Subtitles in Visuals.
    2. Under Headers, format the headers of the table.
      • To hide or display the headers, click Hide icon, the Hide icon, or Show icon, the Show icon, next to Show headers.
      • Under Row height (pixels), enter the height of the header row in pixels. You can enter a whole number from 8 through 500.
      • Customize the text color, size, and alignment, the background color, and the border settings.
    3. Under Cells, format the table cells.
      • Under Row height (pixels), enter the height of the table rows in pixels. You can enter a whole number from 8 through 500.
      • Under Background, set the color of the background. You can enable the Alternate row colors option to set different colors for odd rows and even rows.
      • Customize the text color, size, and alignment and the border settings.
    4. Under Totals, format the row with the totals.
      For more information, see Adding Totals to Tables.
    5. Under Visuals, specify whether to display data bars for the values in the table.
      To display data bars, click Add data bars, then select a value field and set the color for positive and negative values.

      Data bars can help you visualize and compare data in a range of fields. You can only apply data bars to the fields from the Values field well. You can create up to 200 different data bar configurations for a single table.

    6. Under Field styling, specify formatting settings for URLs.
      • Under Select field to style, select a field from the list.
      • To display the URLs as hyperlinks, select Make URLs hyperlinks under URL options. Then, specify whether the links open in a new tab, a new window, or in the same tab and select a styling option.
      • To display the URLs as images, select Show URLs as images under URL options. Then, specify whether you want to fit the images to the cell height or width. You can set any URLs in your table that point to an image to render as images.

      You can add up to 500 rows of links for each page in a table. Only https and mailto hyperlinks are supported.

    7. Under Group-by column names and Value column names, customize the names of the group-by columns and value columns.
      Enter a custom name in the text box. To include a parameter in the name, click Insert parameter icon, the Insert parameter icon.

In this section:

  1. Adding Totals to Tables
    You can add totals to a table.
  2. Sorting Data in Tables
    You can sort the values in a table in ascending or descending order based on one or multiple columns or based on a field that is not included in the table. You can sort up to 10 columns in a single table.
Parent topic: Creating Visuals