Using a table visualization
- Elements of a table
- Adding a table
- Row Headers versus Flat Table
- Table properties
- Column properties
- See also
A table visualization lets you display data from a metric set using a tabular view. A table is also known as a data grid or data table, and it is the default type of visualization control that is used in the Metric Set Designer.
Related video: Introduction to Data Tables
2. Elements of a table
The figure below shows the main elements of a table control.
3. Adding a table
3.1. Drag a native database table
One way to add a table control to your dashboard is by dragging a native database table from a data connector in the Explore window, and placing it directly onto the dashboard canvas. This method of adding a table is mostly for previewing data because it uses the Raw Data retrieval format which has some limitations.
3.2. Drag a metric set
Another way to add a table is to simply drag a metric set from the Explore window that is already visualized as a table. For example, consider a metric set that is configured as follows:
- MEASURES axis: OrderQty
- ROWS axis: OrderDate hierarchy
- COLUMNS axis: Product hierarchy
Drag this metric set to the dashboard canvas to see a table control that looks the same as the one in the Metric Set Designer.
3.3. Drag measure and dimension columns
The third way to add a table is to drag a measure column from a data connector structure or data cube to the canvas. The measure will appear as a table visualization with a single cell showing an aggregated value.
Then drag other columns (e.g., representing dimensions) onto the table.
This way of dynamically building your table results in the creation of an auto-generated metric set, which you'll see if you expand your dashboard item in the Explore window.
4. Row Headers versus Flat Table
By default, non-numeric data is displayed in expandable row header columns on the left, while numeric columns are grouped on the right. You can change this by opening the Visualization tab of the Data Analysis Panel and moving a dimension from the Row Header field to the Column field. When all of the dimensions are in the Column field, the table mode is called a Flat Table.
4.1. Display with row headers
To quickly change to this mode, click Display With Row Headers in the toolbar or context menu for a selected table.
In View mode, row header cells display tooltips showing the cell value preceded by the level caption name.
4.2. Display as a flat table
To quickly change to this mode, click Display As Flat Table in the toolbar or context menu for a selected table.
5. Table properties
Using the Properties window, you can customize everything from the style of table rows to the appearance of notes (annotations) added to cells. A few of the basic properties are described below to get you started.
5.1. Allow Column Header Merging
When your table has two adjacent columns with the same header text, you can merge the text into one header by using the Main \ Allow Column Header Merging property.
For example, if your table has two Sales columns, one displaying text values and the other showing state indicators, you can use this property to merge the headers into a single Sales header.
5.2. Alternating Row Style
To change the appearance of alternating rows in a table, go to Properties \ Look \ ROWS and click the Alternating Row Style link.
Change the background color of the alternating rows, for example.
5.3. Auto Fit Columns To Fill
By default, columns are automatically sized to fit their content. So when you resize a table wider than is needed, you'll see an area of white space.
Set the Auto Fit Columns To Fill property to True to have the columns sized to fit the table's available width.
5.4. Cell Note Style
When you add a note (annotation) on a table cell, the note appears as a small, red triangle in the top right corner of the cell. Hover over this triangle indicator in View mode to see the details of the note.
To customize the appearance of the cell note, go to the Look tab of the table's properties. Click the Cell Note Style link.
This lets you adjust the size and color of the cell note.
5.5. Corner Area Style
The corner area of a table visualization is the portion that is above the row headers and to the left of the column headers. To edit the corner area properties, go to Properties \ Look \ HEADERS and click the Corner Area Style link.
For example, set the Text Align property to Center in order to position the text in the center horizontally.
Set the Vertical Text Align property to Top in order to position the text at the top.
Use the Expander Color property under Row Header Style properties to change the color of the expander buttons for row headers.
For column header expanders, go to Column Header Style properties to find the Expander Color property.
Use the Freeze Total Rows property to display the grand total and subtotals at the edge of the table even when scrolled out of view.
5.8. Highlight Cell Value Changes
When underlying data changes in value, and corresponding cells in a table change value, the changed cells can be animated with a highlight color for a brief duration.
To use this feature, open the Data Analysis Panel for the table visualization and click Edit. Make sure the Bypass Data Cache option is checked.
Go to Properties for the table visualization and set a value for the Data auto refresh interval (seconds) property, such as 10 seconds.
Then go to the Look section and scroll down to find the Highlight Cell Value Changes property. Enable it and optionally change the highlight color or duration of the animation (i.e., duration for the highlight color to appear and then fade away).
Switch to View mode and effect a change in the data to see the cell value animation. The cell(s) will be highlighted in color which then fades away after the specified duration.
5.9. Row Header Layout
Under Layout \ TABLE, you'll find the Row Header Layout property. By default, this is set to Separate Columns, which means that when you expand a row header, the headers corresponding to different hierarchy levels will appear in separate columns.
When the row header layout is set to Single Indented Column, row headers are displayed compactly in the same column and indented according to the corresponding hierarchy level. In this compact mode, totals are always displayed at the top.
Note that the Single Indented Column option requires the following:
- Totals must be enabled on the metric set. Open the Data Analysis Panel, click Edit, and then look for the Shown Totals field.
- The table's Show Totals At Bottom property must be unchecked.
5.10. Show Column Headers
By default, a table displays headers above the columns. To hide all column headers, uncheck the Show Column Headers property under the MAIN \ HEADERS section.
5.11. Show Expanders Only On Hover
Under the Main \ HEADERS section, select the Show Expanders Only On Hover option if you want to show the expand and collapse buttons for row headers only when hovering over them or after tapping.
A table with a COLUMNS hierarchy such as Product will repeat a single column header (e.g., OrderQty) for each columns hierarchy value (e.g., for each Product value). This results in a row of redundant column headers which you can hide by unchecking the Show Redundant Column Headers property.
The above functionality will work even if two column headers have been previously merged into a single column header via the Allow Column Header Merging property.
5.13. Show Totals At Bottom
By default, a table displays totals (e.g., Grand Totals) at the top. You can have the totals displayed at the bottom instead by setting the Show Totals At Bottom property to True.
6. Column properties
You can customize column-specific properties under Main \ TABLE \Columns. Select the column you want to customize (e.g. LineTotal).
By default, measure column values are displayed as text. But you can change the column type to something else.
Change the Column Type property to Data Bar. The table now shows data bars in the LineTotal column instead of text values.
Supported column types include:
- State Indicator
- Bullet Graph
- Data Bar
Instead of using the Properties window, you can also change the column type from the canvas. To do this, right-click over the table column you want to change.
From the menu, click Re-Visualize, and then select the new column type you want (e.g., Bullet Graph Column).
The LineTotal column now shows bullet graphs.
You can change the color of cells in the column based on the data in each cell. Go to the Look tab of the column properties and locate Color Rules under CELL STYLE.
There are three types of color rules you may apply:
- Auto Color Rule - used to apply a range of colors based on the value in the cell. This rule can be applied only to measure columns. Click the plus under Color Rules to add an Auto Color Rule.
- Range Color Rule - used to apply a specific color to a range of values. This rule can be applied only to measure columns. Click the selection icon next to the plus under Color Rules, and select Range Color Rule.
- Discrete Color Rule - used to apply a specific color to a member of a hierarchy. This rule can be applied only to hierarchies displayed as flat table columns. Click the plus under Color Rules to add a Discrete Color Rule.
Select the added color rule to further customize the applicable range or values, color, and legend text.
Go to the Text tab of the column properties to see text-related properties of the column.
Under ROWS, the Text property is read-only and indicates what data this column is connected to.
If you want to change the text displayed in the cells of this table column, use the Custom Text property. By default, this property is unset, which means it will display the data connected to this column. You can use a placeholder keyword consisting of the data element name and optional format string (see Display date only on column instead of date/time for an example).
When a user hovers over a table cell in View mode, a tooltip appears which shows the hierarchy and measure values associated with that cell/data point. You can customize the text of this tooltip as follows.
Go to the Text tab of the column properties to see the Tooltip property, which contains regular text and placeholders or keywords for inserting measure and hierarchy values.