Using a table visualization
- Elements of a table
- Adding a table
- Row headers versus flat columns
- Table properties
- Column properties
- Column headers
- Sorting and filtering
- 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 that is used when first selecting data if you did not choose another type.
The figure below shows the main elements of a table visualization.
3. Adding a table
3.1. Drag a database table or spreadsheet
One way to create a table visualization is to drag a table or sheet from under a data connector in the Explore window to the canvas of a metric set or dashboard.
This method of adding a table is mostly for previewing data because it uses the raw data retrieval mode, which has some limitations.
3.2. Drag a metric set
You can add a table to a dashboard or view simply by dragging 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: Order Quantity
- Rows: Date hierarchy
- Columns: Product hierarchy
Drag this metric set to the dashboard canvas to see a table visualization that looks the same as the one created in the full screen metric set.
You can also Re-Visualize any other visualization to a Table from the toolbar. Or, add a new table to your view from Data Visualization in the toolbar, and then drag any metric set onto the empty table.
3.3. Add data
To create your own table, drag any column of data, measure, or dimension from a data connector or data cube to the canvas of a metric set or view. It will initially appear as a table visualization.
If it's numeric (a measure), it will appear as a single cell showing an aggregated value such as the sum; otherwise, it will appear as a single column of hierarchy values.
Now drag more data anywhere on the table, or onto the Data Analysis Panel.
Dundas BI may re-visualize your data according to its recommendations if you haven't chosen a visualization yet. To keep using a table, you can drag data onto one of its labeled areas, such as Row Header for non-numeric data like country names.
Otherwise, if the visualization changes you can always choose the highlighted Re-Visualize button in the toolbar and change it back to Table. You can also choose a table ahead of time from Re-Visualize or Data Visualization in the toolbar.
These steps create a metric set, which determines which data to display and data-related settings. On a view such as a dashboard, this creates an auto-generated metric set, which you can find listed under your dashboard in the Explore window.
Non-numeric data is usually displayed as row headers, but can also be displayed as a 'flat' column like numeric data. See the table elements diagram to compare them.
- Row headers are always displayed on the left (and frozen there when scrolling horizontally), and they display how data is grouped. Viewers can drag and drop their column headers to re-order them and change the grouping, and expander buttons can expand or collapse values. The order of these columns is maintained when sorting unless you choose to change it.
- Flat columns have a wide variety of customization options. They can be placed in any order (to the right of any row headers), and dragging and dropping their column headers is unrelated to how the data is grouped. When sorting non-numeric data in a flat column, it is automatically grouped so that it takes priority for sorting.
4.1. Flat columns
To change how non-numeric is displayed, you can right-click a row header column, select Re-Visualize, and then Display As Flat Column.
Similarly, you can select Display As Row Headers on a flat column.
Alternatively, open the Visualization tab of the Data Analysis Panel and move a hierarchy from Row Header to Column or vice versa.
4.2. Flat table
To quickly change the entire table to flat columns, select the table and find Display As Flat Table in the toolbar under Re-Visualize (or directly in the toolbar in previous versions).
For a table with flat columns, you can choose Display With Row Headers.
You can use the Quick Access Properties popup to customize properties such as colors and fonts. The popup that initially appears customizes the entire table.
To customize a specific element, such as row header or alternating row backgrounds, click the table again on that element.
Users with access to the Properties window can customize every aspect of the table's appearance and layout. Some key properties are described in the sections below.
5.1. Column properties
Regular columns or 'flat' columns have a wide variety of settings that can be used to customize them.
Select a column to customize in the Properties window in the Main tab, under Columns. You can also click directly on a column in the table, or right-click and choose Column Properties.
By default, flat column values are displayed as text, but you can change the column type to one of the other supported column types:
- Image – Displays images according to URLs or image paths from your data, similar to a data image.
- Hyperlink – Provides clickable links to navigate to URLs or addresses from your data.
- State Indicator – Uses a state indicator in each row to display symbols or other visuals based on each row's states.
- Bullet Graph – Displays a bullet graph type of gauge in each row.
- Data Bar – Displays a simple horizontal bar chart in each row.
- Checkbox – Visualizes data as a checkbox that is checked or unchecked based on values such as True or False, or zero or non-zero.
For example, change the Column Type property to Data Bar. The table now shows data bars in the LineTotal column instead of text values.
Instead of using the Properties window, you can also change the column type from the context menu.
Right-click the table column to open its context menu, click Re-Visualize, and then select the new column type (for example, Bullet Graph Column).
Some of the column's properties in the Properties window will be specific to the selected column type. For example, you can further customize State Indicator, Data Bar, and Bullet Graph columns by clicking Customize....
Data Bar and Bullet Graph columns also have the property Show Axis in The Header, which replaces the column header text with an axis and can be further customized by clicking Customize axis.
To customize how measures and other data are visualized by a data bar, bullet graph, or state indicator column, click the column to select it and open its Data Analysis Panel to the Visualization tab. The same visualization options are available as for an individual chart, bullet graph, or state indicator.
5.1.2. Frozen columns
Use the Frozen property from the Main tab to display the column on the left side of the table.
Similar to row header columns, the position of frozen columns will not change when you scroll the table.
5.1.3. State styles
You can set up states on your metric set and use State Styles on table columns to change the appearance of different cells based on conditions. The article Set up states on a metric set demonstrates this with a table visualization.
When using state styles, you can choose to apply them to the whole row instead of just the cells of that column by using the Apply State Styles To Entire Row property.
After selecting this option, you can also choose to apply the state styles to the row headers in each row by selecting the property Apply State Styles To Row Headers that appears.
This will apply to row headers that do not span multiple rows. For row headers that span multiple rows, consider setting up color rules on the column in the table's Row Header Columns property instead.
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 the Color Rules property under Cell Style.
There are three types of color rules you can apply:
- Auto Color Rule - Used to automatically determine colors and corresponding ranges based on the values in the cell. This rule can be applied only to measure columns. Click the + button to add to a measure column.
- Range Color Rule - Used for setting up each range of values and its corresponding color yourself. This rule can be applied only to measure columns. Use the menu icon to the right of the property to choose this rule type.
- Discrete Color Rule - Used to set up the corresponding color for a hierarchy member. Click the + button to add a rule for each value of a hierarchy column.
Select the added color rule to further customize the applicable range or values, color, and legend text. Color rule properties are the same in all Dundas BI visualizations - see Apply colors to data points or series using color rules for more details and examples.
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. You can use the Header Text property to change the text displayed in the column header. This property supports regular text, as well as hierarchy keywords, such as [Product], to refer to a hierarchy placed on Columns in the metric set.
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 set it using one or more placeholder keywords for the data values in each row, as well as optionally combining this with regular text. Keywords also support optional formatting if you don't want to use a time dimension's or measure's formatting options. See Display date only on column instead of date/time for an example, or for information on keywords see the Formatting text article.
5.1.6. HTML formatting
If your data contains HTML tags, which you want to apply for formatting rather than display as text, in the Text tab of the column properties, select the Allow HTML Formatting option.
5.1.7. Custom groups
Go to the Text tab of the column properties and indicate a Group Text to create a custom group with the provided header.
Add the same Group Text to other columns to group them together.
Scroll down to the Group Header Style section to customize the text in the group header.
Go to the Look tab of the column properties to customize the look of the group header.
When you hover over or long-tap a table cell, a tooltip appears which shows the hierarchy and measure values associated with that cell/data point. (Switch to view mode first if editing a view.)
You can customize which data is shown in this tooltip, including adding data not already displayed directly in a column's cells. In the Data Analysis Panel, click Visualization and expand Tooltips to find and change the data assigned to be displayed in each column's tooltip. This same interface is used for customizing various aspects of all visualizations, described in Setting up the visualization.
For more options and control over the formatting of the tooltip text, you can go to the Text tab of the column properties to see the Tooltip property. Like the Custom Text property, this can be set using both regular text and placeholder keywords for inserting data from the row that was hovered over. For more information on keywords including formatting options, see Formatting text.
5.2. Column headers
The Main tab of the table's properties contains several options determining which column headers should be displayed.
Use the Look tab instead to customize their appearance, including rotated column header text.
5.2.1. Redundant column headers
A table with a hierarchy placed on Columns in the metric set (e.g., Product) will repeat the column headers for each columns hierarchy value (e.g., repeat OrderQty for each Product value).
This is displayed for consistency even if there is only one column while you perform your analysis, and this single column header is repeated in this case.
You can hide these column headers 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.
When your table has two adjacent columns with the same header text, you can merge the text into one header by expanding Column Headers and selecting Allow Column Header Merging.
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.
5.2.3. Column hierarchy headers
When working with data organized into columns, you may want to identify each row of column hierarchy headers.
In the Main tab, select the Show Column Hierarchy Headers property.
Under the Column Hierarchy Headers property that appears, select a hierarchy to customize how its headers appear.
In the Main tab under Row Header Columns, you can select a column and then the Hide Expander option to hide the expander buttons on row headers.
There are other options in the table's properties under Interactivity. Uncheck Allow Collapsing Separate Hierarchies to show expander buttons only when displaying an upper level from a multi-level hierarchy. Select the Show Expanders Only On Hover option if you want to show expander buttons only when hovering over them or after tapping their cell.
To change the color of the expander buttons in row headers, go to the Look tab, and in either the Row Header Style or Column Header Style properties set the Expander Color.
5.4. Sorting and filtering
You can hover over column headers in view mode to access sorting and filtering options.
Click the icon that appears to view the Sort and Filter menu.
You can choose to show only the Sort options or only the Filter options in this popup by unchecking Show Filtering Options or Show Sorting Options, found under Sorting & Filtering in the Main tab.
Hide the menu altogether by unchecking Show Sort & Filter Menu.
You can use an icon over column headers to indicate when filtering is applied.
Choose how this indicator appears for filtered columns using the Indicate Column Filtering property:
- On Hover – A filter indicator will appear when hovering the mouse cursor over a filtered column or after tapping it.
- When Filtered by Viewers (default) – A filter indicator will appear on its own, but only if the filtering was applied by viewers of a checked in metric set (not while checked out to you).
- Always – A filter indicator will always be present for a filtered column.
The settings that determine which totals are displayed are on the metric set, for example to show them only for some hierarchies, or only on rows or columns.
When totals are enabled, the table's properties described below can customize where they're displayed. To customize their appearance, see the total style properties in the Look tab.
5.5.1. Freeze total rows
Use the Freeze Total Rows property from the Main properties tab to display the grand total and subtotals at the edge of the table, even when scrolled out of view.
5.5.2. Show totals at bottom
You can decide between showing total rows at the top or bottom (and total columns left or right) by selecting or unchecking the Show Totals At Bottom property in the Main properties tab.
5.5.3. Item counts in subtotals
When working with any table that includes subtotals, you can hover over its cell to view the number of items that made up that subtotal amount. Subtotals are displayed if enabled in tables with multiple hierarchies or multiple levels, including when a member is expanded.
This can be helpful as context for the subtotal amounts when doing analysis.
If you would prefer to display this item count in the cell text of the table itself, enable the Show Item Counts In Subtotals property, found in the Text tab for the table.
The Look tab of the table's properties is the main place for customizing the appearance of each part of the table.
Some appearance properties are also available on individual columns, which take priority when set.
Use the Column Header Style to change the appearance both for the 'last row' of column headers displayed directly above your rows of data, and additional column headers displayed above when a hierarchy is placed on Columns in the metric set.
Use the tabs to access all the options. In the Text tab, you can enable Rotate Column Header Text and set a rotation angle.
5.6.2. Total styles
To change the appearance of rows or columns containing totals, go to the Look tab of the table properties and use the total or grand total style options.
- Total Row Style - Change the appearance of rows containing the grand total and subtotals, split between row header styling under Headers and the rest of the row under Rows.
- Grand Total Row Style - Change the appearance of the whole row containing the grand total. These properties take precedence over the Total Row Style.
- Grand Total Column Style - Change the appearance of the grand total column, split between column header styling under Headers and the rest of the column under Rows.
5.6.3. 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, used to display headers identifying each column of row headers. To edit the corner area properties, in the Properties window go to the Look tab's Headers section, and click Corner Area Style.
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.
5.6.4. Alternating row style
To change the appearance of alternating rows in a table, in the Properties window go to the Look tab's Rows section, and click the Alternating Row Style.
You can change the background color of the alternating rows, for example.
The alternating row style is applied to the cells displayed to the right of any row headers when the Row Header Layout property is set to Columns, but general cell styles including the alternating row style are also applied to row headers when this property is set to Indented instead.
5.6.5. 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 Cell Note Style.
This lets you adjust the size and color of the cell note.
5.6.6. Animate cell value changes
When a measure value (number) changes, its cell can be animated for a brief duration. These changes could occur as a result of filtering or other interactions, or from changes in the underlying data when it's set up to automatically refresh, where the measure value corresponding with a particular hierarchy value changes (not when the hierarchy values change).
Go to the Look tab of the table properties and scroll down to find the Animation section. Enable the property Animate Cell Value Changes and select the type of animation to use:
- Highlight temporarily changes the background color of the changed cell. This animation type comes with the option to select the highlight color.
- Slide moves the values in the direction of the change. Values that go up will slide up, and values that go down will slide down.
Switch to View mode and effect a change in the data to see the cell value animation. For example, a measure value was corrected below to increase sales for Egypt to $6,000.
In the Layout tab of the Properties window under Table, you will find the Row Header Layout property. You can also use the toolbar to change this property.
By default, this is set to Columns, which means each hierarchy or hierarchy level has a separate column with its own column header.
When the row header layout is set to Indented, row headers are displayed compactly in the same column, and each hierarchy or level is indented separately within it.
You can control the width of this column and the amount of indenting using the properties Single Indented Column Width and Indentation respectively.
Note that the indented option requires the following:
- Totals must be enabled on the metric set. To find this setting, click the Edit button in the Data Analysis Panel and set Shown Totals. The grand total can be hidden using the table's Hide Grand Total property.
- The table must be set to show totals at the top.
By default, columns are automatically sized to fit their content. When you resize a table wider than is needed, you'll see an area of white space.
In the Properties window's Layout tab, select the Auto Fit Columns To Fill option to have the columns sized to fit the table's available width.