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Table visualization

Lisa Wong
Updated

Customize and edit a table visualization type.

The following options are available under each tab.

Tip: Customize and edit the selected visualization type in the Edit Tile dialog box by clicking Edit.

Plot

The following options are available in the Plot tab.

Note: To enable Show Totals or Show Row Totals in the Plot tab, Totals and Row Totals need to be selected respectively, in the Data table.
Options Description
Table Theme Changes the theme colors of the overall table.
Show Row Numbers Assigns each row a value starting from 1 in the table.
Show Totals Shows the total for each column at the bottom of the table.
Show Row Totals Shows the total for each row at the right of the table.
Transpose Switches the visualization's rows to columns and the columns switch to rows.
Note: This option is available for visualizations with only one dimension.
Limit Displayed Rows or Limit Displayed Columns Allows you to either Hide or Show a selected number of rows or columns starting from the First or the Last row or column.

Series

The following options are available to customize the whole table:

Options Description
Truncate Text Truncates text from columns.
Show Full Field Name Shows the name of the data source and the dimension.

For example, the data source is in profile variables and the dimensions chosen is Count. When it is toggled on, it is displayed as Profile Variable Count.

Size Columns to Fit Resizes the widths of all columns to fit in the tile.

Customization section displays each dimension and measure selected and allows you to customize the:

Icon Fields Description
Label Label displayed on the table.
Width The width of the column.
Text color Color of the text.
Background color Color of the background of the column.
Bold Apply bold formatting to the text.
Italics Italicize the text.
Underline Underline the text.
Note: Underlining does not work.
Align Left Align values to the left.
Center Align values to the center.
Align Right Align values to the right.
Format Format the number with a decimal, percentage, or currency symbol.
Cell Visualization Displays bars for each value in the table.

Click the color palette and select from either:

  • Pre-picked palettes
  • Customizing your own palette

Selecting Value Labels shows the values next to each bar. It is recommended to select Value Labels when exporting the dashboard as a PDF.

For more information about selecting a color, see the customize palette section in Change the colors in your visualization.

Note: The Cell Visualization field is available only for options in the Measures section.

Formatting

Sections Options Description
Colors Collection Select from a group of pre-selected colors.
Customizations Rows Increases the font in each row.
Header Increases the font in the header. The following also customization is available for the header:
  • Font color
  • Background color
  • Align Left
  • Center
  • Align Right
Enable Conditional Formatting Defines rules that color code the table.
Note: Conditional Formatting works only when subtotals are not displayed and Cell visualization in the Series tab is toggled off.

The following options are available when Conditional Formatting is enabled:

  • Include Totals: Rules are applied to Totals displayed in the table.
  • Include null values as Zero: Null values are represented as a zero.
  • The Rules section.
Rules Move Drag and reorder rules.
Add Adds a rule.
Remove Removes a rule.
Apply to Select whether it will apply to either all numeric fields or a selected measure.
Format Specifies which numeric values the rule will apply to.

Additional fields can differ between values selected. The following Format fields can customize the Background color, Font color, or Font style:

  • equal to
  • not equal to
  • greater than
  • less than
  • between
  • not between
  • null
  • not null

The along the scale Format option allows you use the following options:

  • Palette
  • Reverse colors
  • Use color steps
  • Mirror range around center value
Background color Color of the background of the values.
Font color Color of the values.
Font style Bold, italicize, or strikethrough the values.
Note: The strikethrough Font style does not work.
Palette

Choose one of several existing palettes or create a custom palette in the Custom tab. The following options are available:

  • Type in a hex code or click Edit All to edit all hex codes at once.
  • Click the Color Wheel button and click into the color wheel to select a color.
  • The color's brightness can be adjusted with the slider at the bottom.
  • Click the Add or Remove buttons to add or remove more colors in the color range.
Note:
  • Minimum number of colors in a palette is two.
  • Maximum number of colors in a palette is five.
Reverse colors Reverses the palette and applies colors at the:
  • Left end of palette to higher values in the data range.
  • Right end of the palette to lower values in the data range.
The options change depending on the type of palette selected:
  • Sequential or Diverging palettes: Each bar is colored on the scale of the palette in reverse. This starts with the color at the right end of the palette moving left.
  • Categorical palettes: Colors are applied to each bar in reverse order, starting with the last color in the palette.
Use X color steps Limits the number of colors used in the palette to the specified step value. When the option is:
  • Enabled: Data is grouped and colored according to the number of color steps.
  • Disabled: Colors are picked using the gradient of the palette's spectrum.

For example, if you specify 2 color steps, the data is grouped into 2 groups and only 2 colors will be displayed on the table.

Note: You can insert numbers from 2 to 100 in the color step.
Mirror range around center value Make equal color shifts on either side of the color palette. For example, on a scale from -100 to 0 to 100, values -20 and 20 will be the same color distance.
Range Specify the values that determine the palette gradient start (0%), center (50%), and end (100%) colors.

Column Options

On the table, near the end of a column, click the Gear button. The following column options appear:

Options Description
Freeze Freezes the table column to the left side of the chart. The frozen column remains visible while scrolling horizontally. This option can be applied to multiple columns.
Copy Values Copies all values in the column. Use this option to quickly paste values into a spreadsheet or text file.
Autosize All Columns Sizes the width of each column to fit the column heading name or longest value.
Reset All Column Widths Resizes the width of all columns to the default width.
Note: You can manually resize the columns by clicking between two columns.
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