Create a table (grid)
Create a standard table
To create a standard table:
- Click "Analytics" in the main menu (left)
- Click the "+" sign
- To create the new analytics report, you must:
- Enter a title
- Select a dataset
- Select a format (in this case: Standard table)
- Click Save
- A draft report with the data visualization will be displayed
- To modify the report:
- Click on the "Toolbox icon" to open the configuration panel (top right-hand corner)
- Modify settings to suit your needs
Click on "Generate" to view the result
- Click on "Save" to save your changes.
- If you access this table again in the future, it will be automatically updated to reflect any new data added. If you wish to keep the report with the current data, it is necessary to export it.
Hide/display columns and sort data
By clicking on the "v-shaped" arrow at the top of each column, you can sort the data and choose to show or hide the columns of your choice.
Configuration options for tables
You can also add the following configurations by clicking on the configuration button (tool icon in the top right-hand corner):
Add a "Total" line
- Column: Column that will be used to generate the total line. Only columns with numerical data can be selected.
- Aggregate Method: sum or average.
Data grouping by field
- Select an option from the "Group by" drop-down list. Several sub-tables will be generated according to the different groupings.
Sort the data
- Select a filter from the "Sort by" drop-down list. The data will be grouped in a single table.
You can sort data directly in the table.
- Click on the "v" arrow at the top of each column to sort the data.
- Columns with numerical data can be sorted in ascending or descending order.
- Columns with text data can be sorted in alphabetical order (ascending) or in reverse alphabetical order (descending).
Apply conditional color formatting
- Select "Add format".
- Select the column of data to be formatted. Only columns with numerical data can be selected.
- Select the colour palette of your choice.
Apply configurations and view the result
- Update the report by clicking on the "Generate" button.
Applying color formatting will split the values into 5 color-coded tranches. If you input a minimum and/or maximum values then all values under the minimum will have the first color and all values above the maximum will have the last color.