You can configure the following settings for a table view:
Title and Description
Click the pencil icon and specify the following:
- View Title: Enter a title for the view.
- Description: Enter a description for the view.
- Keywords: Keywords are important to help other users find your view in a search. When users enter these keywords into the view search, your view is included in the search results.
Time
- Date Field: Select the date field type in the drop-down list. The date field types that are available depend on the data source for your view.
- Time Unit: Select the time unit used for grouping date values together, for example, week, month, or year.
- Time Period: Select the time period for which you want to include data.
- Show Another Year: Select an option in the drop-down list and the view shows a comparison against a previous year.
Filters
Click the pencil icon and then click Add Filter. You can configure the following options for a filter:
- Field: Select the field by which you want to filter the data. The list includes all fields available in the data source you selected for the view.
- Comparator: Specify the comparator to use for the filter.
- Filter: Specify the value for the filter.
Drilldowns
You can create drilldowns on your views to create links between them. View drilldowns link a field in your view to another view, while dashboard drilldowns link a field in your view to another dashboard. Users can click the specified field to go to the drilldown view or dashboard. Configure these options for a drilldown:
- Field: Select the drilldown field in the drop-down list.
- Drilldown View/Dashboard: Select the target view or dashboard for your drilldown.
Headers and Footers
Click the pencil icon to open the editor and enter a header or footer for your view. Headers and footers can include links to external websites, images, and tables.
Table options
This section contains options that are specific to chart views:
- Rows Per Page: Enter the number of rows to be shown per page. If there are more rows than the value entered here, the table data will be split across multiple pages. The default value is ten rows per page.
- Show Column Grand Totals: Select this checkbox to show a grand total for each column in the table.
- Show Column Headings: Select this checkbox to show column headings in the table.
- Show Column Totals: Select this checkbox to show totals for each column in the table. If you include more than one value field, this option enables you to show totals for each value within a column.
- Show Value Headings: Select this checkbox to show headings for the values in the table.
- Allow Dynamic Filtering: Select this checkbox to enable the ability for field headers to have the chevron symbol embedded in the field heading. When users click the chevron, a list of unique values is shown. Only values selected in the list are shown in the table. This option is similar to the filter settings in Microsoft Excel.
- Show Row Grand Totals: Select this checkbox to show grand totals on the rows of the table.
- Show Row Headers: Select this checkbox to show row headers in the table.
- Show Row Totals: Select this checkbox to show the row totals for each row in the table. If you show more than one value field, this option enables you to show totals for each value within a row.
Value Filters
The value section contains settings related to how many values and which records will be shown in the chart.
- Value: Select which values in the table are altered by the Direction and Number of Records settings.
- Direction: Select Top to show the top n number of values in the table. Select Bottom to show the bottom n number of values.
- Number of Records: Enter the number of records to be shown in the table.
For example, if the head count field is selected as the value and the direction is set to Top with the numbers of records as 3, the table will show the top three head count values.
Available Fields
Find fields to include in your view by entering terms in the search field or filtering by field type. You can click and drag any field to any of the three column options:
- Numeric Values: Drop fields in the Numeric Values area that will be shown as numeric values in the table. In the example table below, the Contracted Hours, Hourly Rate, and Total Salary fields are shown as numeric values.
- Rows: Drop fields in the Rows area to determine the rows in the table.
- Columns: Drop fields into Columns to specify the columns of the table.