Formatting Visualizer Tabular Reports

Tables and crosstab reports use similar formatting techniques.

Some formatting activities you perform directly on the table column including:

Some column formatting options you access from menus in the column header, including:

To show/hide the default Grand Summary

By default Visualizer adds a Grand Summary at the bottom of measure columns. To toggle this option, click Table Settings - Grand Summary and toggle the relevant option.


To wrap headers and cells

The Table Settings wrap options apply to entire tables or crosstabs. When headers are too long, toggle Table Settings - Wrap Headers. For cells, toggle wrap cells.

To wrap headers and cells of individual columns, use the column formatting menu options.

To edit a label

Change the label of a column by double-clicking on it, entering the new value, and clicking the check box.

To change column width

The default column width is 95 pixels. The shortest width is 40 pixels.

Resize width by dragging the column edge in the header.
 

When a column is narrow, the table Sorting option moves into the Column formatting dropdown menu.

To reorder columns

Reorder the columns by hovering in the header to reveal the Reorder button. The pointer changes to indicate that you have selected the column and you can drag it to another location. A blue bounding box shows where the column will move.

To sort the column data

Sort the data in a column by clicking the Sort  icon in the column header. Note: If a table only has one row, the sort icon will not be visible.

Chart Builder adds the column to the Sort section, with an up arrow.

*

To group rows based on attributes (break-by)

To group the table rows based on attributes and view summaries for each group in a column, click the Column menu in the column header and select Break By.

Break By adds expand/collapse button and sub-summaries for each break. Click the hash mark by the category to collapse or expand the results in the table. Note: In order to see a sub-summary, your report must include at least one Measure column.

Tip: If you don't want to see sub-summaries at all, you can turn them off using the Table Settings - Sub-Summary toggle.

Collapse and Expand all Break By report sections

You can expand or collapse grouped categories in a table for columns with a Break By applied. You can use Expand All and Collapse All options in the Actions menu for columns with a Break By applied to open and close all the grouped sections simultaneously.

To expand one category at a time, click + to expand that selected category. In this example, Beverages is expanded while the other categories remain collapsed. You can click - to close the expanded section.

To filter column data

1. To filter a column click the Column menuin the column header and select Filter. The Filter properties for the column display in the left panel.
2. Choose from a variety of filter display options that match the type of data, such as check list, slider, text input, or calendar.
3. You can choose the filter operator, such as Equal To, Greater Than, etc.
4. Below that, Visualizer lists the possible attribute values you can select for the filter.
5. The More Options menu has the Use as display filter toggle. By default the table filter is applied on the database. Toggle this On to apply the filter on the data in memory.

6. Click Apply to see the filter applied to the table.


Additional Filter Tips:  

  • See Filtering Data in Visualizer.
  • To change the filter, click the filter icon in the column header.
  • Drag-select a set of rows to instantly filter a table.

    The filters that have been applied in the filter drill path at the top. Hover to see the filters applied, and click on a node to go to a previous state.

  • To toggle a filter Off or delete it altogether, click Filters in the Chart Builder.

To add a percentage column for a measure

Visualizer can automatically calculate percentages and create a percentage column for a measure.  

Tip: The Table Settings - Grand Summary or Sub-Summary must be toggled On when using a percentage column.

1. To add a percentage column click the Column menu in the measure column header and select % of either the grand summary or, if available, a sub-summary.

Visualizer adds a new percentage column next to the measure.

To use a summary for a column based on an expression

1. Create a column based on an expression.
2. Click the column Grand Total menu and select Expression.

To hide and show a column

If you don't want to display a column that is in a report, use the column menu to hide it.

The column does not show in the table. However it is still in the Chart Builder and its name is grayed out. You can still see its information in a popup.

To show it again, click its grayed-out name in the Chart Builder. Then in the left panel, at the bottom, click Show Column.

To delete a column

To delete a column click the icon in the column header.

To format table summaries

1. By default Visualizer adds a Grand Summary at the bottom of measure columns. To toggle this option, click Show/Hide Table Summaries.

For crosstab reports you can control the visibility of row and grand summaries.
2. To change the default auto-summary for a measure column click the icon in the column header and select a Grand Total option.

Tip: To change the label of an auto-summary row click Table Formatting .


To change general table formatting

Important: Many of these options are not available for crosstab reports, even though they appear in the options.

1. To change the table formatting click edit Table Formatting  . The Table Formatting panel opens.

As you select options, Visualizer previews the changes. Options include:

  • General
    • Border on/off toggle, color and size
    • Alternating rows on/off toggle, odd and even row colors
  • Headers
    • Header on/off toggle
    • Header background color
    • Header text justification, font, color, background color, size, style
  • Summary
    • Summary background color
    • Summary text font, color, background color, highlight color, style
  • Sub Sum
    • Sub Summary background color
    • Sub Summary text font, color, background color, highlight color, size, style
  • Cells
    • Cell text font, color, background color, size, style
  • Column
    • Per-column formatting, either the whole column or sections (header, summary, sub summary, cells)
  • Conditional

2. When you like the formatting click Done.
3. To specify the number of decimal places or add a currency symbol for a measure, click the measure in Columns and select the Data Formatting option. See Formatting Data in a Visualizer Table.
4. Click Save .