Skip to main content

Configuring Tables and Pivot Tables

Overview​

Tables are one of the most effective ways to present structured data, offering a familiar and organized grid layout. They facilitate comprehensive analysis and comparison of individual data points, making them perfect for scenarios where precise values and granular details are crucial.

Getting Started​

Before configuring a Table, ensure you have:

  • Access to a dataset that contains the data you wish to analyze
  • A clear goal for your analysis
  • Understanding of the data structure

Business Value​

  • Display specific metrics in organized format
  • Support decision-making through detailed comparisons
  • Enable granular data analysis
Table Overview
Example of a table showing structured data

Table Configuration​

Basic Configuration​

  • Name: Provide a descriptive title
  • Description: Add context about purpose
  • Dataset: Select relevant dataset
Basic Configuration
Basic configuration settings for tables

Column Selection​

  • Choose specific columns to display
  • Arrange columns in logical order
  • Configure column properties

Filter Configuration​

  • Operation: Choose conditional operator
  • Field: Select column to filter
  • Value: Set filter criteria
  • Operator: Combine multiple filters

Style Customization​

  • Table Type: Choose format (Scrollable/Fixed/Grouped)
  • Visual Settings: Configure appearance
  • Layout Options: Set scroll behavior
Style Configuration
Style customization options for tables

Example Use Cases​

Sales Summary Table​

  • Columns: Product Name, Sales, Units Sold, Revenue
  • Filters: Revenue >= 1000
  • Style: Scrollable format
  • Insight: Product performance analysis

Regional Performance Table​

  • Columns: Region, Total Sales, Market Share, Profit
  • Filters: Market Share >= 5%
  • Style: Fixed column format
  • Insight: Regional performance comparison

Pivot Table Configuration​

Basic Setup​

  • Name: Set descriptive title
  • Description: Explain purpose
  • Dataset: Choose data source

Structure Configuration​

  • Rows: Select and order fields
  • Columns: Define column structure
  • Values: Set aggregation methods

Advanced Features​

  • Filters: Refine data display
  • Sorting: Arrange data logically
  • Formatting: Customize appearance

Example Pivot Tables​

Brand Distribution Analysis​

Pivot Table Example
Pivot table showing brand distribution across categories