Use tables as visuals

Use a table visual to see a customized table view of your data. Table visuals don't display a legend.

  • You have the Insights Author license.

Prerequisites

  • You have the Insights Author license.

Page location

Insights > Analyses > Click an analysis

Procedures

Create a table visual

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.

  3. Click the Table icon.

  4. Drag at least one measure from the Data panel into the Value field well. You can add as many columns as you need, up to 200. You can also add calculated columns.
  5. (Optional) To create an aggregated view of the data, drag at least one dimension into the Group By field well.

Hide a column in a table

  • Click the column and select Hide.

Show hidden columns in a table

  • Click any column and select Show all hidden fields.

Transpose columns to rows and rows to columns

  • Click Swap rows and columns () in the upper-right corner of the table. This icon has two arrows at a 90 degree angle.

Wrap the text in headers

  1. Click Format visual in the upper-right corner of the table. The Properties panel opens.
  2. Expand Headers.
  3. Select Wrap text.

Rearrange columns in a table

Do one of the following:

  • In the Visuals panel, drag and drop the data fields to adjust their order.
  • Click a column header in the table and click the Move arrow.

Edit a table’s title

  1. Click Format visual in the upper-right corner of the table. The Properties panel opens.
  2. Expand Display Settings.
  3. Click the paintbrush icon next to Edit title. The Edit title window opens.
  4. Edit the title and then click Save.

Hide a table’s title

  1. Click Format visual ( ) in the upper-right corner of the table. The Properties panel opens.
  2. Expand Display Settings.
  3. Click Click to hide (the eye icon) next to Edit title.

Add totals to a table

  1. Click Format visual ( ) in the upper-right corner of the table. The Properties panel opens.
  2. Toggle the switch in the Totals section to on.

Move totals to the top of a table

  1. Click Format visual ( ) in the upper-right corner of the table. The Properties panel opens.
  2. Expand Totals.
  3. In the Position section, select Top.

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