Configuring Tables

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure tables for viewing and analyzing data

Build Tables

Tables can be used to view and analyze data. Tables are added to either responsive, canvas, or grid pages in stories.

For tables that are based on models, the set of features and options available depends on the model type (planning, analytics, or a model based on a remote SAP HANA system). Only the features and options that are supported by the model type are visible. For example, tables based on planning models allow users to make changes to the model data using version management, data entry, and allocations.

When you add a table to a story, a data grid is created with the basic dimensions and categories of the model aligned along the axes of the grid. You can change this basic layout using the following designer tools:

  • Use the Builder Expert to select the measures and dimensions to include in the rows and columns of your table.

  • Use the Styling tools to format the presentation.

Table Configuration

Watch this video to learn about some of the table configuration options.

Note
  • If you select a table and choose "Examine", the system will display a chart below the table and vice versa.
  • If you select Model Members under the Account dimension, you can change the account description in the story.

You can display a bar chart in your table cells so that you have both a visual and a numeric view of your data. In the table, right-click a measure column or row header (for an account for example) and then select In-Cell Chart.

Format Tables

When you create a table widget, the system applies the default template with built-in styles. There are several options to adjust the formatting of the table:

  • In the Styling panel for table regions (title cell, header, data), you can change the fonts.
  • In the Styling panel for the table, you can switch to a different template.
  • In the Styling panel for the table regions, you can create styles to apply to each region.
  • In the Styling panel for the table regions, you can create styling rules to apply to members.

You can select a specific table region or cell(s) and change the font, style, and lines manually. However, if you want to apply the same style to multiple regions, you can create a new (reusable) style.

Note
Styles are available for any table in the story from any data source.

You can apply a style to any table region.

If you want to control the style based on what the cells contain, you can create a styling rule.

Note
Styles and Styling Rules can be given user-defined names,

When creating a styling rule, the content is based on where your cursor is in the table. If you hover on the Member number the members selected are displayed. After you determine the context, you can apply an existing style or create a new one in the styling rule dialog. After you apply the styling rule any data in the table with the same context will inherit the same style. See the example below in the Table Styling Rules figure: United Sates / Plan & Actual for the Operating Income account and its children.

In SAP Analytics Cloud, styling rules allow you to make text style changes along a hierarchy, changing styles for sibling, descendant, or child members. Styling changes that you make to the hierarchy are also applied to new members in the hierarchy.

The level options include:

  • Self: only apply the style to the member itself. Example: If you select 2024, the style only applies to 2024 but not to half year, quarters, or months in 2024.
  • Self and Children: apply the style to the member and its children (not grand-children). Example: If you select 2024, the style applies to 2024 and to its half years, but not its quarters and not its months.
  • Self and Descendants: apply the style to the member and its children and grand-children, etc.). Example: If you select 2024, the style applies to 2024 and to its half years, its quarters and its months.
  • Self and Siblings: apply the style to the member and its brother and sisters). Example: If you select 2024, 2025, 2026 the style applies to 2024/5/6 but not to their half years, quarters and months.

In summary, you can create styling rules to apply styles based on what the cells contain. You can also create multiple styling rules that affect overlapping ranges of cells if needed. And then you can change the order of the rules to determine the precedence if there is a conflict.

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