Displaying Data in Tables

Objective

After completing this lesson, you will be able to present data in tables

Tables

The simplest style for displaying data is tables.

  • Vertical tables: The vertical presentation style is the default style for presenting data. Vertical tables display header cells at the top of the table and the corresponding data in columns. By default, the header cells display the names of the dimensions, attributes, and measures included in the table. The body cells display the corresponding values.
  • Horizontal or financial tables: A horizontal or financial table is similar to a vertical table, except that the data runs horizontally, rather than vertically. By default, the row headers display the names of the dimensions, attributes, and measures included in the table. The body cells display the corresponding values. The horizontal table format is useful for reports with several measures, such as financial reports and balance sheets.
  • Cross tables: The appearance of a cross table is similar to that of a spreadsheet. The table displays data in a matrix in which the row and column headings describe the contents of each cell. Cross tables are most often used to show the cross-section of three axes of information. Cross tables display values for dimensions across the top axis and on the left axis. The body displays the values of a measure that correspond to the cross-section of the dimensions.
  • Forms: Forms are useful in a report when you want to display detailed information for each customer, product, or partner. For example, a form is a useful way of displaying individual customer records with information such as the customer account, name, and address. You can also use forms to format address labels for envelopes.
Types of tables: See text before image for more details.

Insert a Table

Creating a table with the Main Side Panel and the Build Side Panel:

Insert a table: See text after image for more details.

Procedure: To Create a Table by Selecting a Template

Follow these steps to create a table by selecting a template:

  1. In the Insert section of the toolbar, open the Insert Table list.
  2. Select the table.
  3. Click the area of the report where you want the table to display.
  4. Choose Build Side Panel.Report Element Data tabFeeding sub-tab
  5. From the Document Dictionary tab, drag the objects in the Data Assignment section.

Change Table Type

In Web Intelligence, changing the type of a table allows you to modify the way the data is presented and manipulated. The point of changing the type of a table is to customize the visual representation and behavior of the table to better suit your reporting and analysis needs.

Change table type: See text after image for more details.

Procedure: To Change a Table Type

Follow these steps to change a table type:

  1. Select the table and right-click it.
  2. In the contextual menu, select Turn Into.
  3. Choose Build Side PanelReport Element Data tabFeeding sub-tab.
  4. In the Turn Into section, open the Tables list.
  5. Select the table.

Data Additions to a Table

When you want to add a new object to a table that is not in the query, you need to edit your query, add the data object in the Query Panel to the Result Objects panel and run the query before you can add the object to an existing table.

Watch this video to learn about the steps to add an object to an existing table.

Move a Column

In the Feeding sub-tab, under the Data Assignment section, drag an object above or below another object to move its position in the table.

Move a column: See text before image for more details.

Copies of Tables

You can use one of the copy and paste methods to copy a table and paste it as another block in the report.

This technique is useful to show the same data in another format, for example, as a chart with formatting to highlight certain information.

Procedure: To Duplicate a Table

Follow these steps to duplicate a table:

  1. Select a table.
  2. While maintaining the Ctrl key, drag the table anywhere on the canvas.

Table Deletion

You can delete tables, rows, or columns by using a shortcut menu.

Procedure: To Delete Table Rows or Columns

Follow these steps to delete table rows or columns:

  1. Select the table column or row and right-click it.
  2. In the contextual menu, select Delete.

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