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Visualizations → Listing Table

About a Listing Table Visualization

A Listing Table visualization offers a tabular view of your data at a granular level. After selecting the visualization in the Analyzer, you can configure various properties for measures, dimensions, filters, and settings for the Listing Table insight. Certain properties affect the types of interactions available to the Listing Table insight on a dashboard tab.

Configurable Properties of a Listing Table Insight in the Analyzer

The available trays for a Listing Table insight within the Insight panel are:

  • Grouping Dimension: Add a column or formula to this tray to group the Listing Table data.
  • Measure: Add a column or formula to this tray to include it as a column in the Listing Table.
  • Individual Filter: Add a column or formula to this tray to filter your Listing Table.
  • Distinct Filter: Add a column or formula to this tray to filter your Listing Table to show only distinct rows. This tray is available only when there is not a column or formula in the Grouping Dimension tray.
  • Sort By: Add a column or formula to this tray to sort the Listing Table. This tray is available only when there is not a column or formula in the Grouping Dimension tray.
Recommendation

If you need to group data in a table, it is recommended that you use an Aggregated Table visualization instead of a listing table grouping dimension for improved performance.

A column or formula in a tray is a Pill. Each pill has configurable properties. The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to view the Properties panel and set the pill properties.

Listing Table Grouping Dimension Pill Properties

Here are the Listing Table properties for the pills in the Grouping Dimension tray:

Property Control Description
Data → URL text box Enter the URL that should be opened in the browser when the user clicks on the measure value in the table column (begin with http:// or https://)
Data → Show Empty Groups toggle Enable this option to display table rows for which the grouping dimension contains a null value
Data → Sort By drag and drop Drag and drop the column or formula to sort the table by
Format select Select the format of the Grouping Dimension (e.g. Dollar Rounded)
Drill Down → Dashboards Drill down link Select + Add Dashboard to select a dashboard tab to drill down to when the user clicks on the measure value in the table column
Add Dashboard → Include Runtime Filters toggle Enable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

Listing Table Measure Pill Properties

Here are the Listing Table properties for the pills in the Measure tray:

Property Control Description
Data → URL text box Enter the URL that should be opened in the browser when the user clicks on the measure value in the table column (begin with http:// or https://)
Format → Conditional Formatting link Select + Add Conditional Format to change the color of a data point based on its value
Conditional Formatting → Operator drop down list Select the operator to use in the conditional formatting rule
Conditional Formatting → Value text box Enter the threshold value of the conditional formatting rule
Conditional Formatting → Background select Select the background color to apply when the conditional formatting rule is true
Conditional Formatting → Text Color select Select the text color to apply when the conditional formatting rule is true
Drill Down → Dashboards Drill down link Select + Add Dashboard to select a dashboard tab to drill down to when the user clicks on the measure value in the table column
Add Dashboard → Include Runtime Filters toggle Enable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Field drag and drop Drag and drop the column to join two tables that are not directly joined. See the Base Table Concept for more detail.
Advanced → Query Plan button Select this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure

Listing Table Individual Filter Properties

Here are the Listing Table properties for the pills in the Individual Filter tray:

Property Control Description
Operator drop down list Select the operator to use in the filter criteria
Values multi-select Select the value(s) to filter the table data by. Enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
Dynamic toggle When the individual filter is a formula, enable this property to select a filter expression session variable as a value
Formula text box Enable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Disable Filter toggle Enable this property to disable the filter. The individual filter property configuration is retained for future use.

Listing Table Insight Settings

Here are the Listing Table properties for the Insight Settings that appear when you select Settings (gear icon) in the Action bar.

Property Control Description
General → Page Size text box Enter the number of rows per page
General → Max Rows Limit text box Enter the maximum number of rows to include in the table. A value lower than the number of table rows returned will restrict results. A value of 0 will include all rows.
General → Auto Refresh toggle Enable this property to automatically update the insight when the underlying data is updated
General → Dynamic Group-by toggle Enable this property to allow the dashboard users to select a grouping dimension from the insight action menu. This property applies to non-aggregated table insights with more than one grouping dimension only.
General → Only Show Selected toggle Enable Dynamic Group-by to configure this property. Enable this property to prevent empty columns from being displayed for non-grouping dimensions.
General → Subtotal toggle Enable this property to include a subtotal at the end of each group
General → Total toggle Enable this property to include a total for the entire table
Layout → Fix Column(s) text box Enter the number of columns to keep visible when you scroll to the right
Layout → Headers toggle Enable this property to display column names
Layout → Transpose toggle Enable this property to convert the table columns to rows and the table rows to columns
Advanced → Max Groups text box Set the maximum number of groups that cannot be exceeded in the Insight
Advanced → Missing Value Text text box Enter the string to display when a column is missing data
Advanced → Join Measures drop down list Select Yes to calculate the group-by function across joined tables.
Warning

There is an impact to engine performance when you select Yes to enable the Join Measures property.

Create a Listing Table Insight Visualization

For an existing dashboard, to create a Listing table visualization insight, follow these steps:

  • If not already open, open a dashboard.
  • To add a new insight to the dashboard, in the Action bar, select +.
  • If needed, in the Analyzer, in the Data panel, select Add Data Set.
  • In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
  • To close the Manage Data Sets panel, select X or any other area of the Analyzer.
  • In the Insight panel, select V. Under Tables, select Listing Table.
Important

If the data in a column is Null, this can indicate a missing join, or joins in the wrong direction.

Save the Listing Table Insight as a Business View

You can save a listing table insight created from a physical schema as a Business View with the following steps:

  • In the Analyzer, in the Action bar, select V to the right of Save.
  • In the drop down menu, select Save as Business View…
  • In the Save as Business View… dialog:

    • Enter the View Name.
    • Optionally enter a View Description.
    • Select Choose to select a business schema to open the Select a Location dialog. You can search or filter the schemas by entering a string in the Search bar.
    • Select an existing business schema, or
    • Create a new schema by selecting New Business Schema in the bottom left corner of the dialog. In the Create Schema dialog, enter a business Schema Name and optional Description.
  • Select Save.
Important

This option is only available if you create a listing table insight from within a Schema by selecting Explore Data in the Action bar.

Listing Table Insight Example

Create a listing table that shows customer revenue by sales date and product for 2009.

In the Cluster Management Console (CMC), you can create a tenant that includes Sample Data. The Sample Data includes the SALES and date schemas. This example uses these two schemas.

Add an insight

  • In the Action bar, select +.
  • In the Data panel, select Add Data Set.
  • In the Manage Data Sets panel, in Tables, select the SALES and date schemas.
  • Close the Manage Data Sets panel.
  • In the Insight panel, under Tables, select Listing Table.
  • From the Data panel, drag and drop the following columns to the Measure tray:

    • Sales Date
    • First Name
    • Last Name
    • Product
    • Revenue
  • From the Data panel, drag and drop Sales Date, Last Name, and First Name to the Sort By tray, and sort each ascending.
  • From the Data panel, drag and drop Year to the Individual Filter tray. In the Filter panel,

    • For Operator, select In.
    • For Values, select 2009.

Edit the pill properties

  • Select the arrow to the right of Revenue to open the Properties panel.

    • For Format, select Dollar.
  • Name the insight Customer Revenue by Sales Date and Product for 2009.

Available User Interactions for a Listing Table Insight on a Dashboard Tab

As a dashboard end user, there are several actions you can take to customize the Listing Table insight to fit your specific needs.

Sort the Listing Table Insight

Select a column header to sort the Listing Table insight descending (down arrow) or ascending (up arrow).

Page through the Listing Table Insight

Select the arrows at the bottom of the Listing Table insight to page forward (right arrow), backward (left arrow), to the end of the table (double right arrow), and the beginning of the table (double left arrow). The Page Size is controlled in Insight Settings.

Copy and Paste Listing Table Insight Cells

Select Listing Table insight cells to copy them from the table and paste them into another application.

Personalize the Listing Table Insight Columns

Use the Edit Layout panel to select the columns to include in the Listing Table insight with the following steps:

  • Open the Edit Layout panel with one of these two options:

    • Select Personalize (Page icon) in the upper right corner of the dashboard page, and Edit Insight Settings in the Context bar.
    • Select More Options (⋮ vertical ellipsis icon) → Personalize to the right of the tab name on the active dashboard tab, and Edit Insight Settings in the Context bar.
  • Select the Listing Table insight on the dashboard.
  • In the Table Columns panel, select or deselect the measures to include in the insight. All measures are included by default.
  • Select the Save button.

Download the Listing Table

  • Select More Options (⋮ vertical ellipsis icon) for the Listing Table insight.
  • Select Download.
  • Select the download file format:

    • XLSX
    • CSV

Set an Alert when Data in the Listing Table Insight Changes

  • Select More Options (⋮ vertical ellipsis icon) for the Listing Table insight.
  • Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.

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