Visualizations → Aggregated Table

About an Aggregated Table visualization

An aggregated table visualization is a tabular view of your data with the ability to utilize aggregated granularity. An aggregated table visualization allows you to change the granularity of the data provided in your table. You can use aggregations, such as sum, average, min, and so on, as well as configure various properties for measures, dimensions, filters, and settings for the Aggregated Table insight.

The distinction between an aggregated table visualization and an aggregated table insight is that an insight is an instance of the visualization. As an instance, an aggregated table insight has unique configurations that a dashboard developer determines for displaying a chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer, such as the ability to drill down into a grouping dimension.

With two possible dimensions, an aggregated table visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is an aggregated table insight on a dashboard tab that shows:

  • a grouping dimension as the categories along the rows and columns
  • a measure as the aggregated values

The distinction between an aggregated table visualization and an aggregated table insight is that an insight is an instance of the visualization. As an instance, an aggregated table insight has unique configurations that a dashboard developer determines for displaying a chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension.

Configurations for an aggregated table insight

A dashboard developer first selects an aggregated table visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the aggregated table appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the aggregated table.

The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.

Each pill has configurable properties. The parent tray determines the available properties of a pill.

The available trays for an aggregated table insight are:

  • Grouping Dimension
  • Measure
  • Individual Filter
  • Aggregate Filter
  • Distinct Filter
  • Sort By
Note

An aggregated table insight requires at least one measure pill and one grouping dimension pill. Using a measure pill only without a grouping dimension results in a list with all of the values of the measure pill.

Grouping Dimension

From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The aggregated table insight plots the first pill in the Grouping Dimension tray as the first column.

Each pill in the Grouping Dimension tray is a filterable column for the insight. The pill ordering in the grouping dimension tray defines the following:

  • the first pill is the initial grouping dimension
  • the other pills acts as grouping dimensions and also define an order of user interactions that allow a dashboard consumer to drill down into the next grouping dimension and in doing so, also create one or more dashboard runtime filters

Measure

To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.

You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties, such as the Aggregation and Format properties.

Individual Filter

To filter individual rows for the aggregated table insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.

To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.

Aggregate Filter

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

To create a filter expression, add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.

Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.

To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.

Distinct Filter

To filter distinct rows for the aggregated table insight, define a distinct filter for the insight. You can only add columns to the Distinct Filter tray from the Data panel.

Note

The Distinct Filter tray is not available for an aggregated table insight with one or more grouping dimension pills.

To learn more about filter expressions for a distinct filter, review Concepts → Distinct Filter.

Sort By

To sort the rows for the aggregated table insight, define a sort by pill for the insight. You can only add columns to the Sort By tray from the Data panel.

Note

The Sort By tray is not available for an aggregated table insight with one or more grouping dimension pills.

Pill properties

The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:

  • Grouping dimension pill properties
  • Measure pill properties
  • Individual filter properties for a filter expression
  • Aggregate filter properties for a filter expression
  • Distinct filter pill properties
  • Sort by pill properties

You can edit the properties of a grouping dimension, a measure, a distinct filter, or a sort by pills with the Properties panel for an aggregated table insight.

To create a filter expression, edit the properties of an individual filter or aggregate filter pill with the Filter panel.
In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel to create the filter expression.

To open the Properties panel or Filter panel, select the pill arrow.

Grouping dimension pill properties

Here are the properties of a pill in the grouping dimension tray in an aggregated table insight:

Property Control Description
Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray.
Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
Formula text box Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Label text box Enter the label for the grouping dimension column or formula pill.
Data → Date Part drop down list When the selected column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Data → URL text box Enter the URL to open in the browser when the user selects a grouping dimension value in the table (begin with http:// or https://)
    Data → Show Subtotal toggle Enable this property to show the subtotal of the measure compared to the dimension. It is only available when using multiple dimension pills.
    Data → Show Empty Groups toggle Enable this option to display table rows for which the grouping dimension contains a null value
    Data → Hierarchy toggle This option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship).
    Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
    Hierarchy → Level text box Enable Hierarchy to configure this property.
    Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels.
    Data → Sort By drag and drop Drag and drop the column or formula to sort the table by
    Format → Date Format drop down list Select the format of the formula or date column. This option is available only when you edit the pill properties for a date column or a formula.
    Format → Date Mask text box Enter a customized date format or select a predefined one to appear in this text box
    Format → Quarter/Month Format drop down list Select the format of the date column. The options are:
  • No Format
  • Prefix
  • Short
  • Long
    This property is available only when you set Date Part to Quarter or Month.
  • Drill Down → Dashboards Drill Down link Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the table
    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.

    Measure pill properties

    The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

    Here are the properties for a pill in the measure tray in an aggregated table insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Measure tray.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Formula text box Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
    Data → Column Label text box Enter the label for the measure pill. This will be the column header.
    Data → Date Part drop down list When the selected column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Data → Aggregation drop down list Select the type of aggregation to use on the measure property. The available aggregation types are: AVERAGE, COUNT, DISTINCT, MEDIAN, MIN, MAX, SUM, and NONE
    Data → Scale drop down list Select the scale of the data. The available scales are:
  • Percent (%)
  • Thousands (K)
  • Millions (M)
  • Data → Running Total toggle Enable this property to have the measure value calculated as a running total rather than a simple summation
    Data → Filter drag and drop Drag and drop a column or formula to create a filter for the measure values.
    Format → Number Format select Select a basic formatting type: No Format, Decimal, Rounded, Dollar, Dollar Rounded, Euro, Euro Rounded, Yen, Yen Rounded, Percent, and Percent Rounded
    Format → Decimal Places text box Enter the displayed decimal value on non-rounded formats
    Format → Thousands Separator toggle Enable this property to include comma-separated thousands in values
    Format → Percentage toggle Enable this property to display the measure values as percentages
    Format → Prefix text box Enter a string (a currency symbol for example) to add at the beginning of the measure values. The string you enter cannot contain single quotes.
    Format → Suffix text box Enter a string (a currency symbol for example) to add at the end of the measure values. The string you enter cannot contain single quotes.
    Format → Conditional Formatting link Select + Add Conditional Format to change the color of a cell text and background 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 selects 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 a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table.
    Advanced → Query Plan button Select to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measure

    Individual filter properties for a filter expression

    To filter individual rows for the aggregated table insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

    Individual filter properties for a filter expression with a column as a pill

    Here are the properties of a filter expression for a column as a pill in the Individual Filter tray for an aggregated table insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Data → Column Label text box Enter the label for the individual filter pill
    Date Part drop down list When the filter column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Operator drop down list Select the operator to use in the filter expression
    Values multi-select Select the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between.
    If applicable, 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 +.
    Advanced → Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.
    Individual filter properties for a filter expression with a formula as a pill

    Here are the properties of a filter expression for a formula as a pill in the Individual Filter tray for an aggregated table insight:

    Property Control Description
    Formula label label The formula pill label
    Data → Column Label text box Enter the label for the individual filter formula pill
    Formula → Dynamic toggle Enable this property to select a filter expression session variable as a value
    Formula text box Disable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
    Operator drop down list Select the operator to use in the filter expression
    Values multi-select Select the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. In the case that you enable Dynamic, select a filter expression session variable. If applicable, 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 +.
    Advanced → Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.

    Aggregate filter properties for a filter expression

    You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

    Aggregate filter properties for a filter expression with a column as a pill

    Here are the properties of a filter expression for a column as a pill in the Aggregate Filter tray for an aggregated table insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Column Label text box Enter the name of the aggregate filter pill
    Date Part drop down list When the filter column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Aggregation drop down list Select the aggregation function to use in the filter. The available aggregation functions are:
  • Average
  • Count
  • Distinct
  • Median
  • Min
  • Max
  • Sum
  • None
    Available aggregations vary according to the column data type.
  • Operator drop down list Select the operator to use in the filter expression
    Values text box Enter one or more values to use in the filter expression
    Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.
    Aggregate filter properties for a filter expression with a formula as a pill

    Here are the properties of a filter expression for a formula as a pill in the Aggregate Filter tray for an aggregated table insight:

    Property Control Description
    Column Label text box Enter the label of the aggregate filter formula pill
    Formula text box Enter the formula in the Formula Builder to create the filter expression
    Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.

    Distinct filter properties

    To filter distinct rows for the aggregated table insight, define a distinct filter. You can only add a column to the distinct Filter tray from the Data panel.

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Data → Column label label Enter the label for the distinct filter pill

    Sort by properties

    To sort rows for the aggregated table insight, define a sort by pill. You can only add a column to the sort by tray from the Data panel.

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Data → Column label label Enter the label for the sort by pill

    Settings Panel

    With the Settings panel, you can configure additional properties for the Aggregated table insight. To open the Settings panel, in the Analyzer, 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
    General → Auto Refresh toggle Enable this property to automatically refresh the insight preview while editing it in the Analyzer.
    A tenant configuration in the Cluster Management Console (CMC) can globally enable or disable this feature at the tenant level.
    General → Merge Columns toggle Enable this property to merge columns in the Aggregated Table insight
    General → Collapsed toggle Enable this property to collapse the columns drop down list. You must enable Merge Columns to configure this property.
    General → Merge Rows toggle Enable this property to merge rows in the Aggregated Table insight
    General → Sort Within Groups toggle Enable this property to sort data within each group. You must disable Merge Rows and Merge Columns to configure this property.
    General → Dynamic Group-by toggle Enable this property to allow the dashboard users to select one or more grouping dimensions from the insight action menu
    General → Dynamic Measures toggle Enable this property to have the dashboard render a specified measure. This feature is useful when the table has more than one measure
    Dynamic Measures → Dynamic Measures Default toggle Select a single measure, the selected measure will be the only displayed measure on the dashboard. This will create a simplified view for the user. The default value is All measures.
    General → Subtotal toggle Enable this property to include a subtotal at the end of each group. This feature is effective only when there are multiple grouping dimension pills.
    General → Total toggle Enable this property to include a total for the entire table
    General → Data Sampling toggle Enabled by default. This property allows using a sample of the insight query result set, rather than the whole query result set to create the insight.
    Disable it to use the whole query data list, which may impact the insight rendering time.
    Layout → Fix Column(s) text box Enter the number of columns to keep visible when you scroll to the right
    Layout → Table Width drop down list Select the width of the table. The options are:
  • Dynamic (default) - columns expand to fit the insight
  • Customized - columns fit the width of the content
  • 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
    Layout → Show Count toggle Enable this property to display the rows count at the bottom of the Aggregated table insight
    Style & Appearance → Table → General Style → Density drop down list Select the density of the table. The options are:
  • More Compacted
  • Compacted
  • Default
  • Relaxed
  • More Relaxed
  • Style & Appearance → Table → General Style → Font Size drop down list Select the font size of the table. The options are:
  • Extra Small
  • Small (default)
  • Medium
  • Large
  • Style & Appearance → Table → General Style → Alternate Row Color table icons Select the table icon to choose the alternate row background color from the color palette as follows:
  • The left icon sets the odd rows background color
  • The right icon sets the even rows background color
    You can also add a custom color using a HEX code or reset to default color.
  • Style & Appearance → Table → Gridlines gridline icons Select the gridline icon to define the borders of the table cells as follows:
  • The left icon sets vertical gridlines between the columns
  • The right icon sets horizontal gridlines between the rows
  • Style & Appearance → Table → Gridlines bucket icon Select the bucket icon to choose the gridlines color from the color palette. You can also add a custom color using a HEX code or reset to default color.
    Style & Appearance → Table → Reset to Default link Select Reset to Default to reset the table to its default view
    Style & Appearance → Headers → Columns → Fields drop down list Select the desired column(s) under each tray to format their headers.
    Style & Appearance → Headers → Columns/Rows → Text letter and bucket icons Select the font text color, background color, and style of the headers:
  • A sets the headers text color. Choose the color from the color palette. You can also add a custom color using a HEX code or reset to default color.
  • Bucket icon (available for Columns only) sets the headers background color. Choose the color from the color palette. You can also add a custom color using a HEX code or reset to default color.
  • B sets a bold font
  • I sets an italic font
  • U underlines text
  • Style & Appearance → Headers → Columns/Rows → Text alignment icons Select the text alignment of the headers:
  • Left align
  • Center align
  • Right align
  • Top
  • Middle
  • Bottom
  • Style & Appearance → Headers → Reset to Default link Select Reset to Default to reset the table headers appearance settings to the default view
    Style & Appearance → Values → Content → Fields drop down list Select the desired column(s) under each tray to format their content
    Style & Appearance → Values → Content → Text letter icons Select the font color and style of the content:
  • A sets the text color. Choose the color from the color palette. You can also add a custom color using a HEX code or reset to default color.
  • B sets a bold font
  • I sets an italic font
  • U underlines text
  • Style & Appearance → Values → Content → Text alignment icons Select the text alignment of the content:
  • Left align
  • Center align
  • Right align
  • Top
  • Middle
  • Bottom
  • Style & Appearance → Values → Reset to Default link Select Reset to Default to reset the table content values to the default view
    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.

    User interactions for an aggregated table insight

    As a dashboard consumer, you can interact with an aggregated table insight on a dashboard tab. Some interactions will affect only the aggregated table. Other interactions will affect both the aggregated table and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.

    Note

    Some user interactions require specific configurations by a dashboard developer and therefore may not be available.

    Here are the possible types of user interactions for an aggregated table insight:

    • Select a cell value to show all the related rows with the same cell value and in doing so, create a dashboard runtime filter
    • Select a cell value to open the Filter by menu and select an option to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
    • Select a cell to open the Go to menu, and then select a dashboard tab to navigate to (requires a dashboard drill down configuration for a grouping dimension pill)
    Note

    A dashboard runtime filter affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.

    More Options menu for an aggregated table insight

    Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.

    For more information about RBAC and DAC, review Tools → Security Manager.

    In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.

    Download as

    • For the aggregated table insight, select More Options (⋮ vertical ellipsis icon).
    • Select Download as.
    • Select the download file format:

      • CSV
      • XLSX
      • PDF

    For a Listing Table or Aggregated Table, you can also Send to Data Destination.

    Set Alert

    You can set an alert that identifies specific changes to an aggregated table insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter in an aggregated table or a listing table.

    • For the aggregated table insight, select More Options (⋮ vertical ellipsis icon).
    • Select Set Alert. The Analyzer opens with an aggregated table insight that has the Grouping dimension pills and the measure pills from the aggregated table insight. Refer to the Scheduler document for additional information on Data Alerts.

    Steps to create an aggregated table insight

    For an existing dashboard, to create an aggregated table insight for a given dashboard tab, 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 Manage Dataset.
    • 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.
    • In Tables, select the Aggregated Table visualization.
    • From the Data panel, drag and drop various columns to various trays in the Insight panel:

      • Grouping Dimension
      • Measure
      • Individual Filter
      • Aggregate Filter
      • Distinct Filter
      • Sort By
    • Configure the pill properties using the Properties panel or Filter panel.
    • Configure various insight properties using the Settings panel.

    Example of an aggregated table insight

    Create an Aggregated Table insight that shows product revenue by country in several high value markets.

    Note

    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 the SALES schema.

    Add an insight

    • In the Action bar, select +.
    • In the Data panel, select Manage Dataset.
    • In the Manage Data Sets panel, in Tables, select the SALES schema.
    • Close the Manage Data Sets panel.
    • In the Insight panel, under Tables, select Aggregated Table.
    • From the Data panel, drag and drop Revenue from the SALES table to the Measure tray.

      • Edit the Revenue format property to Dollar Rounded.
    • From the Data panel, drag and drop Product from the Products table to the Grouping Dimension tray.
    • From the Data panel, drag and drop Country from the Countries table to the Grouping Dimension tray.
    • From the Data panel, drag and drop Country from the Countries table to the Individual Filter tray.

      • Select France, Germany, and Netherlands for the filter Values in the Country filter. The Operator type should be set to In.
    • From the Data panel, drag and drop Product from the Products table to the Individual Filter tray.

      • Select Product names 128MB Memory Card, 256 Memory Card, and 8.3 Minitower Speakers in the filter Values. The Operator type should be set to In.
    • From the Data panel, drag and drop Revenue from the SALES table to the Aggregate Filter tray.

      • Edit the Revenue filter to Aggregation type SUM, operator type Greater Than, and add a value of 70,000 to filter by.
    • From the Settings menu (gear icon), toggle Merge Rows.
    • Name the insight Product Revenue in High Value European Markets.
    • Select Save.