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.
With one possible dimension, a listing table visualization offers a dashboard developer the ability to create an insight that groups one or more calculated values by one or more attributes. The result is a Listing Table on a dashboard tab that shows:
- rows
- columns
The distinction between a listing table visualization and a Listing Table insight is that an insight is an instance of the visualization. As an instance, a Listing Table insight has unique configurations that a dashboard developer determines for displaying a Listing Table on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a row and/or column.
Configurations for a listing table insight
A dashboard developer first selects a Listing 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 Listing Table appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the Listing 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 a Listing Table insight are:
A Listing Table insight requires at least one pill.
Grouping Dimension
From the Data panel, you can add several columns or formulas to the Grouping Dimension tray. The listing table insight plots the first pill in the Grouping Dimension tray.
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 define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring 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.
A listing table insight shows the measure pill as a column.
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 listing 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.
Distinct Filter
To show only distinct rows, define a distinct filter for the insight. You can add a column to the Distinct Filter tray to filter your listing table from the Data panel.
A listing table with one or more grouping dimensions does not support the definition of the Distinct Filter.
To learn more about distinct filters, review Concepts → Distinct Filter.
Sort By
You can add a column or formula to the Sort By tray to sort your listing table from the Data panel.
A listing table with one or more grouping dimensions does not support the definition of the Sort By.
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.
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
- Distinct filter properties
- Sort By properties
Grouping Dimension pill properties
Here are the properties of a pill in the grouping dimension tray in a listing 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 |
| 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 that should be opened in the browser when you click the measure value in the table column (begin with http:// or https://) |
| Data → Show Subtotal | toggle | Enable this option to display the subtotal of the numeric chosen measure if any. |
| 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 the column or formula to sort the grouping dimension by |
| Format → Date Format | select | 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 | 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. |
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.
| 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 |
| 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 that should open in the browser when you clicks the measure value in the table column (begin with http:// or https://) |
| Format → Number Format | drop down list | Select the format of the measure: No Format Decimal Rounded Dollar Dollar Rounded Euro Euro Rounded Yen Yen Rounded Percent Percent Rounded |
| Format → Decimal Places | text box | Enter the number of decimal places to display for the measure value. |
| Format → Thousands Separator | toggle | This property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater. |
| Format → Percentage | toggle | Enable this property to show the percentage value for the measure of the line |
| Format → Prefix | text box | Enter value to add a prefix and create a custom format. The value of the prefix field cannot contain single quotes. |
| Format → Suffix | text box | Enter value to add a suffix and create a custom format. The value of the suffix field cannot contain single quotes. |
| Conditional Formatting | section | Define conditions to apply different formats on the measure column or formula depending on the value of the same or another column or formula |
| Conditional Formatting → Based On | drag and drop | Drag a column or formula to format the current measure according to the value of the added column or formula. Leave blank to apply conditional formats depending on the value of the measure itself. To remove the column or formula, hover over the column pill, and then select X. |
| Based On → Column Name | read only | The fully qualified name of the column that you select to base the measure formatting on. Available only when you drag a column to the Based On section. |
| Based On → Column Label | text box | The label of the column or formula pill in the Conditional Formatting section |
| Based On → Formula | text box | Select to add a formula to format the measure based on its value. Available only when you drag a formula to the Based On section. |
| Conditional Formatting → Conditions | section | Use this section to add and manage conditional formatting rules (conditions). You can add multiple rules and arrange them as required using drag-and-drop techniques. If multiple rules overlap, the first rule on the list prevails. To edit a rule, select its pill. To remove a rule, hover over its pill, and then select X. |
| Conditions → Clear All | link | Select to remove all conditional formatting rules |
| Conditions → + Add Condition | link | Select to add a rule to change the color of the value text and/and cell background based on a defined condition |
| Conditional Formatting → Note | read only | Denotes the name of the current measure and label of the column or formula used in the rule. Available only when you drag a column or a formula to the Based On section. |
| 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 color to apply to the cell background when the conditional formatting rule is true |
| Conditional Formatting → Text Color | select | Select the text color to apply to the values when the conditional formatting rule is true |
| Drill Down → Dashboards | 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 the column to join two tables that are not directly joined. See Concepts → Base Table for more details. |
| 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 |
- Conditional formatting based on another measure is available starting 2022.9.0.
- When formatting a measure based on another measure, If the measure column and the conditional formatting base column exist in different objects, make sure that there is a valid query plan between the two objects.
- Conditional formats are preserved when changing a listing table insight to a visualization that support conditional formatting, such as Bar and Listing Table, and vice versa. However, conditional formatting is lost when changing a listing table insight with one or more conditional formats to a visualization that does not support it.
- You cannot reference an Incorta SQL View column as the base column for conditional formatting rules.
- Downloading or sending the insight as PDF respects applied conditional formats based on other measures or the same measure. However, downloading or sending the insight as an Excel file respects applied conditional formats based on the same measure only.
Individual Filter Properties
To filter individual rows for the listing table insight, define an individual filter. 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 for a filter expression with a column as a pill in the Individual Filter tray for a listing 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 criteria |
| Values | multi-select | Select the value(s) to evaluate the insight 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. 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 for a filter expression with a formula as a pill in the Individual Filter tray for a listing 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 criteria |
| Values | multi-select | Select the value(s) to evaluate the insight 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. |
Distinct filter properties
To filter distinct rows for the listing table insight, define a distinct filter. You can 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 listing table insight, define a sort by pill. You can add a column or a formula 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 |
| Formula | text box | Enter the formula in the Formula Builder to create the filter expression. |
Settings Panel
With the Settings panel, you can configure additional properties for the Listing 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. A value lower than the number of table rows returned will restrict the results. A value of 0 will include all rows. |
| General → Inherit Runtime Filters | toggle | Enable to have this insight’s result set filtered by the selected dashboard prompt filters. When disabled, the dashboard prompt filters will have no effect on the result set of this insight. |
| 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 one or more grouping dimension(s) from the insight action menu. |
| 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 Listing 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 Pivot 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 Listing table insight |
| Style & Appearance → Table → General Style → Density | drop down list | Select the desired 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 desired font size of the table. The options are: ● Extra Small ● Small (default) ● Medium ● Large |
| Style & Appearance → Table → General Style → Alternate Row Color | table icon | 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 icon | 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 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 content 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. |
There is an impact to engine performance when you select Yes to enable the Join Measures property.
User Interactions for a Listing Table Insight
As a dashboard consumer, you can interact with a listing table insight on a dashboard tab. Some interactions will affect only the listing table. Other interactions will affect both the listing 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.
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 a listing table insight:
- Select a vertical bar to open the Filter by menu and select a option to drill down into a row and/or column and in doing so, create a dashboard runtime filter
- Select a dashboard tab to navigate to in the Go to menu
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 line 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
- Select More Options (⋮ vertical ellipsis icon) for the listing table insight.
- Select Download as.
- Select the download file format:
- XLSX
- HTML
- Select Download
Send To Data Destination
Export the listing table insight in Excel or Google Sheet format. Send to Data Destination.
Set Alert
You can set an alert that identifies specific changes to a line 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 line 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 line insight. Refer to the Scheduler document for additional information on Data Alerts.
Open Lineage
Starting with 2023.7.0, you can view the data lineage of each insight on the dashboard. The Data Lineage Viewer v2 displays the entities (tables, views, variables, and columns) that the insight references.
- For the line insight, select More Options (⋮ vertical ellipsis icon).
- Select Open Lineage. The Data Lineage Viewer v2 opens displaying the data lineage diagram of the insight.
Steps to create a Listing Table insight
For an existing dashboard, to create a listing table for a given dashboard, 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 Listing Table visualization.
- From the Data panel, drag various columns to various trays in the Insight panel:
- Grouping Dimension
- Measure
- Individual Filter
- Distinct Filter
- Sort By
- Configure the pill properties using the Properties panel or Filter panel.
- Configure various insight properties using the Settings panel.
After introducing the dashboard free-form layout in 2023.4.0:
- The steps to add an insight to a dashboard are as follows:
- In the Action bar, select Edit (pen icon).
- From the Insight panel, drag the visualization that you want to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
- To open an insight in the Analyzer, hover over the insight, and then select Edit (pen icon).
- The steps to edit the insight in the Analyzer are still the same.
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.
This option is only available if you create a listing table insight from within a Schema by selecting Explore Data in the Action bar.
Example of a Listing Table insight
In this example, you will create a Pivot table insight 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 starting 2023.4.0
In the Action bar, select Edit (pen icon).
From the Insight panel, from Tables, drag Listing Table to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
In the Data panel, select Manage Dataset.
In the Manage Data Sets panel, in Tables, select the SALES and date schemas.
Close the Manage Data Sets panel.
From the Data panel, drag the following columns to the Measure tray:
- Sales Date
- First Name
- Last Name
- Product
- Revenue
From the Data panel, drag Sales Date, Last Name, and First Name to the Sort By tray, and sort each ascending.
From the Data panel, drag 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.
