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:

Note

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.

Note

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.

Note

A listing table with one or more grouping dimensions does not support the definition of the Sort By.

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.

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

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

PropertyControlDescription
Column fully qualified namelabelThe 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
Formulatext boxSelect 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 Labeltext boxEnter the label for the grouping dimension
Data → Date Partdrop down listWhen 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 → URLtext boxEnter 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 SubtotaltoggleEnable this option to display the subtotal of the numeric chosen measure if any.
Data → Show Empty GroupstoggleEnable this option to display table rows for which the grouping dimension contains a null value
Data → HierarchytoggleThis 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 → Leveltext boxEnable 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 Bydrag and dropDrag and drop the column or formula to sort the grouping dimension by
Format → Date FormatselectSelect 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 Masktext boxEnter a customized date format or select a predefined one to appear in this text box
Format → Quarter/Month Formatdrop down listSelect 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 → DashboardslinkSelect + 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 FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter 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.

PropertyControlDescription
Column fully qualified namelabelThe 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.
Formulatext boxSelect 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 Labeltext boxEnter the label for the measure pill
Data → Date Partdrop down listWhen 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 → URLtext boxEnter 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 Formatdrop down listSelect the format of the measure: No Format Decimal Rounded Dollar Dollar Rounded Euro Euro Rounded Yen Yen Rounded Percent Percent Rounded
Format → Decimal Placestext boxEnter the number of decimal places to display for the measure value.
Format → Thousands SeparatortoggleThis property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to show the percentage value for the measure of the line
Format → Prefixtext boxEnter value to add a prefix and create a custom format. The value of the prefix field cannot contain single quotes.
Format → Suffixtext boxEnter value to add a suffix and create a custom format. The value of the suffix field cannot contain single quotes.
Format → Conditional FormattinglinkSelect + Add Conditional Format to change the color of a data based on its value
Conditional Formatting → Operatordrop down listSelect the operator to use in the conditional formatting rule
Conditional Formatting → Valuetext boxEnter the threshold value of the conditional formatting rule
Conditional Formatting → BackgroundselectSelect the background color to apply when the conditional formatting rule is true
Conditional Formatting → Text ColorselectSelect the text color to apply when the conditional formatting rule is true
Drill Down → DashboardslinkSelect + 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 FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Fielddrag and dropDrag and drop the column to join two tables that are not directly joined. See Concepts → Base Table for more details.
Advanced → Query PlanbuttonSelect 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

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:

PropertyControlDescription
Column fully qualified namelabelThe 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 Labeltext boxEnter the label for the individual filter pill
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect 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 FiltertoggleEnable 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:

PropertyControlDescription
Formula labellabelThe formula pill label
Data → Column labeltext boxEnter the label for the individual filter formula pill
Formula → DynamictoggleEnable this property to select a filter expression session variable as a value
Formulatext boxDisable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect 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 FiltertoggleEnable 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.

PropertyControlDescription
Column fully qualified namelabelThe 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 labellabelEnter 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.

PropertyControlDescription
Column fully qualified namelabelThe 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 labellabelEnter the label for the distinct filter pill
Formulatext boxEnter 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.

PropertyControlDescription
General → Page Sizetext boxEnter the number of rows per page
General → Max Rows Limittext boxEnter 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 → Auto RefreshtoggleEnable this property to automatically update the insight when the underlying data is updated
General → Dynamic Group-bytoggleEnable this property to allow the dashboard users to select one or more grouping dimension(s) from the insight action menu.
General → Only Show SelectedtoggleEnable Dynamic Group-by to configure this property. Enable this property to prevent empty columns from being displayed for non-grouping dimensions.
General → SubtotaltoggleEnable this property to include a subtotal at the end of each group
General → TotaltoggleEnable this property to include a total for the entire Listing table
General → Data SamplingtoggleEnabled 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 boxEnter the number of columns to keep visible when you scroll to the right
Layout → Table Widthdrop down listSelect 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 → HeaderstoggleEnable this property to display column names
Layout → TransposetoggleEnable this property to convert the table columns to rows and the table rows to columns
Layout → Show CounttoggleEnable this property to display the rows count at the bottom of the Listing table insight
Style & Appearance → Table → General Style → Densitydrop down listSelect the desired density of the table. The options are:
    •   More Compacted
    •   Compacted
    •   Default
    •   Relaxed
    •   More Relaxed
Style & Appearance → Table → General Style → Font Sizedrop down listSelect the desired font size of the table. The options are:
    •   Extra Small
    •   Small (default)
    •   Medium
    •   Large
Style & Appearance → Table → General Style → Alternate Row Colortable iconSelect 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 → Gridlinesgridline iconSelect 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 → Gridlinesbucket iconSelect 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 DefaultlinkSelect Reset to Default to reset the table to its default view
Style & Appearance → Headers → Columns → Fieldsdrop down listSelect the desired column(s) under each tray to format their headers
Style & Appearance → Headers → Columns/Rows → Textletter and bucket iconsSelect 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 → Textalignment iconsSelect the text alignment of the headers:
    •   Left align
    •   Center align
    •   Right align
    •   Top
    •   Middle
    •   Bottom
Style & Appearance → Headers → Reset to DefaultlinkSelect Reset to Default to reset the table headers to the default view
Style & Appearance → Values → Content → Fieldsdrop down listSelect the desired column(s) under each tray to format their content
Style & Appearance → Values → Content → Textletter iconsSelect 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 → Textalignment iconsSelect the text alignment of the content:
    •  Left align
    •  Center align
    •  Right align
    •  Top
    •  Middle
    •  Bottom
Style & Appearance → Values → Reset to DefaultlinkSelect Reset to Default to reset the table content values to the default view
Advanced → Max Groupstext boxSet the maximum number of groups that cannot be exceeded in the insight
Advanced → Missing Value Texttext boxEnter the string to display when a column is missing data
Advanced → Join Measuresdrop down listSelect 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.

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.

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 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
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 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
    • PDF
  • 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.

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 and drop 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.
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.

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

  • In the Action bar, select +.

  • 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.

  • 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.