Table chart options

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Building a table chart
Data bar options
Column menu options
Sorting columns
Manually moving and pinning columns
Manually resizing columns
Plot menu options
Series menu options
Formatting menu options


Table charts provide direct views of your data. They can be formatted to illustrate elements of the data that you’d like to highlight. For example, the use of the Cell Visualization option in the table chart below allows it to quickly show the relative values in the Pulse, Pulse Shift, and Pulse Shift Percent columns — all using different visualization options available in Centricity tables. The Cell Text Layout and Row and Header Formatting options have also been used to customize the appearance of headers and individual series.

Building a table chart

You can choose to use a table chart by running a query and clicking the table icon on the Visualization bar. For more information about building a query, see the Exploring data and creating content documentation pages.

Table charts accept dimensions, measures, pivots, subtotals, table calculations, custom fields, and row or column totals. As with other chart types, table charts support up to 5,000 rows and up to 200 pivoted columns.

Once your chart is created, you can edit your table visualization in the visualization menu. This menu can be accessed by clicking the gear in the upper right corner of the Visualization bar.

Some of the options listed below may be grayed out or hidden in situations where they are incompatible with the composition of your table or where they would conflict with other settings you have chosen.

Data bar options

Several options on the Data bar can affect both your visualization and the data table.

Subtotals

The option to add subtotals to your table visualization appears on the Data bar when your data table contains at least two dimensions. Select the Subtotals checkbox and press Run. Subtotals appear only in the table visualization. They do not appear in the data table.

Subtotals are calculated for all dimensions other than the rightmost dimension. To change the dimensions that are subtotaled, reorder the positions of the dimensions in your data table.

There are some things to keep in mind about how subtotals work:

  • Subtotals that count unique items might not add up as you expect if the same item appears in several categories. In those cases, Centricity counts each item once rather than counting every duplicate appearance. Centricity calculates column totals in the same way.

  • Subtotals of table calculations that perform aggregations, such as calculations using percentile or mean, might not add up as you expect. This is because table calculations calculate subtotals using the other subtotal values, not using the values in the data column. For example, if you have two User Count subtotals of 30,500 and 24,312 and you have a table calculation such as mean(${users.count}), the table calculation will return 27,406 for both subtotal rows because it is performing the calculation (30500 + 24312)/2.

  • Subtotals are not available when you filter on a measure.

  • If your data table row limit cuts off your data table partway through a subtotal category, the entire category will be hidden from the table visualization.

  • Sorting occurs within each subtotal category independently.

  • The leftmost subtotal is always sorted. When you sort by multiple columns, subtotal columns are given precedence.

Subtotals can be collapsed or expanded in the table visualization. See the Collapse Subtotal section for more information.

Row Totals

If your chart contains pivots, you can add row totals to your chart by checking the Row Totals checkbox in the Data bar. See the Exploring data and creating content documentation pages for more information.

The arrow to the right of the Row Totals checkbox allows you to toggle the placement of the totals column between the far right default placement and a placement further to the left, after dimensions and dimension table calculations.

Totals

You can add column totals for measures and table calculations by selecting Totals in the Data bar. See the Exploring data and creating content documentation pages for more information.

Column Limit

If your data table contains pivots, you can add a column limit to your chart by entering any number between 1 and 200 in the Column Limit box. Dimensions, dimension table calculations, row total columns, and measure table calculations outside of pivots are not counted toward the column limit. Pivoted groups each count as one column toward the column limit. See the Filtering and limiting data documentation pages for more information.

Row Limit

You can add a row limit to your chart by entering any number between 1 and 5,000 into the Row Limit box on the Data tab. If your query exceeds the row limit you have set, you cannot sort row total or table calculation columns.

Calculations

If you have the appropriate permissions, you can add table calculations to your chart by clicking the Calculations button on the Data tab.

Column menu options

Table charts have a gear menu at the upper right of each column that provides options for freezing, copying, and resizing table columns as you view them.

Freeze

Clicking the Freeze option freezes a table column to the left side of the chart. The frozen column remains visible on the left side during horizontal scrolling. Multiple columns can be frozen.

To unfreeze a column, click the gear menu again and select Unfreeze.

Copy Values

Clicking Copy Values copies the column header and all the values in the column, which can then be pasted into a spreadsheet, text file, or Centricity filter. You can also click on a cell or a range of cells within the visualization and copy the contents using the keyboard shortcuts Command-C (Mac) or Ctrl+C (Windows).

Autosize All Columns

Clicking Autosize All Columns sizes the width of each column to fit its column heading name or its longest data value, whichever is wider.

Reset All Column Widths

Clicking Reset All Column Widths resizes the widths of all columns to their default widths.

Sorting columns

The default sort order is explained in the Exploring data and creating content documentation pages.

You can sort columns in the table visualization by clicking on column headers within the visualization. Each time you click a header, its column switches between ascending and descending sort order. A chevron appears in the column header to indicate that the chart is sorted by that column. The chevron points up to indicate an ascending sort and down to indicate a descending sort.

You can sort by multiple columns by holding down the Shift key and then clicking on the column headers in the order you would like them sorted.

If subtotals are enabled, the leftmost subtotal is always sorted. Sorting occurs within each subtotal category independently.

If you reach a row limit, you will not be able to sort row totals or table calculations.

Manually moving and pinning columns

Clicking and dragging column headers in the table visualization allows you to move any column, including pivot groups and individual pivot columns, to any other location in the visualization. The order of the columns within the Data table will not change.

While you are clicking and dragging a column, if you approach the left edge of the visualization, a pin icon appears.

If you drop the column while the pin icon is present, the column will be pinned to the side of your visualization. The pinned column remains visible on the side during horizontal scrolling. Multiple columns can be pinned.

If you drag a column outside of the bounds of the visualization, an icon of a crossed-out eye appears.

If you drop the column while the eye icon is present, the column will not move from its original position.

When you download a table with columns that have been rearranged, the columns will appear in their original order (the order in which they appear in the data table) even if the With visualization options applied setting is selected.

Manually resizing columns

To manually resize columns, click the right border of the column header and drag it left or right.

Plot menu options

Table Theme

Table Theme provides several table coloring options:

  • Classic: The table appears as it does in the Data section, with blue dimensions, orange measures, and green table calculations.

  • White: The table header is white, the data rows alternate between white and gray, and the text is black.

  • Gray: The table header is gray, the data rows alternate between white and light gray, and the text is dark gray.

  • Transparent: The table header is totally transparent, the data rows alternate between totally transparent and translucent gray, and the text adjusts itself in color. This can be useful when using a customized, embedded dashboard so that the tile background color shows through the visualization. On such a dashboard, the text color adapts to the background color, changing from black to white as needed. On the Explore page or in an embedded Look, the background is always white under the transparent visualization.

  • Unstyled: The entire table is white, the data rows are separated by gray lines, and the text is black.

Show Row Numbers

Show Row Numbers toggles whether to show a row number at the beginning of each table row.

Show Row Numbers is disabled when you use subtotals in your table chart.

Show Totals

Show Totals toggles whether to show column totals at the bottom of each table column.

Show Totals is disabled when Totals are not added to your report.

Show Row Totals

Show Row Totals toggles whether to show row totals at the beginning or end of each table row.

Show Row Totals is disabled when Row Totals are not added to your pivoted report.

Transpose

The Transpose option is available for visualizations that contain only one dimension. When Transpose is selected, the visualization’s rows will switch to columns and the columns will switch to rows.

Limit Displayed Rows

Limit Displayed Rows enables you to show or hide rows in a visualization, based on their position in the results. For example, if your visualization was displaying a 7-day rolling average, you may want to hide the first 6 rows.

Click Limit Displayed Rows to enable or disable this feature. Once enabled, you can specify the following options:

  • Hide or Show: Choose Hide to exclude certain rows from the visualization. Choose Show to display only a limited number of rows in the visualization.

  • First or Last: Choose if the rows to be hidden or shown will be the first or last rows in the result set.

  • Number: Specify the number of rows to be hidden or shown.

In the Data section below your visualization, any excluded rows will be shown in a darker color, and will be marked with a symbol to the left of the row number.

This option is dependent on the row order, so changing the query's sort order or adding a row limit can change the rows that are shown or hidden in the visualization.

Series menu options

The series menu controls how your chart shows each data series.

In a table chart, each column is listed in the series menu for customization.

Truncate Text

When Truncate Text is turned on, the text that appears in column headers and data cells will be truncated and followed by ellipses. When it is turned off, text inside data cells wraps to subsequent lines.

To view the full version of truncated or wrapped text inside a data cell, double click the interior of the cell; press escape or click outside of the cell to return to the truncated or wrapped version.

The default setting for Truncate Text is on.

Show Full Field Name

Show Full Field Name toggles whether to show the view name along with the field name for each column header. When Show Full Field Name is off, generally only the field name shows; however, measures of type count display only the view name instead.

Size Columns to Fit

Size Columns to Fit sizes the widths of all columns so that the table perfectly fits the width of the pane in which you are viewing it. Widths set using the Size Columns to Fit option are saved when you save your visualization as a Look or add it to a dashboard.

Customizations

The Customizations section allows you to customize each column in the visualization.

Label

The Label field lets you create a custom label for the column that will appear in the visualization.

Width

The Width field lets you set the width of the column by entering a number from 1 (narrowest) through 1,000 (widest). Widths set using the Width field are saved when you save your visualization as a Look or add it to a dashboard.

Format

The Format option appears for columns that contain numeric data. Using the drop-down menu, you can choose a predefined format or create a custom format for the values in that column. If you choose Custom from the drop-down, use Excel-style formatting to create your custom format.

Cell Text Layout

The formatting icons allow you to set the font color; background fill color; bold, italic, or underline font styling; and horizontal alignment for text inside the data cells for that column.

Customizing cell text layout is not available when the Cell Visualization option is set to on.

Column headers can be styled using the formatting menu.

Collapse Subtotal

The Collapse Subtotal option appears for columns that have subtotals. Enabling this option will collapse all subtotals for that column. The subtotals will remain collapsed when you save your visualization as a Look or add it to a dashboard.

You can collapse subtotals on individual cells by clicking the arrow on the left side of the cell, but those changes are not saved.

Cell Visualization

The Cell Visualization option appears for columns that contain numeric data. When this option is turned on, horizontal bar visualizations appear in the column cells, representing the value of the data in each cell. The bar length is plotted from zero (in which case no bar appears) to the maximum data value.

A color palette appears when the Cell Visualization option is enabled. The default color palette for the bar visualizations comes from the color collection selected in the Collection menu option. Clicking the palette allows you to select a different palette from the collection or create a custom palette by clicking the Custom tab on the palette picker that appears. The bar colors reflect the data values from the minimum (left side of the palette) to the maximum (right side of the palette).

The Value Labels checkbox also appears when the Cell Visualization option is enabled. This checkbox toggles the appearance of value labels for each data point on a chart. The value labels appear to the right of the bar visualizations for columns with only positive values or only negative values. For columns with both positive and negative values, value labels appear to the right of the bar visualizations for negative values and to the left of the bar visualizations for positive values. Value Labels defaults to on.

If a column is pivoted by another series, bar visualizations are plotted for that column in each pivot group; and the minimum and maximum values are shared across the pivoted columns. If a series is used to pivot columns, bar visualizations are not available for that series, even if it contains numeric data.

The Cell Visualization option defaults to on for the first measure in the table visualization. For other columns with numeric data, it defaults to off.

Formatting menu options

Color collection

Choosing a color collection from the Collection drop-down menu determines the palettes available for conditional formatting rules or cell visualizations.

A color collection allows you to create themed visualizations and dashboards that look good together. Once you select the color collection, the palettes for any cell visualizations and the Palette section for each conditional formatting rule will update with a palette from that collection.

Row and header formatting

Rows allows you to set the font size for cell text between 1 and 99 points.

Header allows you to set the font size, text color, background fill color, and horizontal alignment for column headers. Header font size can range between 1 and 99 points.

Enable conditional formatting

You can apply conditional formatting to columns in a table visualization when subtotals are not present and the Cell Visualization feature is set to off for those columns. Turn on Enable Conditional Formatting to define rules that color code your table, either on a scale or by specifying values that are of interest.

The image below shows a sample visualization where all values are colored on a scale, changing from light blue to dark blue as the Pulse values scale from low to medium to high:

This second example shows a visualization where all Pulse values over 1.5 billion are highlighted and made bold:

Defining formatting rules

You specify how to color code your visualization in the Rules section.

When you first enable conditional formatting, there will be one rule, set to the default of color coding on a scale.

  • To add an additional rule, click Add Rule.

  • To delete a rule, click on the trash can icon in the top right corner of that rule section.

You can choose whether to apply a rule to all numeric fields in the visualization, or to apply the rule just to one or more fields using the Apply to box.

  • If you choose All numeric fields, the conditional formatting rule will be applied to every value in all of the numeric fields in the visualization. If you are color coding values on a scale, the scale will include all numeric values, even if the values in different columns are unrelated.

    If you create multiple rules using All numeric fields, the rules higher on the list have precedence over rules lower on the list. To change the precedence of a rule, click on the three horizontal bars at the top left of that rule and drag the rule higher or lower in the list.

  • If you choose Select fields, Centricity displays a box that lets you select the fields where you want to apply the rule. If you enter text in the box, Centricity lists only the fields that include that text.

    Select the field or fields where you want to apply the rule, and the conditional formatting will be applied only to the values in those fields.

    If you create multiple rules on the same field, only the rule highest on the list applies to the visualization and the other rules are inactive. To move a rule higher or lower on the list, click on the three horizontal bars at the top left of that rule and drag the rule higher or lower in the list.

In the Format box, choose whether to color code values along a scale or based on a logical condition.

If you choose to format based on a logical condition, when you enter a value in the Format box, do not use thousands separators.

Color coding on a scale

If you are color coding values on a scale, click the color palette to choose your colors.

You can choose one of several existing palettes, or you can create a custom palette. To create a custom palette, click on the Custom tab of the palette picker. There you have several options:

  • Add or remove colors from the scale by clicking the + or - buttons. You can have a maximum of 5 and a minimum of 2 colors on your scale.

  • Edit all the colors of the scale by clicking Edit All and entering RGB hex strings, such as #2ca6cd, or CSS color names, such as mediumblue.

  • Use the color wheel to choose a custom color for the highlighted part of your color scale.

In addition, if you are color coding values on a scale, you can use the following options to modify the color coding:

  • Select Reverse colors to apply the colors at the left end of the palette to values in the higher end of the data range and colors at the right end of the palette to values in the lower end of the data range.

  • Select Use X color steps to limit the number of colors used to the specified step value. When this option is not enabled, the data is colored on a gradient covering the entire palette spectrum. When this option is enabled, the data is then grouped and colored according to the number of color steps. For example, if you specify 5 color steps, the data is grouped into 5 equal buckets and the 5 colors applied, one color to each bucket of data. Valid color step numbers are from 2 to 100, inclusive.

  • Select Mirror range around center value to make equal color shifts on either side of the color palette. For example, on a scale from -100 to 0 to 100, values of -20 and a 20 will be the same color distance (10%) from the center color definition — 40% and 60% of the palette gradient respectively.

  • Use the Range fields to specify the values that determine the palette gradient start (0%), center (50%), and end (100%) colors. For the start and end colors, you can specify the minimum and maximum values in your data, specific numeric values, or percentile values. For the center value, you can specify the midpoint of the minimum and maximum data values, the data average, the data median, a specific numeric value, or a percentile value. For example, specifying start and end percentile values of 1% and 99% respectively, with a center value of 75%, causes the bottom half of the color gradient to apply to the lower 75% of your data values, and the upper half of the color gradient to apply to the top 25% of your data values.

Color coding based on a logical condition

If you are color coding values based on a logical condition (in other words, using one of the Format options beginning with If value is), choose the Background ColorFont Color, and Font Style for values that meet the condition. By default, the background color is set to the first color of the categorical palette you have chosen for your conditional formatting rule.

Include Totals

If conditional formatting is enabled, Include Totals toggles whether totals are included in the color coding scheme.

Include Null Values as Zero

If conditional formatting is enabled, Include Null Values as Zero toggles whether null values should be represented as a zero.