Table Visualization in Stories

• Create a table
• Add columns
  • Rearrange columns
  •  Change column widths
  • Formatting columns
• Add Row and group aggregations

  • Available Aggregations by Column Data Types

  • Formatting groupings
  • Add a grand total to your table
  • Add a subtotal to your table
• Pivoting Data
• Manage tabs
  • Rename the tab
  • Rearranging columns
  • Expand or Collapse Groupings in a Table
• Formatting the table
  • Format Values
  • Format Groupings
  • Format Columns
  • Format Headers
• Filtering the table
• Sorting the table
  • Single column sort
  • Multiple column sort
• Hide or Show Columns for Story Viewers
  • Set default columns
  • How does the Column Side Panel work with hierarchies?
  • How does the Column Side Panel work when filtering data?
  • How does the Column Side Panel work when filtering data?
• Copying values from a table
• Exporting from tables

Create a table

Note: As with any visualization, you have the option to add a title and description to your table as well as show or hide the “View Source data” link.

Add columns

To begin building your table, you will need to add columns. There are several ways to add columns to create your table:

Click Add all to add all available columns from your selected data source.

 Click Reset to remove all selected columns from your table.

Click the dropdown to type and select multiple columns.

Rearrange columns

You can rearrange the order of your table’s columns by either clicking and dragging the column name within the Columns side panel or the column within the Table Preview window.

 Change column widths

Table columns will automatically have a default width. The default width applies to new tables and tables where you haven’t adjusted any column widths at all. 

To adjust the width of your table’s columns, you can easily click and drag the separator between columns in the Table Preview.  The columns will fill the space with the minimum or maximum width selected, and the horizontal scroll below the table will adjust to match the full width of all columns.

Tip: You can also adjust the column widths once you’ve added the table to your Story!

This will trigger the table to start rolling up columns as you begin grouping.

Select the columns you want to aggregate by dragging and dropping them under "Values"

Based on your column data type, you can choose the aggregation type by clicking on the column in the "Values" section and selecting: None, Count, Sum, Max, Min, Average, or Percent

Available Aggregations by Column Data Types

Aggregation Definitions

Add a grand total to your table

You can add a grand total row to your table if it’s ungrouped (i.e., flat) or grouped.

Pivoting Data

With pivot mode enabled, you can transpose columns into rows and pivot data in a table to uncover hidden patterns and surface insights faster.

Pivot is available for those who can build a table visualization, and is available for additional exploration of data on published reports by end users.

Creating a pivot table

When building a table visualization, you will now see a toggle for pivot mode in the upper-right corner of the table visualization. Once pivot mode has been enabled, you can begin restructuring the data.

In the example above, if we wanted to restructure our data for a more legible year-over-year analysis of funds, we can achieve that by:

1. Dragging the Fiscal Year column down to our Column Labels section to create our Fiscal Year columns
2. Drag the Funds columns to the Row Group section
3. Drag whichever column we want to aggregate on, in this case “Actuals,” to the Values section.

Once the pivot table is included in your report and the report is published, end users can pivot the data as well.

This is done by:

• Opening the column manager on the right side of the table
• Toggling “Pivot Mode” on

Note: There is a hard limit of 1000 columns when creating pivot tables. If you run up against this limit, you will need to either adjust what you are grouping and pivoting on or filter down the data.

Manage tabs

You can add multiple views or configurations of the table via Tabs.

Note: You can add up to 10 different tabs to a table.

Each table tab is easily manageable through the kebob menu.

Duplicate or Remove

To quickly copy and tweak views of your table, use the Duplicate option.

You can delete a tab by clicking Remove within the kebob menu.

Rename the tab

You can rename a tab by clicking on the pencil icon and typing.

Note: There is a 70-character limit for each tab name.

Rearranging columns

You can rearrange the order of your table’s columns by either clicking and dragging the column name within the Columns side panel or the column within the Table Preview window.

Expand or Collapse Groupings in a Table

When configuring or viewing a grouped table, you can expand each level of grouping by clicking the Expand icon in the upper right corner of the table.

When you are configuring a grouped table, you can set the level of expansion that a table has by default by simply expand or collapsing within the table visualization authoring experience and inserting it into your Story and publishing those changes.

Once the expansion is set by default, users viewing the published Story can still expand or collapse rows of data as needed.

Formatting the Table

Formatting Values

To add row striping to your table, navigate to the presentation settings and select Values.

Users can set up row striping for a table visualization by selecting text or fill color for rows.

Selecting the row value style will style alternating rows starting with the first row in the table. 

Selecting the alternating row value style will style the alternating rows starting with the second row in the table.

Formatting Groupings

When groupings are created, columns in a given grouping are displayed in their own column by default. Users can change this formatting to have columns within a grouping display in an indented fashion by navigating to the presentation options, then Groupings, and toggling on “Indented Layout”.

Note: All tables, by default, will have Indented Layout toggled on.

Formatting Columns

Users have the ability to format columns by navigating to the Presentation tab, then Columns, then choosing the column to be formatted.

Depending on the data type of a column, users will be presented with a number of different ways to format that column:

Text Columns

• Change the display name of the column
• Align the column left, center, right (can be applied to values, headers, or totals)
• Conditional formatting the column using IS, IS NOT, STARTS WITH, CONTAINS, DOES NOT CONTAIN

Notes:

• Text columns formatted as URLs are not currently supported.
• Conditional formatting is not case-sensitive. 

Number Columns

• Change the display name of the column
• Change the display format to Standard (16 or -16), Percentage (16% or -16%), Currency ($16.00 or $-16.00) , Financial (16.00 or (16.00)).
• Change the decimal precision of the values in the selected columns
• Hide the thousands separator within the values in the selected column
• Align the column left, center, right (can be applied to values, headers, or totals)
• Conditional formatting the column using IS EQUAL TO, IS NOT EQUAL TO, IS LESS THAN, IS GREATER THAN, IS LESS THAN OR EQUAL TO, IS GREATER THAN OR EQUAL TO, IS BETWEEN, IS BETWEEN AND INCLUDES

Date Columns

• Change the display name of the column
• Change the display format of the date (same formatting options available when formatting a dataset)
• Align the column left, center, right (can be applied to values, headers, or totals)
• Conditional formatting the column by selecting a date range (i.e., 01/01/2023 - 01/01/2024)

Boolean Columns

• Change the display name of the column
• Align the column left, center, right (can be applied to values, headers, or totals)
• Conditional formatting the column for IS TRUE or IS FALSE (Note: “No value” is not currently supported).

Other important notes

• Location Columns are not supported to be formatted.
• If there are multiple tabs configured then formatting applies to all tabs when the column is present.
• Using the “Reset to default” will reset any formatting applied on the column, this includes conditional formatting as well.

Conditional formatting for Columns

Users may format a given column with a different background color, text color, bold or italic styling based on a condition.

Users may apply multiple rules per a selected column. If multiple tabs are configured, then the conditions apply everywhere the column is present.

Using the “Reset to default” will reset any formatting applied on the column, this includes conditional and column formatting as well.

Note: Row conditional formatting is not currently supported.

Formatting Headers

Users can modify the background color, column alignment, and text styling (i.e., bold, italic) of a table’s column header by navigating to the Presentation tab and then Headers.

If there are multiple tabs configured, then this formatting applies to all tabs when the column is present.

Using the “Reset to default” will reset any formatting applied on the tables column headers.

The "Header alignment" option applies to the column headers in your table.

The "Pivot column labels alignment" option applies to the column header for your pivoted column (e.g., what column has been added to the Column label in the right hand side panel.

Filtering the table

As with any other visualization, you can add filters within the Quick Filter Bar (QFB) to filter the table.

If you add groupings to your table and apply a filter, the filters will apply to all groupings configured.

If you add a table to a Story that contains a Global Filter Bar (GFB), it will filter the table if it is powered by the same data source.

Sorting the table

Single column sort

You can sort any type of column including a grouped column, except for geolocation, by ascending or descending order.

If you do not apply a sort on a column it will automatically be sorted in an ascending order. 

Multiple column sort

You can set a sort order precedence by sorting on more than one column on your table.

Once you set your first column sort, you can easily set additional sorts by hitting “Ctrl” on your key (or “Cmd” on Macs) and clicking the column headers.

The sort order is numbered on each sorted column header.

Note: You can configure the default sort order within the Table Preview when creating your table. Viewers of your Story will be able to sort (single and multiple) columns on the table as they wish to, however, the default sort will remain if they refresh the page.

Custom Sorting

You can set a custom sort order on columns within the table. Click on the three dots next to the column name in the table preview and select “Custom sort”.

The Custom Sort modal will appear where you can:

• Drag and drop column values into the sort order you need
• Reset that order at any time

The double arrows next to the column name reflects that the column has a custom sort.

Important Notes:

If a column contains more than 25 unique values, you will not be able to apply a custom sort to that column

Custom sorting is only available when building or configuring a table, it is not available for end users on a published Story.

Hide or Show Columns for Story Viewers

Using the column side panel, Story viewers can select or hide columns in the table.

This is a particularly useful feature for those who create Stories because it saves them time by not having to build separate versions of a Story for different audiences, which also reduces clutter in the platform.​

The columns present in the Column side panel are determined by which columns are selected when creating the table visualization.

Set default columns

While in a Story draft or when configuring the table visualization, you can set default columns to include or exclude. This allows you to determine which columns are automatically selected or deselected when a viewer lands on the story page.

Note: Column selection is ephemeral, meaning once someone refreshes the published Story, it will default back to the original published story state​

How does the Column Side Panel work with tabs?

• The column side panel can be configured per tab.

How does the Column Side Panel work when filtering data?

• Currently, the table should be filtered before choosing which columns to show or hide.
• If you filter after you've selected columns, it will be overridden.

How does the Column Side Panel work when exporting data?

• All columns shown in the Column Side Panel are included. These are respected whether you choose "All data" or "Filtered data".

Copying values from a table

To copy a row:

• Select the row you want to copy, which will highlight the row, then copy with the keyboard shortcut: 
  • PC: Ctrl+C
  • Mac: CMD+C

To copy a single cell value:

• Select the cell you want to copy, this will highlight the row for that cell.
• Select the cell again while holding down either Ctrl on PC or CMD on Mac, this will outline the cell.
• You can then copy the cell using the appropriate keyboard shortcut and you'll notice the cell is highlighted when it is copied.

To copy multiple values:

• Select cells while holding down either Ctrl on PC or CMD on Mac, which will outline the selected cells.
• You can then copy the cells using the appropriate keyboard shortcut and you'll notice the cells are highlighted when they are copied.

Exporting from tables

When users select “All data”, the export will include:

• All columns are included in the Column Side Panel.

When users select “Filtered data”, the export will include:

• All columns that are shown in the Column Side Panel

• Data filtered down by any Quick Filter Bar filters or Global Filter Bar filters.