Table Visualization in Stories

• Create a table
• Add columns
  • Rearrange columns
  •  Change column widths
  • Formatting columns
•  Add hierarchies
  • Setting up a hierarchy

  • Available Aggregations by Column Data Types

  • Formatting groupings
  • Add a grand total to your table
  • Add a subtotal to your table
  • Manage hierarchies
    • Rename the hierarchy
    • Rearrange the hierarchy columns
    • Show or hide columns within a hierarchy
    • 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!

 Add hierarchies

The table visualization allows you to configure a hierarchy that is comprised of groupings and aggregations for each set.

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

Tip: Leave the Hierarchies tab unconfigured if you want those viewing the table to see the raw view.

Setting up a hierarchy

Once you've selected Columns in the Data Selection section, you may click Set up first hierarchy under the Hierarchies menu to begin.

This will trigger a new tab on your table for your hierarchy. The default state is a flat view of your data named “Ungrouped”.

If would like to create a hierarchy group then select the columns you want to group by selecting the checkbox underneath Groupings.

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

Note:

Select the aggregations you want

Based on your column data type, you can choose from the following: None, Count, Sum, Max, Min, Average, or Percent.

Available Aggregations by Column Data Types

Aggregation Definitions

You must select at least one column to group before you can select an aggregation.

Note: When a number column is formatted as a percent and the column was created in a view using division, the percent option is available within the aggregations dropdown. This option will sum the numerator and denominator in the calculation to get the correct aggregation for percent.

If you want to add additional hierarchies, click Set up another hierarchy at the bottom of the Hierarchy side panel.

Add a grand total to your table

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

Note: Grand total rows are currently unavailable for tables that do not have hierarchies configured.

Manage hierarchies

Each hierarchy is easily manageable through the kebob menu.

Duplicate, Reset, or Remove

To quickly copy and tweak hierarchies on your table, use the Duplicate option.

Click Reset within the kebob to start your hierarchy configuration over.

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

Rename the hierarchy

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

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

Rearrange the hierarchy columns

You can rearrange the order of your hierarchies grouped columns by either clicking and dragging the column name within the Hierarchies side panel or the column within the Table Preview window.

Show or hide columns within a hierarchy

Within each hierarchy, you have the ability to show or hide columns.

To show a column, click the eye icon next to the column within the Hierarchy side panel.

To hide a column click the eye icon until you see it becomes crossed out. When a column is hidden, it will be excluded from view within a given hierarchy.

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

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 hierarchies to your table and apply a filter, the filters will apply to all hierarchies 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.

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 hierarchies?

• For tables with one or more hierarchies

  • “Grouped by” columns are not included in the column side panel

• For a table with multiple hierarchies

  • The column side panel can be configured per hierarchy.

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.