Table Visualization in Stories

You can now add and configure table visualizations in your Stories!

• Create a table

  • Existing table embeds

• Add columns
  • Rearrange columns
  • Change column widths
• Add hierarchies
  • Setting up a hierarchy
  • Manage hierarchies
    
    • Rename the hierarchy
    • Rearrange the hierarchy columns
    • Show or hide columns within a hierarchy
• Filtering the table
• Sorting the table
  • Single column sort
  • Multiple column sort

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.

Existing table embeds

For those who have existing table embeds in their Stories, when you click "Edit", you will be taken to an empty, in-situ visualization canvas where you can select Table and begin building the table with the new experience.

Any filters that were previously applied will be carried over and it will be automatically connected to the same underlying view that built the table embed. 

We are working on improving this transition experience, please keep an eye on release notes for updates!

 

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 Select all to add all available columns from your selected data source.

 

 

Click Reset to remove all selected columns from your table.

Click the dropdown and scroll to select a column.

Click the dropdown and manually type to select a column.

 

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. The columns will fill the space, with a minimum and maximum width, until they reach a minimum width and then scroll.

To adjust the width of your table’s column, you can easily click and drag the column in the Table Preview.

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

Note: We limit the number of rows to 500 per page when a table is inserted into a Story. You can view additional rows via pagination!

Add hierarchies

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

Setting up a hierarchy

Note: You can add up to five different hierarchies to a table, each hierarchy can have up to five groupings.

1. Click “Set up first hierarchy” 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”.

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

2. 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.

3. 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

	None	Count	Sum	Max	Min	Average	Median	Percent
Number	✔	✔	✔	✔	✔	✔	Ⓧ	✔
Text	✔	✔	Ⓧ	✔	✔	Ⓧ	Ⓧ	Ⓧ
Date/Time	✔	✔	Ⓧ	✔	✔	Ⓧ	Ⓧ	Ⓧ
Checkbox (Boolean)	✔	✔	Ⓧ	✔	✔	Ⓧ	Ⓧ	Ⓧ
Geolocation	✔	✔	Ⓧ	Ⓧ	Ⓧ	Ⓧ	Ⓧ	Ⓧ

Aggregation Definitions

	Number	Text	Date/Time	Checkbox (Boolean)	Geolocation
None	Unaggregated rows
Count	Count of rows
Sum	Adds together all the values	Ⓧ
Max	Renders the highest to lowest values	Renders characters in ASCII value order	Renders most recent date to oldest date	Renders False to True	Ⓧ
Min	Renders the lowest to highest values	Renders characters in reverse ASCII value order	Renders oldest to most recent date	Renders True to False	Ⓧ
Average	Renders the average by adding the values then dividing by the count of rows	Ⓧ
Percent	When a number column is formatted as a percent and the column was created in a view using division, this option will sum the numerator and denominator in the calculation to get the correct aggregation for percent	Ⓧ

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 and at least one aggregation set, you can add a grand total row to it.

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 become crossed out. When a column is hidden, it will be excluded from view within a given hierarchy.

 

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, except for geolocation, by ascending or descending 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 by hitting “Ctrl” on your key (or “Cmd” on Macs) and click 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.