Table

How To Create a Tabular Report:

• Firstly you need to choose the Input table and give a name to the Report.

• On the Visualizations Pane, select Table Visualization.

• There are two sections Build & Format. Build lets you configure what data you want to see, whereas using Format you can style your table as per your requirement.

• In the Table Settings in the Build-section has two parts Summarise and Group By.

• In Summarise you can select one or more columns on which you want to apply aggregation like Count, Sum, Average, etc. For eg: Count of Leads, Sum of sales, etc. By default Sum aggregation will be applied on Numeric columns and Count aggregation on text columns.

• Now you can select one or more columns in Group By section to show the aggregated data. For eg: Name, City, State, etc. dimension columns.

• After this, click on Run Button and your tabular report will be ready.

Rows Limit and Sort Option:

You can limit the Output rows by going to the Row Limit section in the Build panel then selecting the number of rows you want to showcase in the Tabular Report and clicking on the Run Button.

There is also an Option to Sort the report based on certain columns. Go to the Sort option at the bottom in the Build panel then choose one or more columns along with the order Ascending or Descending and then click on the Run button.

Changing Aggregation Type in Summarise section:

You can change the aggregation type of the selected columns in the Summarise section.

It can be done by clicking the dropdown button alongside the selected columns and then choose among different aggregation types like Sum, Count, Avg, Min, & Max, etc, and then click on the Run button to reflect the changes.

For eg: You created a report, Region-wise Total Sales report using the Region column and Sum(Sales) column but now you want to see Region-wise Average Sales then you can simply change the aggregation type for the Sales column to Avg(Sales) and click the Run button to update the report.

Add/Edit Labels for columns:

You can edit or add column labels in the Tabular Reports. It may generally come in handy for Aggregated Columns.

For Eg: In the case of an aggregated column named "Sum of Sales" you can edit its label to "Revenue" which is more meaningful to the end users in the Report.

Below are the steps to Add/Edit Labels :

• Click on the drop button alongside the selected columns.

• Then select the Edit Label option (for columns in Group by section) or Add Label option for aggregated columns in Summarise section.

• A new Edit Label or Add Label window will open up there you can specify the labels according to your requirement.

• After specifying the labels click on the Save button (Edit Label) or Add button (Add Label).

• Then Click on the Run button to reflect the changes in the report.

Add/Edit Descriptions for columns:

You can edit or add description in the Tabular Reports. It may generally come in handy to give info about any column.

For eg. In case you have amount column. You can add description as "Total Revenue generated by the company for East region". Which gives context regarding the particular column.

TO add/edit description:

• You can go to summarize or group by field.

• Click on the drop button .

• Click on Add Label & description.

Formatting Tabular Reports:

The Format panel is used to perform various kinds of formatting on the tabular report to make it more efficient.

It consists of the below-mentioned Formatting techniques:

Layout

• Standard (Default)

  • Columns use minimum width and do not auto-resize.

  • Manual resizing required.

  • Position (Left, Center, Right) available only in this mode.

• Fit to Entire Width

  • Columns expand/shrink to fill available width.

  • Won’t shrink below minimum width.

  • Applies to summarized columns.

Column Width

Controls the minimum width of table columns.

• Auto (Default)

  • Each column's width is automatically set based on the maximum character length in that column.

• Manual

  • Users can specify a fixed minimum width in pixels.

  • This value applies uniformly to all columns in the table.

Freeze Column

This allows you to freeze single or multiple columns according to your requirements. The frozen columns will be separated by other columns by a separator line.

You can customize the separator line's color and width as well. The frozen columns won't get scrolled which will help you keep the context while looking through the table data.

Total & Sub-totals

This allows you to enable column total for your table. You can enable the Show Grand total toggle and then click on Apply.

• Grand Total Formatting & Positioning

  • Row Grand Total: Can be positioned at the top or bottom of the row section.

  • Total and Subtotal Formatting: Independently adjust font style, size, color, and background color for total and subtotal rows and columns.

• Subtotal Control

  • Toggle subtotals on or off for individual rows.

  • At least one checkbox must be selected to ensure subtotal visibility.

• Show total for Values

  • Choose which values should include totals using individual checkboxes.

  • Exclude Values: Opt out of displaying totals for specific value columns.

Table Calculations

This allows you to add over-the-top table calculations on measure columns in the report. It includes calculations like Running Column Total, % Column Total, Rank of Column, etc.

Conditional formatting

• Conditional formatting allows you to visually highlight data in your table by applying specific formatting based on values or conditions.

• This helps in quickly identifying trends, outliers, or important information.

• Sprinkle offers two primary methods for conditional formatting: Gradient Scales and Rules.

Gradient Scales

Gradient Scales

With Gradient Scales, you can color-code cells based on a continuous range of values. The color intensity varies proportionally to the data value.

Steps:

1. Select the Column: In the conditional formatting section, choose the column you want to format.

2. Choose Gradient Scale: In the conditional formatting modal, select the "Gradient Scale" option.

3. Define Color Scale:

   • Predefined Scales: Select from a variety of built-in color scales.

   • Custom Scale: Create your own color scale by defining the start and end colors. Optionally, you can add a middle color for more granular control.

4. Format Empty Cells: If desired, check the "Format empty cells as zero" option to apply the same formatting to empty cells as if they contained zero.

5. Apply: Click "Apply" to save your changes.

Rules

Rules

Rules provide more granular control over formatting by applying specific styles based on defined conditions.

Steps:

1. Select the Column: In the conditional formatting section, choose the column you want to format.

2. Choose Rules: In the conditional formatting modal, select the "Rules" option.

3. Define Rule:

   • Operator: Select an operator (e.g., greater than, less than, between) to define the condition.

   • Threshold Value: Specify the value or range of values that trigger the formatting.

4. Choose Formatting: Select predefined formatting options or customize the background color, border color, and text color.

5. Apply: Click "Apply" to save your changes.

Here additionally you can also choose to highlight the entire row if the cell satisfies the condition.

Gridlines

Here you can configure the appearance of the lines separating the cells. You can customize the vertical & horizontal gridlines separately.

For each,

• You can choose to show or hide them using the toggle their toggle switch.

• You can also configure the line width and the color of the line.

Column Headers:

This allows you to format Column headers in the Report as per your requirement. It involves changing the Column header's font size, font color, font style, alignment and background color, etc.

Field Formatting:

• This allows you to format field values in any Column as per your requirement.

• It involves changing the field value's font size, font color, font style, alignment and background color, Decimal Places, Prefix, and Suffix, etc.

Global Formatting

Global Formatting

This applies to all cells in a table or pivot table at once unless overridden by specific column formatting.

To access global formatting:

1. Navigate to the field formatting section.

2. Click on the "Global Settings" tab.

3. Adjust the desired settings:

   • Font: Size, style, and color.

   • Text Alignment: For dimensions.

   • Number Alignment: For measures and numeric aggregates.

   • Display Units: For measures and numeric aggregates.

   • Decimal Places: For measures and numeric aggregates.

   • Separator Style: For measures and numeric aggregates.

   • Text Wrap: For both dimensions and measures.

4. Click "Reset" to restore default settings.

Specific column formatting

Specific Column Formatting

You can override global settings for individual columns to achieve specific formatting.

To apply unique formatting to a specific column:

1. Navigate to the field formatting section.

2. Click on the "Specific Columns" tab.

3. Click the "+ Select column" button to add a column.

4. Choose the desired column from the pop-up list.

5. Adjust the desired settings for the selected column. These settings will override the global settings.

6. By default, the fields will be disabled. You can simply click on the fields to make them editable and override the global setting for that specific field.

7. To remove specific formatting for a column, you can either reset the changes or hover over the column and click the delete icon.

Transpose:

This allows you to transpose the Report. You can enable the Transpose toggle and then click Apply button and then the Report will be transposed.