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.

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:

  • Freeze Column: This allows you to freeze single or multiple columns according to your requirement.

  • Total: This allows you to enable column total for all the measure columns in the report. You can enable the Show Total Row toggle and then click on Apply.

  • 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: This allows you to make patterns and trends in the Report more prominent. It involves formatting certain values in the column or the entire row based on some conditions/rules.

  • 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, etc.

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

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