Table Chart

A table chart is a way of presenting data in rows and columns. It is used to group data in 2 groups and display the value corresponding to the intersection of both.

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Creating a Table Chart widget

  • Under any App, go to reports
  • Click + Report
  • Name your report
  • Select the list you want to get the data from.
  • From the Chart Type, select Table Chart
  • Then continue to configure it

Functions

Applying a mathematical function to all values in each group, e.g. get a total of all values, applying a filter later in the configuration will limit the function to work only on the values from records that match the filter.

  • Sum will calculate the total of all values in each group.
  • Average will calculate the mathematical average of all values in each group.
  • Max will retrieve the Maximum value in each group
  • Min will retrieve the Minimum value in each group
  • Count will count the records which have a value in the selected field
    • Count is the only function that accepts all types of fields.

Value

  • This is where you select the field that you want the function to run on.

Grouping

Main Group (Columns)

  • This is the mandatory grouping field, that you can’t create a table without.
  • Select a field to group the data by, each group will be represented by a column.
  • If you group by a date field you can also set the frequency
    • Frequency can be Daily, Weekly, Monthly, or Yearly
    • Each column will represent a time frame determined by the frequency (e.g. if you select weekly, each column will represent a week.)

Secondary Group (Rows)

  • If you select a secondary group, they will add rows to the table
  • Each cell will represent the data that falls under both groups represented by the column and the row.

Switch grouping

  • You can easily switch rows and columns by clicking the switch button right next to them.

Display Limit

  • Limit how many columns are displayed in the chart.
  • The maximum number of columns you can see in the chart at a time is 100.
  • If there are more groups than the limit the rest of the groups will be all gathered under one column called others.
  • To better control which columns are showing you can use a mix of Filters and Sorting.
  • The same applies to rows as well, with the sub-grouping limit.

Sorting

  • You can sort your columns either by
    • Value, which will sort based on comparing the value represented in the columns.
    • Legend, which will sort based on columns’ labels.
    • The same applies to rows.
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