Personalize table layout
Table layout mode allows you to edit the layout of the table to analyze your data in different ways, enabling you to easily extract insights from your data. Changes to table layout are personal to you - other users will not see your changes.
Get into layout mode
- Hover over or click the table to reveal the contextual menu.
- Toggle the switch next to the Customize label.
Note: If the contextual menu does not appear, the selected table is not editable
Personalize table layout
Any changes made in layout mode are saved in real-time. If you navigate to another page and return, the changes are persisted.
Add data
- Drag data chips from the data panel to the rows or columns panel.
- Alternatively, click the + icon on a data chip to add it directly to column headers. You can move it to the rows panel afterward if needed.
Remove data
- Drag data from the rows or columns panel back to the data panel, or...
- Click the – icon next to the data chip.
Move data
Use drag-and-drop to re-organize the data within your table. You can:
- Swap data between rows and columns
- Reorder data chips within each section
This flexibility helps you view your data from different perspectives.
Group row and column headers
Grouping organizes data into collapsible sections within your table, improving clarity and hierarchy.
To group data:
- Drag data chips into the Groups subsection.
- Ensure the Headers section contains at least one data chip before grouping; otherwise, the system will display an error.
If grouping fails, try different combinations of data placement. Use the Reset layout button at any time to revert the table to the structure it had before layout changes were made.
Note: When you click the – icon to remove data from the Groups section, the system moves it back to Headers. To remove it completely, remove it from Headers afterward.
Other group options
- Once you group elements, click the chevron icon next to each group item to collapse or expand it.
- Use the Expand all and Collapse all options in the contextual menu to control visibility of all grouped elements at once.
Reset the layout
While in layout mode, click Reset layout to revert the layout to its state when you entered layout mode.
Table use cases
Tables are great for visualizing detail data, specifically:
- Looking up individual data points
- Comparing individual data points e.g. actuals versus forecast, values across sets of products, or across time periods.
- Presenting multiple units of measure e.g. Sales, Costs, Margin
- Presenting detailed and summary values
- Editing values
They are less optimal for at a glance insights, spotting trends, and comparing many metrics.