Dashboard with Table

This chapter will cover the following:

Adding a Table element;

Disabling data fields in the Table;

Hyperlinks in the Table element;

Stretching columns along the width of the Table element;

Data Bars, Color scale, Indicator, Sparklines in the Table;

Calculation of totals in the Table element.

 

 

Adding a Table Item

To create a dashboard panel with the Table element, you should do the following steps:

 

Step 1: Run the report designer;

 

Step 2: Create a dashboard or add it to a current report;

 

Step 3: Connect data;

 

Step 4: Select the Table element on the tools of the report designer or on the Insert tab;

 

 
 
Step 5: Place the item on the dashboard panel;

 

Step 6: If the item editor did not open, double-click on the table;

 

Step 7: Drag the required data columns from the data dictionary;

 

 

Information

 

You can drag data columns directly into the Table element. You can also drag the entire data source.

 

 

 

Step 8: Select the data field;

 

Step 9: Click the Browse button in the Expression field and select the function of aggregating values, if necessary. By default, the Sum() function is used, which sums the values from the specified data column.

 

 

Information

 

The aggregation functions are not applied for data fields of the Dimension type. To apply a function to a specific field, you should set its type as Measure.

 

 

 
Step 10: Close the editor of the Table element;

 

Step 11: Go to the preview tab.

 

 

 

Disabling the data field in the Table
 
Step 1: Double-click on the Table element to call the editor of this element;

 

Step 2: Select the data field;

 

Step 3: Uncheck the Visible option.

 


 

 
The data field will be present in the list of element fields, but will not be displayed.

 

 
Hyperlinks in the Table Element

 

Step 1: Double-click on the Table element to call the editor of this element;

 

Step 2: Select the data field of the Dimension type;

 

Step 3: Check the box next to Hyperlink;

 

Step 4: Specify the link in the Pattern field.

 

 

 

Now, when you click on the value of the current data field, a transition will be carried out on a given hyperlink.
 

 

Stretching table columns by the width

By default, the column width is set automatically, depending on the content. However, you may stretch all columns by the width of the element. For this, you should do the following:

 

Step 1: Select the Table element in the dashboard;

 

Step 2: Set the Fit value for the Size Mode property.

 

 

 

Data Bars, Indicator, Color scale, Sparklines in the Table

 

Step 1: Double-click on the Table element to call the editor of this element;

 

Step 2: Select the data field;

 

Step 3: Using the controls, specify the type for the current data field;

 


 

 
Step 4: For Sparklines, specify the parameters of the sparklines and its type.

 

 

 

Calculation of totals in the Table

 

Step 1: Double-click on the Table element to call the editor of this element;

 

Step 2: Select the data field for which you want to calculate the total;

 

Step 3: Select the Show Totals check box;

 

 
 
Step 4: Specify a function for calculating the total.