Table Menu Options on Story Pages
Once you have created a table on a story page, there are several options available in table-specific action and context menus.
When your table is in Edit mode, you will see all available options. When your table is in View mode, some options will be hidden.
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Table Cell (Context) Menus: use from a table cell to add calculations directly in the chart, to create new members, set thresholds, and so on. Appears when you right-click a table cell.
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Table Action Menu: use to select Top N items, sort, do mass data entry, and so on. Appears when the table tile is selected.
In addition to the actions available for the whole table, you can also modify individual table cells. Right-click a table cell to bring up a context menu.
Table Header Cells
Action | Description |
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Add Dynamic Text | Add dynamic text from a variety of elements. (See Adding Dynamic Text to a Table Title) |
Show/Hide |
Lets you show or hide table elements. By default, most elements are shown. |
Swap Axis | Lets you switch rows and columns. |
The table row and column headers (Dimension headers) have their own context menu.
Action | Description |
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Drill |
Lets you change the level of the hierarchy that is currently visible. |
Select Hierarchy |
Lets you choose the type of hierarchy that you want to display. More information: Hierarchies |
Sort Options |
Decide whether to sort ascending or descending, or to set a custom order. More information: Changing Member Order |
Display Options |
Display information as Description, ID, or ID and Description. |
Show / Hide | Lets you decide whether to show Unbooked cells or Totals values, and select properties. |
Add member |
Create a new unbooked member combination. More information: Create New Dimension Members Without Leaving Your Table |
Resize columns to fit content | |
Table Functions |
A link to the table action menu. More information: Table Action Menu |
Table Body Cells
The table body (dimension value) cells have context menus for rows and columns.
Menu for measure headers:
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Version management actions |
Valid for tables created from planning models. For more version management information, see About Version Management
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Add member |
Create a new unbooked member combination. More information: Create New Dimension Members Without Leaving Your Table |
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In-Cell Chart |
Add a bar chart to a measure. The bar chart can be changed to a variance bar or variance pin chart. More information: Adding In-Cell Charts to Table Measures |
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Thresholds |
Add threshold values or ranges to a measure. More information: Using Thresholds in Tables |
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Filter |
Include specific cells. More information: Applying a Table Filter |
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Exclude |
Exclude specific cells. More information: Applying a Table Filter |
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Sort Options |
Decide whether to sort ascending or descending. |
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Add row / Add column |
Add a calculated member to a dimension. More information: Adding Calculated Rows and Columns in a Table |
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Add calculation |
Select one or more measures and use them to create calculation rows or columns. More information: Creating Calculations from Table Rows or Columns |
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Hide row / Hide column | Removes the rows or columns, but doesn't filter the data. | ||||||||||||||||||
Resize columns to fit content | |||||||||||||||||||
Table Functions |
A link to the table action menu. More information: Table Action Menu |
Menu for body cells:
Action | Description |
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Lets you prevent individual cells of the table being updated. This feature is available for users with a planning license. Select the cells you want to lock and choose the icon on the toolbar. Locked cells are shaded gray as a visual indicator that they are locked, and the toolbar icon changes to an open lock. Select the lock icon again to unlock the cell. The read-only feature on the main toolbar prevents a cell value from being overwritten, but cell locking prevents updates to a cell value that would be caused by aggregation. You can use this feature to redistribute values among sibling nodes of a hierarchy. For example, if the parent node in the hierarchy Employee Expense has three child nodes: Salaries, Bonus, and Training, and you lock the Employee Expense node, and then increase the value of the Salaries cell, the values of the Bonus and Training cells are automatically reduced to balance out the increase in salaries and maintain the same total Employee Expense value. The cell locks that you apply are saved with the story. When other users work on the page, they can remove your cell locks and add their own, if necessary. |
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For models with data locking enabled, this option opens the Data Locking page so that you can lock, restrict, or unlock dimension members. Before you open the Data Locking page, adjust your filters to include the relevant dimension members in the table. You can also select one or more cells before opening the Data Locking page to filter the data locking grid to those dimension members. For more information about data locking, see Configuring Data Locking. Note If you want to change settings such as driving dimensions
or dimension ownership, open the Data
Locking page from the Modeler. |
Filter |
Include specific cells. More information: Applying a Table Filter |
Exclude |
Exclude specific cells. More information: Applying a Table Filter |
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Lets you add and save comments to a data cell. More information: Adding Comments to a Data Cell |
Mobile (Responsive pages only) |
When enabled, shows the table on a mobile device. |
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You can apply an ascending or descending sort to a table. To
apply a sort, select a column or row heading, and then
select Note The Sort Options icon is active
only when a suitable column or row of data is
selected.Choose the direction of the sort. For example, you can choose Ascending or Descending or A-Z or Z-A. If you want to arrange the members of a dimension yourself, select Add Custom Order and drag the members into the correct order in the Edit Member Order panel. More information about custom sorting: Changing Member Order. More information about sorting non-string dimension values in a table: Value Sorting. |
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A Top N filter shows a specified number of the lowest or highest ranked members. Fill in the following details:
When a Top N filter is applied, text is displayed at the top of the table indicating which column is filtered. The visible content of the table depends on the underlying structure of the data. All rows of data that have not been selected are hidden. If the data in the table is hierarchical or aggregated, other dependent rows will also be visible. Note The Create Top N icon is active
only when a suitable column of data is selected. |
New Threshold |
Add threshold values or ranges to a measure. More information: Using Thresholds in Tables |
Sort Options |
Decide whether to sort ascending or descending. |
Resize columns to fit content | |
Table Functions |
A link to the table action menu. More information: Table Action Menu |
The table-specific menu options let you work with the data and change the appearance of the whole table, as well as letting you work with individual table cells.
The table action menu is dynamic and is only visible when (More Actions) is selected.
Action |
Description |
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Use this option to set up a table that shows the results of an allocation step. It’s available when you have access to an allocation process based on the table’s data source. The layout includes the following dimensions:
Any other dimensions are removed from the table as soon as you select the Allocation Processes option. You won’t be able to automatically restore your table’s previous setup, although you can change it back by adding and removing dimensions. To use this option, select it and choose Allocation
Processes in the Layout
panel. To change the allocation step that it’s based on, select
the |
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If the table currently includes more than one dimension, you can select the dimension you wish to open from the drop-down Dimension list. Under Drill Level, enter the drill level you require. Entering 0 as the drill level value, collapses all levels of the hierarchy. |
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If you select a cell in a table, you can freezes all rows up to the selected row, and all columns up to the selected column. |
Swap Axis | Lets you switch rows and columns. |
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If you select one or more columns in a table, you can automatically resize the columns to fit the content. Alternately, you can select one or more columns in a table then manually drag the columns to resize them. |
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Lets you enter multiple values before processing updates. More information: Entering Multiple Values in a Table |
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Use a linked analysis to drill through hierarchical data or to create filters that simultaneously update multiple charts in your story. More information: Creating a Linked Analysis |
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You can add the following options:
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Lets you show or hide table elements. By default, most elements are shown. The following elements can be hidden Elements that are on Canvas or Responsive pages:
Elements that are on all page types:
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Copy options include the following:
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Lets you export the table as a CSV or XLSX file, with or without formatting. More information: Exporting Data as a CSV File or Exporting Table Data as an XLSX File |
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Opens the Styling panel. More information: Applying Styling to Tiles |
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Expands the tile to fill the canvas; also displays the formula bar. (When you exit fullscreen mode, the formula bar is hidden again.) |
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Adds the table to your home screen. |
Remove the Table (Grid pages only) |
Lets you remove the table from the canvas. |