Creating a Table

You can add a table to any story or analytic applications page.

Context

You can create a blank table or a table based on an existing model.

Models based on remote live data depend on connections that an administrator creates using the Connections feature.

Remember
If your story already has a model or data source on any page, that data source is used automatically for new models added to Canvas or Responsive pages. If there is more than one data source, the most recently used one is applied to new tables.
Note
If you have a lot of data to retrieve when your table is initially created, it may take some time for the table to finish loading it all. To help speed up load time, your new table will open using the following criteria:
  • Rows contains “Account” and will be filtered to the first account.

  • The drill level is set at 1.

  • Columns contains “Version” and will be filtered to the first version.

    In many cases, the first version will be “Actual”.

Procedure

  1. Under Insert, select (Table).
  2. Select one of the available options:
    • All pages:
      • Existing Model: pick the model that the table will be based on.
      • Remote data connection: this option is visible when there is a remote data source.
    • Canvas or Responsive page:
      • No Model: create an empty grid tile where you can manually enter data.

    A table is added to the page.

  3. Use the Builder tab to select the dimensions to include in the rows and columns.
  4. Use the Styling tab to customize the look of the table.