Modifying a Table

You can change the default design of a table in the Builder tab.

The following sections are displayed in the Builder tab.

Data Source
The data source is displayed in this area.
Note
You can refresh the table data. From the main menu, choose Data, and then choose (Refresh).
Table Structure

Select (Swap Axis) to swap rows and columns.

Table Properties

Responsive / flexible column width: Automatically resizes the columns when you resize the table. On a Responsive page, the columns can be aligned with columns of other tables in the same lane.

Arrange Totals / Parents Nodes Below: Moves totals to the bottom of the table. If you use a hierarchical model, when this option is selected, all child nodes will appear above the totals.

Rows and Columns

All dimensions used to create the table are displayed in this area. You can add additional dimensions to rows and columns.

When you hover over a dimension, you can select (Filter) to add or modify filters.

To make other modifications to the dimension, select (More) and then select one of the following options:

  • ( Hierarchy) Choose a different hierarchy to display for the dimension. For example, you can choose to display different periods for the Time dimension. You can also select Flat presentation to flatten the hierarchy of a dimension. (This option is not valid for an Account dimension.)
  • (Display Options) Show the member description, ID, or both the ID and description.
  • (Attributes
  • (Unbooked Data) Show or hide unbooked data. When unbooked data is hidden, only cells in the grid that contain data are visible.) Select which attributes to display in the table.
  • (Show Totals) Show the sum of the dimension values.
    Note
    For hierarchical dimensions, the total is added to the top-level node only. The total does not change when you drill into the hierarchy.
Showing Unbooked Data or Totals

You can also use the table to show unbooked data and totals, even when you don't have edit privileges.

To show unbooked data or Totals, in the table select the column or row header, select ( Show/Hide) and then select either Unbooked or Totals.

Filters

All filters that have been applied to the table are listed in the Filters section of the tab, and in the table subtitle. If the underlying model is using categories and periods in the Time dimension, these are visible in the filters list and cannot be removed. Filters that have been manually applied can be removed by choosing the (Cancel) icon beside the filter and more filters can be added here by selecting the Add Filters text at the bottom of the list.

Filters are normally applied as restrictive filters (so that only the selected members are visible) but they can also be applied exclusively by selecting the Exclude selected members checkbox when you select the members; in this case, all members are included in the table except the selected items.

You can also specify the visibility of each selected member as well as their child members by selecting (Set to Invisible) next to the member. In the Selected filters dialog, selected members are shown in two separate groups: Selected members and Invisible members. Invisible members do not appear in the table, but unlike members that are filtered out of the table, their values are still aggregated to parent members and can be affected when a parent member is adjusted.
Note

If you add a dimension that contains a large number of members, a filter to restrict the number of members added to the table may be automatically applied. You can manually remove an automatically generated filter using the (Cancel) icon beside the filter. You can also edit the filter and save modifications.

Hiding Rows and Columns

You can also hide rows or columns of table data without filtering the table.

To hide a row or column, select the column or row headers that you want to hide and choose (Hide column/row).

You can select multiple members from within each dimension (for example, 2018 and 2019), and across different dimensions on the rows or columns (for example, Net Revenue for Laptops and Desktops).

The selected rows or columns are removed from the table view, but the data is not filtered out. The values of the remaining table cells are not affected, and any visible children of the selected members will remain in the table.

To add all hidden rows or columns back to the table, hover over Hidden beneath the table title and select . To restore individual rows or columns, select Hidden and choose next to a member or combination of members.

Filters for the Time Dimension

A number of options are available for applying filters on the Time dimension:

  • Filter by member This option is essentially the same as the standard filter with checkboxes to select or exclude individual members of the hierarchy.
  • Filter by range Using this option, you can define time periods based on years, half-years, quarters, months, weeks, or days (depending on the time granularity defined in the underlying model) and apply the date range as a filter, so that only details in the selected time period are visible. It is also possible to define multiple range time filters and apply these together. You could use this for example, to compare the first two months of the year over a three year period by defining three separate ranges for months Jan–Feb for each of the three years. When these ranges are applied as a single filter, everything else except the selected periods is filtered out.

    Ranges can be fixed or dynamic; for example, you could choose the fixed range January 2017 to December 2017. If this story is opened in 2018, the story will still show 2017 data. For dynamic date ranges, in addition to the above granularities, these granularities are also available: current year, current quarter, and current month. For more information, see Story and Page Filters.

Properties

View Mode

Enable Explorer) Select which attributes to display – select whether to enable the Explorer to be launched directly from the tile when in View mode.

If you want to restrict the number of measures and dimensions that are visible in the Explorer, select Configure Measures & Dimensions. Note that all measures and dimensions that are currently in the chart are automatically included and can’t be removed. Also, if you don’t specify any additional dimensions or measures, then only the ones used in the chart are available in the Explorer.

Planning enabled

Allows table cells to be edited. When not selected, the entire table is set to read-only.

Boardroom

Select sorting options for when your story is used in the SAP Digital Boardroom.

Boardroom Keypad Slider

This option is available if you have the SAP Digital Boardroom add on.

You can show or hide the keypad slider.

Under slider options you can change the minimum value, maximum value, and step size.