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.
All dimensions used to create the table are displayed in this area. You can select (Swap Axis) to swap rows and columns. You can also 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) Select which attributes to display in the table.
- (Unbooked Data) Show or hide unbooked data. When unbooked data is hidden, only cells in the grid that contain data are visible.
(Show Totals) Show the sum of the dimension
values.NoteFor hierarchical dimensions, the total is added to the top-level node only. The total does not change when you drill into the hierarchy.
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.
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.
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.
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.