Group table component style

1. Overview

1.1 Version

1.2 Application scenarios

When you need to adjust the appearance, table font, etc, you can use the table component.

1.3 Function introduction

The grouping table can set "title", "table font", "Table Row Height", "style", "total row", "format", "background" and "Interactive Properties", as shown in the following figure:

2. Component title display

Click "component style" to first set whether the title is displayed. If it is unchecked, the component title will not be displayed, as shown in the following figure:

If you need to modify the content of the component title, see file "Component title" for more details.

3. Table font

Click the table font drop-down box to expand the table font function. The title bar contains two options, "Auto" and "Custom", as shown in the following figure:

Select "Auto" to set the table font according to the system default. Select "Custom" to customize the font settings of the table header and body, as shown in the following figure:

Note: for the font style in the table, apple font is used by default under MAC system and Microsoft YaHei is used by default under Windows system. Among them, apple font is only effective under MAC system.

4. Table row height

Click the table row height drop-down box to set "header" and "body" to wrap automatically, and you can customize the row height. As shown in the figure below:

Click the "style" drop-down box to customize the table type, style and theme color, as shown in the following figure:

5.1 Type

You can switch between "Multi-column display", "Tree Show" and "Display List", as shown in the following figure:

5.2 Style

There are three switchable styles, as shown in the figure below:

5.3 Theme color

Theme color can modify the background color of the table. You can select "auto", transparent or other specific colors, such as setting "green" as the theme color, as shown in the following figure:

6. Total row

You can customize location and method of the total line, and change the name of the total line, as shown in the following figure:

6.1 Total row display/location

You can select whether to "Show total rows" and "Show total rows in the group", and you can define which dimensions need to display total rows.

For example, if a business table is made using a grouping table and the total "sum" corresponding to the "province" field needs to be displayed, you can select "total row", check "Show total lines" → "Show total lines in group" → "province", and the total sum corresponding to different province will be displayed, as shown in the following figure:

If you need to display the total sum corresponding to different seasons and province, you can directly check these two fields, and the effect is shown in the following figure:

Note 1: the copied dimension fields also support setting whether to display the total line.

Note 2: if a new dimension field is dragged in, it will not be checked by default, and the total will not be effective if the last dimension is checked show / don't show.

You can also set the display location of the total line. For example, click the top to place the total line at the top, as shown in the following figure:

6.2 Sum

6.2.1 Function introduction

You can select the sum method of the corresponding indicator. The sum up methods you can select include: "Auto", "Sum, "Average", "maximum", "minimum", "median", "Variance", "standard deviation" and "Hide".

Number of records, conversion of dimensions to indicators, and the use of COUNTD_AGG function for the calculating indicators, are set as "sum" by default  when the "sum" is set. Other sum method of other indicators is set as "Auto" by default, as shown in the following figure:

Note: to optimize performance, the "Counter"field of extracted data and calculated field made out byCOUNT_AGG, COUNTD_AGG of version 5.1.14 and later versions, the default option is modified from "Sum" to "Auto", when setting the "sum" method. If other versions are updated to version 5.1.14, the "sum" method setting would remain the same as the one before updating.

"Auto" calculates the detailed data according to the summary method.

• Other "sum" methods recalculate the results calculated by the summary method.

Here is an example to explain in detail the difference between "Auto" and other "sum" methods.

6.2.2 Difference between "Auto" and other "sum" methods

• Take the difference between "Auto" and "average" as an example.

• Sample data: 

250.sample data.xlsx

The sample data's details are shown in the following figure:

Average of all detailed data = 4.25.

1) After uploading the Excel table, create the component and come to the component editing interface. See the file for more details: create dashboard using Excel table.

2) Select the grouping table. Drag in the field, do the drop-down settings, and change one sum method of the amount to "average", and the other remain "Auto" by default. As shown in the figure below:

The field's drop-down setting details:

• Date: the grouping method is "year Month".

• Amount: the sum method is "average"（ Both fields have the same settings)

2) At this time, you will find that the sum results of the two same fields "amount of money" with the sum method of "Auto" and "Average" are different. As shown in the figure below:

It can be seen that although they are all average, the results obtained by "Average" and "Auto" are not consistent.

Click the format drop-down button to expand, you can set"Number of paging rows", "display row number", "Expand row series" and "Freeze Table dimensions".

7.1 Number of pagination rows

The "Number of pagination rows" sets number of rows displayed on each page of the table. If the number exceeds this number, it will be displayed on the next page.

For example, set the number to 5, that is, then only 5 rows of data are displayed on each page, and the rest need to be flipped, as shown in the following figure:

Note: in the version after 2019.7, when the table data content has only one page, the page number information at the bottom will not be displayed. When there is more than one page, the page number information and page turning button are displayed normally.

7.2 Dispaly the serial number

Check the box "display serial number", a column will be added to the table. The first column is used to display serial number in order. As shown in the figure below:

7.3 Expand row header node

The expanded row header node represents all header nodes of the expanded table group, as shown in the following figure. The header nodes in the group are in the stowed/expanded status respectively.

In addition to checking the expand row header node, you can also directly click "+" at the top of the table to expand all rows, as shown in the following figure:

Note: the click expand method only supports viewing the expanded data, and cannot save the settings of all row header nodes expanded. It is still in the collapsed state after refreshing.

7.4 Freeze table dimensions

Fix the width of the dimension field in the table. When the table slides left and right through the scroll bar, the width and position of the frozen dimension field remain unchanged, as shown in the following figure:

8. Background

Click "background" to set component "Title Background" and "Component Background" from the drop-down list. As shown in the figure below:

8.1 Title background

You can set the color for the component's title background, or upload the picture as the picture background.

• Color: select a color and set the background color, as shown in the following figure:

• Picture: choose a picture, click, upload the picture as the background, as shown in the figure below:

8.2 Component background

Component background can set the overall background of table components, which can be divided into color and picture, as shown in the following figure:

• Color: the background color of table components can also be set to "Auto", transparent and specific colors. For example, set the table background color to blue, as shown in the following figure:

9. Interaction properties

The "Interaction Properties" can set whether to link and jump the transfer details filter conditions. It is selected by default. As shown in the figure below:

The "Linkage, jump transfer details filter condition" is used to select whether to set the linkage transfer filter condition, which is the detailed filter condition of the indicator.

9.1 Scope of application

After "Linkage, jump transfer details filter condition" is checked, the support range of linkage and jump is as follows:

• Linkage: the default linkage can transfer detailed filter conditions. The custom linkage does not support the transfer of detailed filter conditions.

For more details of linkage, please refer to the file: "Linkage".

• Jump: when you jump to analysis template and uncheck "Custom", you can transfer detailed filter conditions. When you transfer values, you do not transfer detailed filter conditions. For more details about "Jump Settings", refer to the file: "Jump to analysis template".

9.2 Example

Take linkage as an example, and the jump function is the same.

9.2.1 Create components

For example, use "FRDemo_ORDERS" under sales demo to create two table components, as shown in the following figure:

• EMP ID and the order amount.

• Order ID and the money paid.

9.2.2 Add detailed filter conditions

Filter the indicator details of the "AMOUNT" in the component "EMP ID and the order amount", and the filter condition is that the "SHIPDATE" is 2008. As shown in the figure below:

9.2.3 Select the "Interaction Properties"

After adding detailed filter conditions, check "Linkage, jump transfer details filter conditions" to enter the dashboard, as shown in the following figure:

The linkage effect of components is shown in the figure below:

If the "EMP ID and the order amount" has both linkage and jump, click the pop-up window to display the fields filtered by details. As shown in the figure below:

9.2.4 Not check the "Interaction Properties"

Uncheck "Linkage, jump transfer details filter conditions" and enter the dashboard to trigger linkage. The linkage results are shown in the following figure: