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Editing Options for Visualization Tables

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Series Menu Options

The series menu controls how your table chart displays each data series. The “Customizations” section allows you to customize each column in the visualization.

With a report loaded, go into the report edit mode and expand the “Visualization” tab. Click on Edit and select the "Series" tab.

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[1] Truncate Text

[2] Show Full Field Name

[3] Size Columns to Fit

[4] Label

[5] Width

[6] Format

[7] Cell Text Formatting

[8] Bars

 

 

 

 

 

 

 

 

 

Truncate Text

When “Truncate Text” is turned on, the text that appears in column headers and data cells are truncated and followed by ellipses. When it is turned off, text inside data cells wraps to subsequent lines.

To view the full version of truncated or wrapped text inside a data cell, double click the interior of the cell. Press escape or click outside of the cell to return to the truncated or wrapped version.

The default setting for Truncate Text is On.

Show Full Field Name

“Show Full Field Name” toggles whether to show the view name along with the field name for each column header. When “Show Full Field Name” is off, generally only the field name shows, however, measures of type count display only the view name instead.

Size Columns to Fit

“Size Columns to Fit” sizes the widths of all columns so that the table perfectly fits the width of the pane in which you are viewing it. Widths set using the “Size Columns to Fit” option are saved when you save your visualization as a report or add it to a dashboard.


Customizations

The “Customizations” section allows you to customize each column in the visualization.


Label

The “Label” field allows you to create a custom label for the column that will appear in the visualization.


Width

The “Width” field allows you to set the width of the column by entering a number from 1 (narrowest) through 1,000 (widest). Widths set using the “Width” field are saved when you save your visualization as a report or add it to a dashboard.


Format

The “Format” option appears for columns that contain numerical data. Using the drop-down menu, you can choose a predefined format or create a custom format for the values in that column. If you create a custom format, use Excel-style formatting controls to customize the values. The formatting options are listed below:


Cell Text Formatting

The formatting icons allow you to adjust the font including color, background fill color, bold text, italic text, and underlined text. You can also set the text alignment. Column headers can also be styled using the formatting menu.

Note: Customizing cell text layout is not available when the “Bars” option is set to On.

Bars

The “Bars” option appears for columns that contain numerical data. When it’s turned on, horizontal bar visualizations appear in the column cells, representing the value of the data in each cell. The bar length is plotted from the minimum data value (in which case no bar appears) to the maximum data value.

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A color palette appears when the “Bars” option is enabled. The default color palette for the bar visualizations comes from the color collection selected in the “Collection” menu option. Clicking the palette allows you to select a different palette from the collection or create a custom palette by clicking the “Custom” tab on the palette picker that appears. The bar color reflects the data value from the minimum (left side of the palette) to the maximum (right side of the palette).

The “Value Labels” checkbox also appears when the “Bars” option is enabled. This checkbox toggles the appearance of value labels for each data point on a chart. The value labels appear to the right of the bars for columns with only positive values or only negative values. For columns with both positive and negative values, value labels appear to the right of the bars for negative values and to the left of the bars for positive values. “Value Labels” defaults to On.

If a column is pivoted by another series, bars are plotted for that column in each pivot group and the minimum and maximum values are shared across the pivoted columns. If a series is used to pivot columns, bars are not available for that series, even if it contains numerical data.

Note: The Bars option defaults to On for the first measure in the table visualization. For other columns with numerical data, it defaults to Off.

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