Using the Table View

You can use the table view to show results in a standard table. Users can navigate
and drill down in the results. You can add report totals and column totals, specify custom
table and column headings, and change the formula or aggregation rule for a
column.

You can edit properties for a column to control the appearance and layout of a column
and its contents, and specify formatting to apply only if the contents of the column
meet certain conditions.

You can also specify paging controls and the number of rows per page, display column
and table headings, apply green bar styling, and enable column sorting in dashboards.
In a dashboard, the column headers of tables that can be sorted have a
slightly raised visual appearance.

If your user name has the appropriate permissions, you can also add the write-back
capability to the table view that allows a user to update or write to the back-end
database. For example, a user can enter sales targets for the current quarter in a Sales
dashboard.

note: When you create an analysis and display the results, Xactly Analytics automatically
adds either a table view (for an analysis with only attribute and measure columns)
or a pivot table view (if the analysis contains at least one hierarchical column).

Screen

Table View

How to…

Add a Table View

1. Create or modify the report with which you want to work.

2. Click the Results tab.

3. Click the button and choose the Table using the drop-down, cascading
menu.

4. Configure the view, as required.

5. Click the button to save the view.

6. Click the button to save the report.

 

Configure a Table View

1. Create or modify the report with which you want to work.

2. Click the Results tab. The Results page appears.

3. In the Views pane, select the table view and click the button. The view
appears in the workspace.

4. In the Layout pane, specify the layout of the table view.

Do the following:

a. Use drop targets to modify the way that data is arranged in a view.
In the Layout pane, the columns in a table view are displayed in drop targets.
Drop targets represent a valid position for a column and indicate where a column
can be inserted, moved to, or dropped. Examples of drop targets include
Table Prompts and Sections, among others.
Drag and drop columns from the Subject Areas pane to a drop target. You
can also use drop targets to modify the way data is arranged in a graph view
by dragging and dropping columns to different targets within the view.
b. Click the  button (Properties) in a drop target to configure the properties for
the target. The Properties dialog appears.
Configure the drop target properties, as required.
c. Click the  button in a drop target to add a grand total for the drop target.

You can choose from among the following options:

• None—Exclude totals
• Before—Include totals before the data items
• After—Include totals after the data items
• Format Labels—Display the Edit Format dialog, allowing you to specify the
custom text to insert into a totals heading using the Caption field and format
the labels
• Format Values—Display the Edit Format dialog, allowing you to specify the
formatting of the totals values

d. Click the button in a drop target to choose more formatting and configuration
options.

You can choose from among the following options:

• Format Headings—Display the Edit Format dialog, allowing you to apply
cosmetic formatting to the headings.
• Format Values—Display the Edit Format dialog, allowing you to apply cosmetic
formatting to the values
• Hidden—Hide the column from the output. Hidden columns do not affect
the aggregation of the values.
• New Calculated Item—Display the New Calculated Item dialog, allowing
you to create a calculated item for the column. It also automatically creates
a selection step that contains the calculated item.
• Aggregation Rule—Override the default aggregation rule for a measure in
tables by selecting the aggregation rule to apply. For attribute columns,
ensure that Report-Based Total is selected. This option is not available for
the Prompts or Sections drop targets.

note: If the Report-Based Total option is not selected, Xactly Analytics calculates
the total based on the entire result set, before applying any filters to the
measure columns.

• Duplicate Layer—Duplicate a column, creating a duplicate that applies
only to this view. The duplicate does not retain filters, selection steps, or formatting
that were applied to the original.
• Remove Column or Remove Duplicate—Remove the column or duplicated
item. The column is removed from the view and all other views for
the analysis. The duplicate is removed from this view only.

5. Click the button.

6. Click the  button to save the report (and embedded views).

 

Configure Table View Properties

1. Create or modify the report with which you want to work.

2. Click the Results tab. The Results page appears.

3. In the Views pane, select the table view and click the button. The view
appears in the workspace.

4. Click the  button (Table View Properties). The Table Properties dialog appears.
Table Properties Dialog

Table Properties Dialog

5. In the Data Viewing field, specify the method to use to browse data.

You can choose from among the following options:

• Fixed headers with scrolling content—Use scrolling to browse data
• Content paging—Use paging controls to browse data
note: Tables and pivot tables that use scrolling to browse data do not render properly
in Microsoft Internet Explorer browser version 7 or 8. As a result, when Microsoft
Internet Explorer browser version 7 or 8 is detected, the table is rendered using
paging controls instead.

If you selected Fixed headers with scrolling content, do the following:

a. In the Maximum Width field, specify the maximum width of the table (in pixels).
The default is 600 pixels.
b. In the Maximum Height field, specify the maximum height of the table (in pixels).
The default is 700 pixels.

If you selected Content paging, do the following:

a. In the Paging Controls field, choose the location of the paging controls using
the drop-down list.
b. In the Rows per Page field, type the number of rows to display per page.

6. In the Display Column & Folder Headings field, choose whether to display headings
for the columns and the view.

You can choose from among the following options:

• Only column headings—Display only column headings (not view headings)
• As separate rows—Display the column and view headings as individual rows in
the view
• As Folder.Column—Display the column names with the lowest-level folder
name from the Subject Area.
• As Folder.Column (where needed)—Display the column names with the folder
name from the Subject Area, but only when the column names are not
unique.

7. In the Row styling area, select the Enable alternate styling checkbox to add styling
to the view, showing alternating rows or columns in color.

If you enable alternative styling, click the button to display the Edit Format dialog,
which you can use to specify the alternate styling.

8. In the Repeat Cell Values field, select the checkbox to indicate that all cells that
span rows are repeated.

9. In the Master-Detail field, select the Listen to Master-Detail Events checkbox to
specify that the table is to act as a detail view in a master-detail relationship (and
listen for master-detail events).

In the Event Channels field. type one or more channels on which the table is to listen
for master-detail events raised by one or more master views. The channel
name is case sensitive and must match the channel name specified in the master
view exactly. Separate channels with commas, for example, channel a, channel
b.

10. In the Null Values field, select the Include rows with only Null Values checkbox to
override null suppression and include null values in your table view when the entire
row contains all nulls.

11. Click the OK button.

12. Click the  button.

13. Click the  button to save the report (and embedded views).