Table Block Configuration
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
Table Block Configuration
Sorting and aggregating data in your reports will enhance your ability to visualize, organize, and ultimately make more effective data-driven decisions.
Video Tutorial:
Step-By-Step Tutorial:
Note: this tutorial will show you how to from using a blank template; the actions will apply if you're adding a block to an existing report or template
- From edit mode, select +
- Select Table
- Now select to add your data source. The data source will provide a different way of grouping information from the system. Select OK.
Note: follow along with Advanced Data Source Topics for further information
- Begin to complete the configuration screen.
The title is required, but does not need to be visible
- Next, navigate to the column tab to configure which columns you'd like to display
- Select all to include all, or singularly include what you'd like to include by checking the independent boxes.
- Drag and drop the item within the list to reorder
- Edit the behavior of each column within the table by selecting the edit icon for that column
- Edit the column's configuration as necessary, select OK once desired changes have been made
- Select the data tab to continue to configure your table
- To see your data in standard format, select which column you'd like to sort by and select OK
- Adjust the position and size of your table as you wish
- Reset the report parameters and select refresh
- To edit the column width, you can navigate back to edit more or drag and drop the column to the proper width
- If you wish to group or aggregate, navigate back to your table edit screen by selecting the edit menu for the table.
- Now select Edit
- Select the Group By dropdown
- Select the desired data point
- Select OK
- Select Refresh to refresh your edit mode
Note: The count will correspond to the total number of rows in that grouping
- You can add additional grouping as well; follow along with steps 15-19 to add another grouping
- Select Refresh to see your double grouping
- Next lets, apply aggregation to your data begin in your tables edit menu
- Now select the Aggregate By drop-down
- Select the desired option
Note: if you select a non-number-based field, you will only be able to aggregate by count
- Select your aggregation filter
- Select OK
- Select to refresh your parameters; take note your sum will now be listed at the bottom of your table.
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