Customising Tables on Dashboards

Find out how to control how your data displays on a table, from setting Rounding options and adding Column Formulas, to adjusting Table Cell Widths, Data Sets and more.

Written by Rob Guard

Data isn’t just for charts! As well as controlling how your data displays on a graph, you can also control how it appears within your table. In this guide we’re going to look at exactly that. We’ll be covering:

  • Transactional and cumulative data sets
  • Accumulation options
  • Adjusting rounding, and displaying numbers in powers

Transactional And Cumulative Data Set

By default we’ll display your profit & loss accounts transactionally, and data from balance sheet accounts cumulatively. However, you can override this behaviour on an item-by-item basis using the set data set option. This allows you to view accumulation of profit & loss data, such as your incomes, historically or within a window, and movements within balance sheet lines, such as cash in or out, transactionally.

In our example below, we’re currently displaying our bank accounts data cumulatively for several months. However we’d actually like to view the cash movements in and out of our bank accounts:

 

To achieve this, we need to change the dataset of our bank accounts row to transactional. If we expand our bank accounts row in the cards report settings, we’ll find that we currently have this row set to use the dataset: cumulative. Using the dropdown, we can change this to transactional to achieve our desired objective.

To add clarity to the figures on display, whenever you set a balance sheet account to display data transactionally we’ll add a ⓣ adjacent to the item. Likewise, when setting a profit & loss account to cumulative, we’ll add a ⓒ.

Accumulation Options

Data set to display cumulatively is automatically accumulated from the point that the org was created, giving you, in the case of bank accounts, the actual, total value within your account at period end. But what if you want to view the accumulation of this data within a particular reporting window instead? That’s where accumulation options come in. If you expand any cumulative data item you’ll find the option to set how that data is accumulated. This can either be from org creation or since the starting point of your current report.

Accumulate Data

In our example below, changing our accumulation option to start of reporallows us to see the cumulative income growth which has occurred period to period within our report:

Rounding and Powers

Any data added to a table will be rounded to 0 decimal places unless otherwise stated. This can be changed on an item-by-item basis, allowing you to include pennies where appropriate or even round up or down your data to powers of tens, hundreds, thousands and millionths. Below we’ve added a table to look at our accumulated income, but we’ve decided we’d like to see this data displayed in hundreds:

To do so, we simply need to expand our income category in the report settings of the card and then choose our desired rounding:

Now we can quickly identify bigger and smaller numbers without worrying about pennies!