Display as a Table View
This step-by-step guide will help you set up the Planning & Reporting Visual to display in a table view. The process involves adding dimensions, creating a concatenated measure, and adjusting appearance settings. Follow these instructions carefully to ensure a clear and functional table layout.
Start by adding the relevant dimensions as Values in a column section. Ensure that each dimension is set to use the data type String. This setup lets you show the dimension values as texts in your table.
Next, create a measure that concatenates all dimension values you want to display in your table. This measure ensures that unique combinations of dimension values are represented.
- For example, if you want to display Customer and Account, create a measure that concatenates these two fields: Customer & Account (Note: In this example, SubAccountGroupName is a higher-level hierarchy in the Account structure and can be excluded if not needed.)
🔑 Important: Ensure that your concatenated measure includes all unique combinations of the dimension values. If it doesn’t, the dimension values displayed in your table will not make sense.
Assign the concatenated measure you created in Step 2 to the Row Sections field. This will act as the unique identifier that expands the rows in your table.
To hide your concatenated value, you can either choose to display another dimension value in the header section, or you can hide the row header.
To display another dimension, simply drag and drop the field you want to display instead:
This setup will look something like this:
If you want to hide the entire row header, you can follow these steps:
- Go to Visual Settings.
- Navigate to Customize Appearance.
- Locate the Hide Row Header option (at the bottom of the settings view) and toggle it on.
Once the above steps are complete, you should see your Planning & Reporting Visual displayed as a clear, grid-style table view.
- Test the Measure: Double-check that the concatenated measure accurately reflects the desired data for all unique combinations.
- Fine-Tune Appearance: Explore other options in Customize Appearance to improve the layout and design, ensuring it aligns with your reporting needs.
- Save & Validate: Save your visual and validate the results with sample data to ensure accuracy.
This process provides a clean and functional table view for your Planning & Reporting Visual. If you encounter any issues, revisit each step to ensure the configurations are applied correctly.