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CRM Analytics
Table Properties

Table Properties

Use table properties to control a table's appearance.

Display Totals and Subtotals

Add totals and subtotals to tables in the table properties panel or from the Button for totals and subtotals in the table editor button.

Measure functions are calculated according to all data in the relevant subgrouping. For example, the Total of Max Annual Revenue returns the maximum annual revenue of the entire column. If the formula for the column is A/B, the subtotal is the subtotal of A/subtotal of B. Groups can’t be sorted when subtotals are displayed. Measures can only be sorted within groups (inner sorts) when subtotals are displayed.

Analytics explorer table properties themes panel
Note
Note

Totals and subtotals work by using the rollup statement to calculate totals of grouped data. For more information on the functionality and limitations of totals and subtotals, refer to the rollup section of the group topic in the Analytics SAQL Developer Guide.

If a time series, a window function, or an unsupported aggregate function is used on the data:

  • Totals are determined using a window function grand total or weighted average calculation instead of the rollup.
  • Subtotals aren’t calculated or displayed, the setting is ignored.

Because subtotals and grand totals use the rollup statement, which is computed before any aggregate filter is applied, subtotals and totals amounts don’t reflect the filter. For example, if you filter out the rows where the sum or amount is greater than $1000, you don’t see any rows greater than $1000, but the totals still include those rows in their value. An aggregate filter can also filter out the total rows themselves. As a best practice, it’s not recommended to use aggregate filters with totals or subtotals.

Choose a Table Theme

Click a theme to apply it to a table.

Analytics explorer table properties totals and subtotals

Set the Spacing for Columns and Rows

To increase or decrease the whitespace in all cells, click a Cell Padding tile.

To set column width, select an option from the Column Width dropdown menu, then enter a value or values in Width in Pixels. If you choose Fit to Widget, all columns are brought into view.

Analytics explorer table properties spacing panel

Resolve Fixed Column Width Warnings

When fixed columns in a table (pivot table, values table, or compare table) exceed the width of the viewport, data beyond the fixed columns becomes inaccessible.

If you add more columns either through the dashboard or through JSON, the scroll bar doesn't appear and you can't scroll.

Analytics explorer table properties scroll warning

To resolve the issue, reduce the number of fixed columns or resize columns so that the fixed column area fits within the viewport width.

Note
Note The warning only appears in view mode, not in authoring mode.

Set Header Row Style

For the header row, you can set the cell background color, and the color and font size for text.

Analytics explorer table properties header panel

Set Body Row Text Attributes

For body rows, you can set the font size and color for text, and the number of text lines each row displays.

Analytics explorer table properties cells panel
Note
Note The value you choose in the Number of Lines per Row dropdown menu doesn’t affect text wrapping. It sets the number of lines each row displays regardless of the length of the text in each cell.

Set Border Styles

To style the table's external border, choose a thickness from Border Thickness and a color from Border Color. For the remaining cell borders, choose colors from Major Gridlines Color and Minor Gridlines Color.

Analytics explorer table properties borders panel

Choose Colors for Body Rows

To set a background color for body rows, choose a color from Table Background Color. To alternate row colors, click Alternate Row Colors, then choose colors for the odd and even rows.

Analytics explorer table properties colors panel
Note
Note Rows in dimension columns retain the table background color even if you use alternate row colors.

Add an Index Column to Values Tables

To add or remove an index column from a values table, click Show Row Index Column.

Analytics explorer table properties other panel

Dress Up Tables with Images

To add or remove an index column from a values table, click Show Row Index Column.

Include reps’ Chatter profile pictures next to their KPIs in leaderboards. Or, add flags to your compare table showing worldwide sales data.

In the column you want to display images, include the Salesforce URLs that point to the images. In Column Properties, set the data type to Image. If you set the cell height or width for this column, we ensure that the images maintain their aspect ratio.

Analytics explorer images in tables
 
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