Tables

Table icon pivot.svg

General - Tables

The Tables function is accessible from the HandleData presentation module Logo HandleData.

The number of Tables that can be created is not limited.

This function is used to present the values ​​in the form of Tables.

Like other presentation components, Tables can be integrated into Tableaux de Bord.

Two types of table representation are available.

  • Single Table

  • Pivot Representation Table

Creating an Array

List of existing Tables

The creation of a Tableau representation (like all operations on presentations) is carried out from the HandleData Logo HandleData module.

Step 1

  • Access the HandleData module Logo HandleData.

  • Choose, in the left menu HandleData, the option Tables associated with the icon. Ico_tableau.svg. to access the list of tables

ArrayList

Metadata

2nd step

  • Click on the New button Choose the Table representation type either

    • Ico_tableau Simple Table

    • pivot Pivot Array

  • Each Table has a metadata panel. Entering a label is required.

Metadata of a new graphic

Optional input areas allow for more description. An icon can thus be assigned to the metadata panel of a Table.

information It is advisable to save this panel as soon as you enter it. Use the button Save button located in the right part of the top banner of the screen.

Tab - Data Source

Step 3

  • A data source is required for the creation of a Table. Use the btn-ajouter-source.svg[add source] icon to access the list of available sources (DataBlocks).

information The sources offered are related to the rights of the current user.

information It is possible to integrate, on the fly, a file with a separator. To do this, use the function, Rapid Integration via the Rapid integration icon icon located in the HandleData application banner.

The Dates display format must be defined in the third step to be visible in the Viewer.

info_sources

Step 4

The list of available sources is presented in the form of a Table. ChoiceSources

1 Refreshes the list of available sources.

2 Validates source assignment. It is necessary before this operation to choose a source by clicking on a line.

3 Return to the list of source(s) assigned to the Table.

Warning Unlike TimeLines or Maps, only one source can be affected.

Step 4 Bis (optional)

  • If needed, the user can make changes to the chosen sources

  • In this case, select one of the sources assigned to the current panel. Use the edit icon located at the end of the line (or click on the source label). Then make the necessary changes. Save the modifications by using the Validate button then the Back button icon to return to the list of sources for the current Table.

Tab - Settings

Simple Table

The configuration screen for a Table presentation eis divided into 4 Zones.

  • 1 Title settings area

  • 2 Parameterization zone acting on the global presentation of the Table.

  • 3 Area for setting the columns of the Table source.

  • 4 Parameterization zone of a tree type array.

ZoneParamTableau.svg

Table title settings

Area4.png

  • Caption and titles

    • Title: Title of the table*

      • Font: Character font used for the title of the Table

      • Color: Color of the title of the Table

      • Size: Font size of the title of the Table

    • Subtitle: Chart subtitle

      • Font: Character font used for the subtitle of the Table

      • Color: Color of the Table subtitle

      • Size: Font size of the Table subtitle

Global Parameters and Functions of the Array

Area2.png

  • Headers / Columns Filters: Adds the ability to perform filters on each column. This function is accessible from a funnel icon located in the column header. The list of proposed values ​​is the set of distinct values ​​present in the column.

  • Lines / Columns Filters: Adds a line below the column header allowing you to perform a free search in the current column. Operators are available to refine the search

  • Line Highlight: When moving the mouse, the entire line below the mouse pointer is highlighted.

  • Alternating color of lines: The lines are of alternating color.

  • Display column line: Displays a thin dividing line between each column.

  • Display Line Line: Displays a thin dividing line between each line.

  • Automatic line break: If the content of the cell exceeds the width of the column, a line break is performed automatically.

  • Export Panel: Adds an export function of the table

  • Search panel: Adds a global search function on the entire table.

  • Grouping panel: Adds a column grouping panel above the table headers. All you have to do is drag and drop a column (or several columns) in the grouping area.

  • Column sorting panel: Add sorting functions to all column headers

  • Moving columns: Allows you to move each column.

  • Column resizing: Allows you to resize each column.

  • Type of resizing

  • Nextcolumn: When resizing columns, the last column remains of constant width.

  • Widget: All the columns on the right are shifted.

Parameters of the columns of the Table

Area3.png

  • Visible: Allows you to define whether the column is visible or not

  • Fixed: Allows you to define whether the column is fixed or not. If the column is fixed, it will be positioned on the left.

  • Alignment: Used to define the alignment of the content of a table cell. Several possible choices:

    • to the right*,

    • In the center*

    • to the left*

  • Writing Color: Allows you to define the writing color of the cell content

  • Background Color: Allows you to define the background color of a cell

  • Character font: Allows you to define the font used for the cell content

  • Size: Allows you to define the size of the font

  • Style: Allows you to define the style of the font Normal, Slant or Italic

  • Bold: Allows to define the character Bold of the writing of the contents of the cell

  • Type: Allows you to define the column type.

    • Numeric

    • String of characters

    • Date

  • Format: Allows you to define the display format of the cell content according to its type

  • Summary: Allows you to define operations to be performed on the columns

Parameters of a Array of Tree type*

Area4.png

  • Hierarchical table

  • Parent Column

  • Daughter column

Pivot array

param_pivot.png

Zone4.png Table title and subtitle settings. It is possible to choose the font, the size as well as the color for the title and the subtitle

Zone4.png Setting the possible options when viewing the Pivot table

  • Aggregation function

  • Grouping panel: Enables (or disables) the grouping panel

    • Drag and drop: Enable (or disable) the ability to manipulate rows and columns by drag and drop

    • Action on columns: Enable (or disable) the ability to act on column groupings

    • Action on Rows: Enable (or disable) the ability to act on row groupings

    • Main Filter: Activate (or deactivate) the option at the level of the grouping panel to filter on the available columns

    • Functions

  • Export: Activates the presence of the export function

  • Subtotals Lines: Performs the subtotals by lines

  • Column subtotals: Creates the subtotals by column

  • Totals Lines: Performs the totals of the lines

  • Column Totals: Performs the column totals

  • Full display

Associated Graphic: Activates (or inactivates) the graphic option. the chart will be linked automatically and will adapt when manipulating rows and columns.

  • Type: Choice of the type of graph representation

  • Palette: Choice of the palette that will be applied to the graph

  • Legend: Enable (or disable) the chart legend

  • Tooltip: Generates an automatic tooltip

3 Option that activates the presence of a graphic. The graph adapts automatically when manipulating the columns or rows of the table

4 Columns available for setting up the Pivot table. The proposed columns are the columns taken from the source. Note that the label, the type and the order of the columns can be modified at the level of the *Source* tab

5 Columns that will be available in Pivot table rows. n possible

6 Columns that will be available in Pivot table columns. n possible

7 Columns on which the calculations will be performed

Tab - Visualization

Realizes the display of the table taking into account all the parameters specified from the configuration screen.

Visualization of a Simple Table

VisuTableau.png

Visualization of a Pivot Table

Active Chart Option

visu_pivot_graph.png

Graphics Option Inactive

visu_pivot_simple.png

Editing a DataChain Array

  • Module HandleData handleData-color.png. Tableau menu iIco_tableau.png

  • At the level of the list of Tables, search for the Table. It is possible to use the search and sort functions present at the level of each column.

  • Select line

  • Click on the caption of the Table or on the edit icon at the end of the line.

Deleting a Table

  • Module HandleData.handleData-color.png Menu Tableau Ico_tableau.png

  • At the level of the list of Tables, search for the Table to delete. It is possible to use the search and sort functions present at the level of each column.

  • Select line

    • Option 1: Use the suppression icon button at the end of the line and confirm the deletion action

    • Option 2:

      • Click on the caption of the Table or on the icon edit at the end of the line

      • Once in Edition of the Table. Click on the Delete button

      • Confirm Action

Quick Reference

Creating a Table Ico_tableau.png pivot.svg

From HandleData module Logo HandleData

Steps Objective Stock Landmarks

1

Access to the list of Boards

Click on the icon

Ico_tableau.png pivot.svg

2

New Table

Click on the New icon

New

3

The metadata

Enter information

Description Required

4

Assigning a source

Click on the New source icon

Add source

5

Parameterization of the Table

Click on the Settings tab

6

Viewing the Table

Click on the Visualization tab