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Working with Tables in the Insights Editor

Eptura Knowledge Center

Working with Tables in the Insights Editor

The table view consists of columns, rows, and groups.

  • Columns in a table correspond to the columns in the data source. They are included by adding fields or measures to the table in the reports view.

  • Rows correspond to rows in the database. The information in each row reflects the columns included in the table.  

  • Using groups, rows can be grouped by identical values, in any field with intermediate summaries for each grouped value. For example, a table view of product orders might contain columns to show the dates and amounts of each order, and its rows might be grouped by city and product.

 

While working within a table, the following menu selections are available:

Icon

Description

Design_Display_Icon.png

Toggles between design and display modes.

 Save_Report.png

Provides the ability to save a report in three separate formats:

  • Save Ad Hoc View

  • Save Ad Hoc View As

  • Save Ad Hoc View and Create Report

Export_PDF_Icon.png

Allows you to export your report in the following formats:

  • PDF

  • Excel (paginated)

  • Excel

  • CSV

  • DOCX

  • RTF

  • ODT

  • ODS

  • As XLSX (paginated)

  • As XSLX

Undo_Icon.png

Allows you to undo the last change

Reset_Saved_Icon.png

Allows you to reset the report to its last saved state.

Switch_Group.png

Allows you to switch the groups

Sort_Order_Icon.png

Allows you to set the sort order

Change_Input_Icon.png

Allows you to change the input values

Set_Properties_Icon.png

Allows you to set the properties for your individual report view:

  • Toggle the Title Bar

  • Hide Layout Band (contains the Columns and Groups)

SQL_Query_Icon.png

Allows you to view a SQL query

 

 

Related Topics

Reports Home

Dashboards

Creating a Report