Adding Tables and Text to a Dashboard

Adding Tables and Text to a Dashboard

In addition to charts, you can also add filters, tables and text as dashboard elements. Tables are used to show financial data in column format.

How to Add a Table to the Dashboard?

1. Click Dashboards. 

2. Click Add.

3. In Designer, drag and drop the table icon from the toolbar to the canvas.

4. Add title and subtitle information.

5. Complete dimension and member selections on each axis.

You can add up to 2 dimensions on each axis. Optionally, you can amend the default Settings for Display As & Number Format. Settings are common and applied uniformly across all columns in the table.

Text box is used to add descriptions or a list of items in the dashboard.

To save table columns widths:

Further customize the look and feel of a Dashboards table by resizing the column widths. Resizing of tables can be done in both Design and Edit modes. Column widths are retained when the Dashboard is accessed in Run or Edit mode, when the Dashboard is copied or duplicated, and when exported.

How to Save Table Columns Widths?

1. Click Dashboards.

2. Open a Dashboard.

3. Use the arrow to drag the column to the required size.

   

4. Save the Dashboard, which saves the column width.

How to Add a Text Box to the Dashboard?

1. Click Dashboards.

2. Select any dashboard.

3. In Designer, drag and drop the text icon from the toolbar to the canvas.

4. Several types of alphanumeric values are allowed in the text box.

5. Alter the default settings for text style and alignment.