Using AX Web Client > Interpretations and Visualizations > Viewing table data

Viewing table data

Use the Table View to display data tables and results tables. In the Table View, you can re-order, sort, filter, format, and export data.

Open the table view

To open the Table View, click Open beside a data table, a results table, or a saved interpretation.

Reorder or hide columns

  1. In the Table View, click Configure .
  2. In the Configure Table View panel, do one or both of the following:

    To reorder a column, drag it up or down in the Fields to Display list.

    To hide a column, click the column toggle .

    You can click the toggle again to make the column visible.

  3. Click Apply.

    Your changes are applied. You can leave the Configure Table View panel open, or click in the title bar to close it.

  4. If you want to save the reordered or hidden columns, click the Save drop-down list and select Save.

Sort column data

  1. Do one of the following:

    Click the header of the column you want to sort.

    Tip:

    If you only want to sort data, this method is quickest.

    The sort and filter window opens. You can drag the sort and filter window to any location in the Table View.

    Click Toggle filter configurations panel .

    The View & Add Filters panel opens.

    If you want to create nested filters in addition to sorting data, you need to use this method.

  2. If you are sorting using a column header, click the Ascending or Descending toggle button.

    The data in the Table View is sorted.

    To remove the sort, click the column header and depending on which type of sort you applied, click the Ascending or Descending toggle button again. You can also switch the sort order.

  3. If you are sorting using the View & Add Filters panel, do the following:
    1. Click the arrow in front of Sort by column.
    2. Click Select field and select a field from the drop-down list.
    3. Click Normal order  (ascending) or Reverse order  (descending).

      The data in the Table View is sorted.

      To remove the sort, click Remove sort . You can also switch the sort order, or select a different column to sort by.

      You can leave the View & Add Filters panel open, or click  in the title bar to close the panel.

  4. If you want to save the sort order, click the Save drop-down list and select Save.

Format column data

Note

Custom formatting applied in the Table View does not persist in charts or column overview visualizations. Visualizations display data in the default format.

  1. Click the header of the column you want to format and in the dialog box select Options.
  2. From the list of display format options, select the format you want to apply to the data in the column.

    Result The window closes and the formatting is applied to the table.

  3. To save the interpretation with the formatting, from the Save list, select Save.

For more information about formatting column data, see Data formatting options.

Apply conditional formatting to a column

  1. Click the header of the column you want to format and in the dialog box select Format > Options > Conditional formatting.
  2. To define the condition, click Add another condition and do the following:
    1. From the Select an operator list, select a conditional operator.
    2. Enter a value to test against the conditional operator.

      Any positive number you input cannot be smaller than 10-5 or larger than 1021.

    3. Select an icon and icon color or select to disable the icon.
    4. Select a text color or click the toggle to disable text formatting.
    5. Select a background color or click the toggle to disable background formatting.
    6. Optional. To define another condition, click Add another condition and repeat steps a to e.

      Note

      If a field evaluates to true for more than one condition, the first defined condition takes precedence and that formatting is applied.

  3. To update the table and close the dialog, click Save.
  4. To save the interpretation with the conditional formatting, from the Save list, select Save.
  5. Optional. To change or remove the formatting applied to a column, click the column header, in the dialog box select Options > Conditional formatting, and then update or delete the condition.