Workbook Table Views

Workbook table views let you explore your dataset results without changing the source data for any workbook visualizations based on that dataset. You don't need complex setup to use table views, it lets you see your data without making a layout or custom formulas. You can't use linked datasets to build a table view.

You can only create table views with fields you picked in the underlying dataset, as shown in the Dataset Panel. By default, every workbook template comes with a Table View based on the dataset. By default, all workbook templates include a Table View based on the underlying dataset. For more information about workbook and dataset templates, see Workbook and Dataset Templates.

To make a table view, drag fields from the Dataset Panel to the Table Viewer. After you add fields, you can filter and sort them as needed. When you add a new field or sort/filter, the results update automatically. You can also customize your table view by renaming columns or applying conditional formatting. You can create as many table views as you want using different datasets in the same workbook. You can also export your table view data to a CSV file, and add table views to the Analytics portlet on any NetSuite dashboard.

Important:

Sorting, filtering, conditional formatting, and other customizations you add to a table view won't affect the dataset or other workbook visualizations. To change the dataset, click the dataset name in the Dataset Panel. If you don't own the dataset, contact the owner.

To create a table view:

Click the add icon from anywhere within the workbook and select Table.

Important:
By default, the table uses the most recently connected dataset in the workbook. To change it, open the dataset selector in the Dataset Panel and pick another dataset. Or, if the dataset you want isn't already in this workbook, click Connect Dataset to select one from your account or create a new one.
On the Table tab, drag fields from the Dataset Panel to the Table Viewer. There are two ways to add fields:
- You can drag fields one by one.
- You can add all fields at a time by clicking the Add all fields to the table button.
Fields added to the Table Viewer are highlighted in blue on the Dataset Panel.

Note:
If you add hierarchical fields to your table, you'll be prompted to pick how to display field values. For more information, see Hierarchical Fields.
Customize the appearance of your table:
1. Change column order by dragging them or by clicking the Field Menu icon and choosing a move option.
2. Rename columns by clicking the Field Menu icon in the column header you want to rename, then selecting Rename.
  
  Note:
  This only changes the column name in the current table view, the name won't change in the Dataset Panel, underlying dataset, or other visualizations.
3. Remove columns by clicking the Field Menu icon in the column header you want to remove, then selecting Remove Column.
Sort your table data:
1. Click the Field Menu icon next to the field you want to sort.
2. Select Ascending or Descending for default sorting, or select Add Sort... to apply advanced sorting.
  
  Note:
  The advanced sorting options for a table view are the same as those for a dataset. For more information, see Advanced Sorting Options.
Filter your table data:
1. Click the Field Menu icon next to the field you want to filter and select Filter...
  
  The Filter window appears.
2. Pick the filter conditions or values, then click Apply. For more information about the available filtering options, see Value-based Filters.
  
  The Table Viewer is automatically updated.
Apply conditional formatting to your table data.

Important:
Conditional formatting doesn't tell apart values in different currencies. To highlight them correctly, convert everything to a single currency first, then apply the formatting. For more information, see Currency in Datasets and Workbooks.
1. Click the Field Menu icon in the column you want to highlight and point to Conditional Formatting.
  
  Note:
  Conditional formatting is currently not available for fields containing DATE values.
2. Click Manage Conditional Formatting, operators, values, and colors or icons for your rule. You can click the add icon to set up more rules, using different colors or icons for the same field. For more information, see Conditional Formatting.
  
  Note:
  If you're formatting percentage values, use decimal format for the rule. For example, instead of greater or equal to 20%, set it as greater or equal to 0.2.
3. Click Apply.
4. Repeat steps A-C for each column that you want to highlight.
(Optional) Click the Export icon to save a CSV file of your completed table.

Note:
To export your table view, you must have the Export Lists permission.

After you create your table view, you can rename it or delete the tab. Hover over the Tab menu icon and select the Rename Tab or Delete Tab options, or double-click the tab name to rename it.

To create a table view:

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