Workbook Table Views

Workbook table views are where you can explore your dataset query results without altering the source data of any workbook visualizations that are based on the selected dataset. Using the table view does not require complex customization and enables you to view your data without setting up a layout or defining custom formula fields. You cannot use linked datasets to build a table view.

You can only create table views using the fields selected in the underlying dataset, as displayed in the Dataset Panel. Each field in the Dataset Panel includes an icon that identifies the type of value contained within the field. For more information about each field type, open the underlying 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 create a table view, you drag fields from the Dataset Panel to the Table Viewer. After you add fields to the Table Viewer, you can filter and sort them as needed. When you add a new field to the Table Viewer or apply new sorting or filtering options, the results are automatically updated. You can further customize your table view by renaming the columns or applying conditional formatting to the results. You can create as many table views as you like using different datasets in the same workbook. Additionally, you can export the data presented in your table view to a CSV file, and add your table views to the Analytics portlet on any NetSuite dashboard.

Important:

Sorting, filtering, conditional formatting, and other customization options that you apply to the table view do not affect the underlying dataset or any other workbook visualizations. To change the associated dataset, click the dataset name in the Dataset Panel. If you do not own the underlying dataset, contact the dataset owner.

To create a table view:

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

Important:
By default, the table is based on the most recently connected dataset in the workbook. To change the dataset that the table is based on, expand the dataset selector in the Dataset Panel and select a new dataset. Alternatively, if the dataset you want is not already used in the workbook you are in, click Connect Dataset to select from any of the datasets you have access to in your account, or create a new dataset.
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 the table, you are prompted to select a display type for the field values. For more information, see Hierarchical Fields.
Customize the appearance of your table:
1. Change the order of the columns by dragging them to a new position or clicking the Field Menu icon and selecting one of the move options.
2. Rename the columns by clicking the Field Menu icon in the column header that you want to rename, then selecting Rename.
  
  Note:
  The change applies to the column name of the selected table view only. The name does not change in the Dataset Panel, the underlying dataset, or any other workbook visualizations that are based on the selected dataset.
3. Remove unwanted columns by clicking the Field Menu icon in the column header that you want to remove, then selecting Remove Column.
Sort the data presented in the table:
1. Click the Field Menu icon next to the field you want to sort.
2. Select Ascending or Descending to apply one of the default sorting options, or select Add Sort... to apply advanced sorting.
  
  Note:
  The advanced sorting options available for a table view are the same as those that you can apply to a dataset. For more information, see Advanced Sorting Options.
Filter the data presented in the table:
1. Click the Field Menu icon next to the field that you want to filter and select Filter...
  
  The Filter window appears.
2. Select the conditions or values for the filter, 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 the data presented in the table.

Important:
Conditional formatting does not differentiate between values in multiple currencies. To accurately highlight values in multiple currencies, consider converting the values to a single currency first and then applying conditional formatting. For more information, see Currency in Datasets and Workbooks.
1. Click the Field Menu icon in the column header that 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, then select the operators, values, and colors or icons for the rule. You can click the add icon to create multiple rules and apply different colors or icons to the same measure or column. For more information, see Conditional Formatting.
  
  Note:
  To apply conditional formatting to percentage values, use decimal format when defining the values for the rule. For example, rather than greater or equal to 20%, the rule should be defined 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 change the name of your table view or delete the table view tab. Hover over the Tab menu icon and select the Rename Tab or Delete Tab options. You can also rename your table view by double-clicking the tab name.

To create a table view:

Related Topics