Create or Update Tables

Create tables to organize and display data from a selected data source and a selected project/shell in visualizations. You can create these tables from the Content log of the application.

To create tables for visualizations:

  1. Sign in to Unifier with company administration credentials.
  2. Go to the Company Workspace tab, and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Content.
  4. In the Content log (right pane), select Create.
  5. In the Create page, specify the following information:
    1. From the Preview Project list, select an active project/shell, and select Preview Data to preview the data you can use to create the table.
    2. From the Data Source list, select the data source to use for creating the content item.
    3. From the View Type list, select Table.
    4. In the Name field, enter a name for the table.
    5. (Optional) In the Description field, enter a short description about the table.
    6. From the Columns list, select a data element to create columns for the table.
    7. (Optional) Select Add Columns, and select a data element to include additional columns in the table.
    8. From the Group By list, select a data element to organize the information based on a specific characteristic. For example, group RFIs based on the RFI reasons.
    9. (Optional) In the Show Totals field, toggle to show or hide the column totals.
    10. To visually highlight values based on criteria in the table, Configure and Manage Conditional Formatting of Tables and Pivot Grids.
    11. Make changes as needed to refine the above selections.
    12. After making all changes, perform any of the following actions:
      • To save the chart in a Draft status, select Create Draft, and return to the Content log.
      • To save additional changes made to an existing chart in Draft status, select Update Draft.
      • To delete the chart, select Cancel. You will lose all unsaved changes made to the chart.
      • To make the chart available to your users for data visualizations, select Publish, and return to the Content log.