The following options are available for the Data Table: 

Open Existing Table

You can open an existing table with all settings by clicking the Load Chart  icon. 

Specify Data Table Details

To specify a Data Table:

1. Enter the name of the data series in the Label field.

2. Choose the data source from the Datamart drop-down list. If there is only one Datamart defined, this one will already be selected.

3. (Optional) Enter a Currency. If not specified, the currency that has been selected as default when setting up the system will be used.

4. You can set up the Generic filter (all dimensions, dates and values):

   1. Click Create filter, new window 'Filter' will open. 

   2. Specify the filter criteria. All fields defined in the Schema Editor can be used. Click OK to activate the filter.

   To deactivate the filter, click Edit filter and Reset. This deletes all filter criteria.
   Click the Refresh  icon at the bottom left on the Data Rows tab to activate the filters after any changes to the filter criteria.
5. Product filter allows you to filter by all attributes from the product master data.

6. Customer filter allows you to filter by all attributes from the customer master data.
    Only the filtered data will be used in the analysis.

7. You can set up the Dim filter:
   1. Select the filter dimension from the drop-down list.
   2. Click the Add  icon to add the filter. You can add more than one Dim filter.
      Click the Delete  icon to delete the Dim Filter.
8. Determine the different Group by levels. Click the Add  icon and select the value from the drop-down list. You can add more than one Group by level. Click the Delete  icon to delete the level. You can reorder the levels by drag and drop.
   You can switch on or off the grouping by using the Group/Ungroup icons. This setting is remembered when you save the table.
9. Click the Add icon to add a measure in the Data Table.
   1. Select the dimension / measure (all money fields) from the drop-down list.
   2. Click the Sum icon. The value can be defined as the total amount, as a percentage of the base value , per unit  or as a formula . The base value for the calculation of "percent value" and the "per unit value" is defined and managed in the Schema Editor.
10. Determine the data formatting and labels:
    • You can change the label and the format by clicking the Dictionary  icon (see Date, Time and Number Formatting).
    • If a text is entered in the Label field, then this label will be shown. Otherwise the default value will be used.
11. (Optional) Click the Add Data Series  icon at the top of the 'Series 1' tab (details) in order to compare with other data series. There is no limit to the number of series that can be compared.
12. Click the Refresh  icon to update the chart.
13. (Optional) Create an Aggregation filter that allows you to filter the Datamart query results, i.e., to determine, which values will be shown in the table.

Save Data Table

You can save the Data Table with all settings by doing the following:

1. Click the Save  icon at the top. A new window will open.

2. Select the folder. You can add new folder by clicking the Add  icon. 
   You can move the saved Data Table by drag and drop to another folder.

3. Enter a Name. Select the Visibility from the drop-down list. There are three options:
   1. Private – Data Table is visible only to the creator.
   2. Published – Data Table is visible to all, but only the creator can edit the Data Table.
   3. Open for all (view & edit) – Data Table is visible to all and any user can edit.
4. Click Save to save the Data Table. All table customizations are saved too.
   

Download Data

To download the Data Table into Excel in the XLS or CSV format, click the Download  icon.

Only the selected data is downloaded. Based on the data density, several items are displayed as a "gray area" in the chart, thus all these points will be downloaded as a single record.

If needed, you can restrict the export functionality to only specified user groups.

Group Data

It is possible to group the table rows and save the grouping to the logic, so that next time you open the table or when you add it to a Dashboard, the table rows are kept grouped.

To set the grouping, use the two icons under the table: 

• Group data by default 
• Ungroup data by default