Working with Grouping Tables

Tables are a subset of workbook data elements.

Their spreadsheet-like interface allows for structuring and manipulation of data in a familiar environment. Tables support much of a traditional spreadsheet's functionality, like creating calculations and applying filters and formats. They also support a variety of other features such as data grouping and summaries.

Summary of Content

Requirements
Create a Grouping Table
Grouping Table Concepts
       Columns, not Cells
       Groups and Groupings
Add a Column & Apply a Formula
      Add a New Column
      Create a Calculation
Create a Group
Collapse and Expand Groups
Create Row Subtotals
Create a Summary
Maximize the Table View
Column Formatting
       Apply Basic Visual Formatting to a Column
       Apply Conditional Formatting
Related Resources

Requirements

  • To create or edit a data element, you must have Can Edit access to the individual workbook.
  • Some exploratory actions are also supported with Can Explore access.

Create a Grouping Table

Grouping tables and other data elements can be created via the PAGE ELEMENTS section of your workbook's editor panel or directly from an existing data element

When viewing, exploring, or editing a workbook, all data elements are minimized by default to display multiple elements in the canvas. You can maximize any data element to focus on its details and explore the underlying data. 

When a grouping table is maximized, it expands to fill the entire workbook page. Unlike maximized visualizations and pivot tables, the underlying data doesn't need to be displayed in an additional table since it's already exposed in the grouping table itself.

Note: Data elements can be maximized in any workbook mode (View, Explore, or Edit), but changes can be made in Explore and Edit modes only.