Designing Table widgets

Table widgets present information in the familiar column-and-row format. Use Table widgets to:

  • Generalize information from a large number of categories
  • Display the data in a familiar format that is easy to scan - across rows and down columns
  • View a list of linked items that you can scan quickly and click for more information, if needed

For example, to ensure that supervisors approve timesheets in a timely manner, design a table that displays the total number of submitted hours, grouped by supervisor. When clicked, the supervisor link expands to show the names of the employees who submitted timesheets, with the corresponding timesheet dates and hours. You can link the employee names to a tab on the employee page and the timesheet dates to a tab on the timesheet page to provide even more information.

 

Video: Creating a table widget (5:38)

Video: Editing a table widget (5:48)

Learning Resource: Table Widgets Functional Guide

Before you begin

To design Table widgets

  1. Click > to open Design mode, and click the tab you want.
  2. In the Tab Properties area, click Add Widget or on a widget you want to change, click to open the widget menu and click:
    • Edit: Opens the Designer and displays the widget settings. Change them, as needed.
    • Copy: Opens a screen that allows you to choose where to copy the widget to. Click Edit and change the widget settings, as needed.
    • Delete: Removes the widget.
  1. Under Reporting, click Table or select a widget from the Gallery.
  1. Select a widget Base. View the available Bases here.
  2. Click OK.
  3. Select available columns by expanding one or more of the following options (if available) or search using the search field:
  • General Information
  • Dates
  • People
  • Hours/Units
  • Dollars
  • Accounts
  • Keys
  1. Click to add a formula column to the widget.
  2. Click OK.
  3. Edit Grouping options.
  1. Click Edit Grouping Options.
  2. Click the columns you want to add grouping options on,
  3. Select a grouping option:
  • Expanded: Show all the categories with the applicable data under them.
  • Collapsed: Show only the categories - click the plus sign next to a category to see the applicable data for it
  • No Detail: Shows only the categories, but without the ability to expand
  1. Edit Sort options.
  1. Click Edit Sort Options.
  2. Click the columns you want to add sorting options on,
  3. Select a sorting option:
  • Ascending: Show numbers from lowest to highest, or show text in alphabetical order
  • Descending: Show numbers from highest to lowest, or show text in reverse alphabetical order
  1. If you have grouping on a column, you have the option to sort integer and decimal columns by the grouped columns.
  1. Edit Table options.
  1. Click Edit Table Options.
  2. Set the number of records you want to see.
  3. Set conditional row formatting.
  1. To preview the widget, click the Refresh button next to Widget Preview.
  2. Click to save changes.