16. Summary tables
The summary tables in Analytics+ enable you to view and edit the underlying data right from within the visual, without having to open the dataset. You can even re-order the rows, change category names, or add calculated rows on the fly - the changes are instantly reflected in your report. Let's see how!
The dataset will not be impacted by changes made from the summary table. The data changes will only be visible from inside the visual.
1. Switching to the summary table view
Click the grid icon at the top of the visual to view the summary table.
To switch back to chart/card mode, you can click the grid icon again or click the chart symbol at the top right corner of the summary table.
Report viewers can also access the summary table if permission is granted from the Allowed user controls window.
2. Re-ordering data
You can drag the rows in the summary table to re-order the data. The charts will immediately reflect the change. Let's use the summary table to move the Central category to the end of the chart.
3. Editing row categories
You can modify the row categories in your report by choosing the edit option from the row gripper. We have modified the 'East' region to 'Southwest".
4. Inserting calculated rows
With Analytics+ you can create calculated rows and seamlessly insert new categories at the visual level without modifying the underlying dataset. You can use the row gripper in summary tables to insert calculated rows. You can refer to row categories and use arithmetic operations in the formula editor.
Notice how the calculated row is immediately reflected when we switch back to chart mode.
5. Excluding row categories from calculations
You can use the Skip row option to display a category in the chart but exclude it from calculations. In the example, the average value is 192.8. After skipping the Central row, the average value is updated to 204.4, but the Central category is still displayed.
Use the Skip and Hide row to hide the category in the chart and exclude it from calculations. The row is hidden in the summary table as well.
6. Disabling nulls
You can choose whether to render null values in your charts or mask them. Notice how the null depreciation columns are rendered when the Disable suppress null option is selected.
Navigate to the Number tab in the display settings for advanced null handling options.
When nulls are suppressed, the depreciation account is not rendered for the EMEA and APAC regions.
7. Changing the date format
You can choose from the recommended date formats when you have a date dimension in your axis. Click on the row gripper and click edit to view the supported formats.
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