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Customize Table Elements

Learn how to customize table elements in Reporting.

To customize table elements, select the 3-dot menu next to the table name in the Elements panel, then selectEdit. Alternatively, hover over the table element and select Edit edit-icon.png.

Edit Table Name

To edit your table name, enter a new name into Table Name.

Settings

  • Table Width: Select a Table Width from the dropdown.

  • Font Size: Enter a number or use the up and down arrows to change the font size of the text in your table.

  • Table Border: Select this toggle to add a border around the outside of the table.

Columns to Include

Use the Columns to Include table to modify the incoming dataset. Each row in the table represents a column in the data.

  • To include a column in data, check the check box. Uncheck the check box to exclude the column.

  • To reorder the columns of data, select and hold the reorder icon, and drag the row up or down. You can also select to highlight a row and use the up arrow or down arrow to move the rows to a new location.

  • To search for a specific column, enter the column name in the search bar.

  • To rename a column, select the Rename column next to the column you want to rename and enter a new name.

Conditional Formatting

When building reports, it's useful to apply styles to the data so they stand out from the rest of the data. You can apply rules at the row level or at the column level. To create a rule, select Add Rule, then select Add Rule for Row or Add Rule for Column.

Row Rules

Add Rule for Row applies conditional formatting to a specific row:

  • Row: Select a row number to apply formatting to.

  • Operator: Select an operator type from the dropdown. For comparison and assignment operators, you must also enter a Value.

  • Font Style: Change the font type when the condition is met. Select one or multiple font styles:

    • Bold

    • Italic

    • Underline

  • Alignment: Change the position of how the data fills the cell when the condition is met.

    • Left: Aligns text to the left side of the cells in the row.

    • Centered: Aligns text to the center of the cells in the row.

    • Right: Aligns text to the right side of the cells in the row.

    • Justified: Aligns text evenly along the left and right sides of the cells in the row.

  • Font Size: Change the font size when the condition is met. To change the font size, enter a number or use the up and down arrows.

  • Font Color: Change the color of the text when the condition is met. Enter a hexadecimal color code, use the color picker, or select one of the preselected colors to change the font color.

  • Background Color: Change the cells' background color when the condition is met. Enter a hexadecimal color code, use the color picker, or select one of the preselected colors to change the background color.

Column Rows

Add Rule for Column applies conditional formatting to a specific row:

  • Column: Select the column to apply formatting to.

  • Operator: Select an operator type from the dropdown. Note that operators will change based on the data type of the column.

  • Font Style: Change the font type when the condition is met. Select one or multiple font styles:

    • Bold

    • Italic

    • Underline

  • Alignment: Change the position of how the data fills the cell when the condition is met.

    • Left: Aligns text to the left side of the cells in the row.

    • Centered: Aligns text to the center of the cells in the row.

    • Right: Aligns text to the right side of the cells in the row.

    • Justified: Aligns text evenly along the left and right sides of the cells in the row.

  • Font Size: Change the font size when the condition is met. To change the font size, enter a number or use the up and down arrows.

  • Font Color: Change the color of the text when the condition is met. Enter a hexadecimal color code, use the color picker, or select one of the preselected colors to change the font color.

  • Background Color: Change the cells' background color when the condition is met. Enter a hexadecimal color code, use the color picker, or select one of the preselected colors to change the background color.

Rule Hierarchy

To use rules effectively, you should understand which rules come first, and which override others. When 2 rules intend to change different styles (one changes a font, and the other changes the font size, for example), it doesn't matter which one executes first. But when 2 rules both intend to change the same style, only 1 of them wins. Rules are executed in this order:

  • Row Rules

  • Column Rules

  • Row Rules with the Override Check Box Selected

Here is another way to look at this:

  • Column rules usually take precedence over row rules.

  • Rules take precedence over the default table settings.