Tables

Quick reference

• 00:04 In this video, we're going to look at the Table,
• 00:07 which is a very close cousin to the Matrix.
• 00:10 We start by going and
• 00:11 clicking on the Table icon which is right beside the Matrix.
• 00:14 You'll notice the Table is the one that doesn't have the shaded bottom and
• 00:17 right areas.
• 00:19 And when I do that, I'll get a table.
• 00:21 Now, as they're so close, I just wanna show you what happens if we use
• 00:25 the same structure generally as what we actually have on the Matrix.
• 00:29 So I'm gonna start by saying, let's go pick up Locations and
• 00:32 we'll put location name on it.
• 00:33 And you'll notice it gives us a list of the unique locations
• 00:37 as we had with our Matrix.
• 00:39 I'm then gonna go to Categories.
• 00:41 And this is where you're going to see a very big difference, because when I click
• 00:44 on Category, what you'll notice is that the category names all show up and
• 00:49 the location names expand and fill down for it.
• 00:51 That did not happen with the Matrix.
• 00:53 In the Matrix, you'll notice that the category names are indented underneath
• 00:57 the heading of each of the locations, so this looks a little bit different.
• 01:01 I could then of course also go and grab our Sales,
• 01:05 we could throw that on, that gives us our nice little sales values there, and
• 01:09 I could go to my budgets table and throw on budgets.
• 01:12 And you'll see that it shows up very similar.
• 01:16 And yet it's not actually collapsed and indented like the Matrix is.
• 01:21 How similar are these visuals?
• 01:22 They're very similar.
• 01:23 Check this out.
• 01:24 If we select the Matrix, and we go to Home, and
• 01:28 Format Painter, and we click on our Table, you'll notice that it actually picks up
• 01:33 some of the same features that we have, like the headers and what not.
• 01:35 Now, it doesn't pick up the data bars or anything like that, but
• 01:39 you'll notice that there's definitely some similarities between these two things,
• 01:42 although it didn't pick up the same style.
• 01:44 Can we actually play around with that as well?
• 01:47 Absolutely.
• 01:48 Notice that there's a matrix style for the table visual.
• 01:51 And if we click on that,
• 01:53 we can change it out to use the same style as the matrix we're using condensed.
• 01:59 Now, you'll notice that when we do this though it tosses the yellow formatting
• 02:03 that we had for our header, so that's a little bit of a shame.
• 02:06 If we wanted to reapply that we now need to go and do a little bit of work there.
• 02:09 So Column headers, our font color which we use the black, and
• 02:14 the background color was in yellow.
• 02:17 Now we can have the same kind of style and
• 02:19 header there that we had with the other setup that we had.
• 02:23 We can also change things like Word wrap.
• 02:25 If we've got an issue where words are wrapping in the headers,
• 02:28 that can be changed.
• 02:30 Let's take a look at Values,
• 02:31 do we have any more granular control over our numbers in this particular case?
• 02:34 If we scroll this down, it's not really looking like it.
• 02:37 We can change the font, but that's about it, and the text size.
• 02:40 So that's a little bit disappointing.
• 02:43 What about Totals?
• 02:45 We have our totals.
• 02:46 Nice. We can change the background color here,
• 02:48 so we can get into this yellow framework that we're using,
• 02:50 if we want to, to make that consistent top and bottom.
• 02:53 Of course, we can do the same with the Matrix, as well.
• 02:57 Let's see, what else might be of interest to us, and when we actually go through and
• 03:00 look at this.
• 03:01 Column formatting.
• 03:02 What do we actually have in here?
• 03:05 Again, you would hope if we close this guy here and
• 03:09 open up the visualizations pane a little more, you would hope that,
• 03:12 again, we would have the ability by column to go and
• 03:15 actually set what are our values in our number formats and whatnot.
• 03:19 But again it doesn't look like you give the stats, so
• 03:21 we're stuck with whatever we define as the base measure which is really unfortunate.
• 03:25 Conditional formatting options.
• 03:28 Again, we can apply data bars, so those can look pretty sharp.
• 03:31 This is done on a column by column basis.
• 03:33 So let's go take a look at Budget and
• 03:35 see if we could do something different with this.
• 03:37 How about color scales?
• 03:38 There we go. We can see which
• 03:40 ones have the highest budget items.
• 03:42 Or we can even go into Advanced Controls and you can see that we can play we have
• 03:46 a very small amount of options here with the conditional formatting, but
• 03:51 this is an area I believe that we will be investing in as well.
• 03:54 So hopefully we will see more things come in there.
• 03:56 So Table are very similar to a Matrix, but definitely have some differences.
• 04:01 The biggest one really is around the layering.

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