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Configuring a dynamic grouped table widget
Configuring a dynamic grouped table widget

Configuring a dynamic widget - grouped table type

R
Written by Raymond Carrel
Updated over a week ago


!!Coming Soon!!

This type of dynamic widget is not yet available.

Grouped table widgets are one of the types of Dynamic Widget available. They allow for the creation of tables with up to three levels of grouping.

This is a very flexible widget type, and can be used to create widgets that fulfil a wide range of purposes.

You may wish to, for example, create a table showing how many connections were made for each salesperson, split by service classification, as shown below.


Configuring the widget

Once you've added a new dynamic widget of chart type, you can click on the cog icon to customise it.

Title

You can override the previously-defined title here.

Timespan Type

You can change from the default month value to day, week, quarter, or year.

Initial Offset

You can choose to view a past or future period instead of defaulting to the current one.

Initial Span

This enables timespans of multiple days, weeks etc. instead of just one.

Grouped Column 1 / 2 / 3

At least one grouping column needs to be set.

One level of grouping (Order Owner):

Two levels of grouping (Order Owner, Service Classification):

Three levels of grouping (Order Owner, Service Classification, Customer Name):

Grouped Column Title

The left column header will use the name of the first grouped column field by default, but you can override it with this field.

Show Count Column

You have the option to display a column that will show a count of records that contribute to the value on each line.

Select Show Count to enable this.

In this example, the Count field shows how many connections make up the profit value for each line.

An alternative option is Show Sum of Column. This is a more advanced option - instead of counting the lines that comprise the value for a particular lines, it will display a sum of all the values in those lines. For example, your table may be based on quotation data, but you may wish to view a sum based on the core quotations quantity field.

Count Column

This lets you determine which column will be used for counting. In practice, this only needs to be changed if you have selected the Show Sum of Column advanced option above, in which case it will determine which column is used for summing.

If you have selected Show Count or Hide Count for the previous option, then you may leave this at the default value.

Count Column Title

This lets you rename the count column, if you like. For example, you might want to change it to "connections", "services" etc.

Aggregate Column

This is where you choose the numerical report field that will populate the right-side column of the table. This could be profit or revenue figures, stock quantities etc. Please note that, for performance and compatibility reasons, not all report fields are available.

If you need a specific field that isn't present, please get in touch with us.

Aggregate

Your selection will depend on what you need the widget to do. It determines the operation that will be performed on the Y-axis values that you pull from the report data. The options are average, min, max, and sum.

Aggregate Column Title

You have the option to rename the column header.

Header Background Colour

You can use the colour picker, or RGB values to change the colour of your header. You may wish to change this depending on the widget's purpose, or you could choose a colour to match your company branding. The eyedropper tool can be used to pick a colour from outside of the colour picker - e.g. your company logo.

Group 1 / 2 / 3 Background Colour

You can also select a colour for each level of grouping.

Show Footer

This lets you enable a row showing the totals of the count and aggregate fields.


Filters

By default, all lines in the report will be included in the widget's results. In some cases, this will be sufficient.

However, by adding filters you can unlock the potential of dynamic widgets by including only information that matches certain conditions, e.g. suppliers, customers, statuses.

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