A guide on how to create and get the most out of the table widget.
The table widget allows you to visualize multiple KPIs at once. Create formulas to display, for example, average deal value, average call duration, sales, targets, and more. Group data by employees, teams, time, or custom - the table widget is versatile and allows you to configure many different settings.
An example of a dashboard with different widgets, including two table widgets.
Create a table
To create a table, open the dashboard you want to add the table widget to, then:
- Click on "+ Add widget" in the upper-right corner and select "Table" from the widget menu.
- Hold the click button on your mouse and drag the widget in the dashboard.
- Click on Add column > Formula and select the KPIs you want to add to the table. You can add as many columns as you want. Feel free to give each column a title.
- Adjust the table settings, such as time period, layout, grouping, or others.
- To finish, click "Save."
Table widget options
An example of the table widget settings.
You can adjust and customize different options on the table widget:
- Teams: Select the teams you want to display data for. If no teams are selected, the widget will use data for all teams in your organization.
- Time period: Select a time period you want to display on the table widget. It will show all your data within the selected period. The time period picker offers many customizable options. Read this article to learn more.
- Layout: Choose how you want to display the employees on your dashboard. The "Default" layout displays employee names, "Avatars" displays names and employee profile pictures, and "Data only" displays data with no employee names linked to it.
- Group by: Choose to group your data by employees, teams, time, or custom. Learn more about the "Group by" option here.
- Hide rows with negative values on the sorted column: This option will hide all rows with negative values (including 0) based on a column that you have sorted. This means that the table might hide values from other columns even if they are not negative - it is due to the hiding being based only on the sorted column.
- Limit the number of rows: This allows you to limit how many rows are visible on the table widget.
- Show totals at the bottom: This allows you to display the total value of the formula output at the bottom of the table widget.
Note: Table totals include all data from the selected time period, regardless of how many rows are visible on the widget.
An example of a table widget displaying the total number of calls within the selected time period.
How to sort a column
Column sorting depends on how you group the data on the table widget. To sort the data, enable widget editing, choose the column based on which you want to sort the data, and click on the two small arrows next to the column title. Plecto will sort your data based on that column. Click on the arrows once to see the highest values at the top, twice for the lowest values, or three times to return to default sorting.
If an arrow is green, it means that Plecto has sorted the rows by either highest or lowest values. If both arrows return to gray, the table rows will follow their default sorting order. Let's look at how Plecto sorts the data when you group it by employees, teams, time, or custom fields.
Sorting based on data grouped by
- Employees or teams: When grouped by employees or teams, your table is by default sorted in alphabetical order, based on the employees or teams. To sort the table based on the data in a column, click on the arrows next to the column title. See the video below.
- Time: If grouped by time, the table is first sorted in chronological order with the oldest values at the top. To sort the table based on the data in a column, click on the arrows next to the column title. The same sorting method applies if the data on your table widget is grouped by a custom field, and this custom field has a date format.
The data on the table widget is sorted by time, and the time period is set to current week.
- Custom field: There are two sorting outcomes when grouping data by a custom field on a table. The sorting depends on the type of field, in particular, whether the field has a list format or not.
Group by custom fields that do not have a list format. These fields are number, text, Yes/No, country. When grouped by fields with such format, the default sorting order on the table is alphabetical. To sort the table based on the data in a column, click on the arrows next to the column title.
Group by custom fields that have a list format. These fields are list and list (pre-defined). When grouped by fields with list format, the default sorting order on the table is the choice order. Choices are the elements that appear in a drop-down list when creating a registration in a data source. For manual data sources, you can change the choice order in the data source settings.
The choice order is the order in which the added list elements are placed in the data source settings. To change the choice order, go to Data management > Data sources and open a data source settings. Find a field with a list format, then click on Actions > Edit on the right side of the row - a dialog window will open.
Move the choices around in the field "Choices." The choice on the further left will be displayed at the top of the table widget. See the video below.