Use the table widget on your dashboards and get the most out of your metrics.
The dashboard table widget allows you to visualize multiple KPIs at once. Create formulas to display, for example, average deal value, 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.
To add a table widget to your dashboard, follow the steps below:
- Open your dashboard, then click + Add widget > Table.
- Hold the click button on your mouse and drag the widget on the dashboard.
- Click on Add column > Formula and select the KPI you want to add to this column. You can add as many columns as you want and create new formulas right from the widget.
- Give each column a title that describes the added KPI.
- Adjust the table settings, such as time period, layout, grouping, or others.
- Click "Save" to finish.
An example of the table widget settings.
You can adjust and customize different options on the table widget:
- Teams: Filter your data by teams. If applied, this filter will show data for employees from the selected teams. If no teams are selected, the widget will use data for all teams in your organization.
Note: If you have applied a team filter to the entire dashboard, you will not see this field in the widget settings.
- Time period: Choose how much data you want to display on your widget by selecting a time period. Learn more in Selecting a Time Period.
- Layout: Customize the look of your widget - choose between default (see employee names), avatars (see names and profile pictures), and data only.
- Group by: Group your data in the left column by employees, teams, time, or custom. Learn more in Group By.
- Hide rows with negative values on the sorted column: If selected, Plecto will look at the sorted column and hide all rows with negative values (including 0). It means that it might exclude values from other columns on the same row, even if they show positive values.
- Limit the number of rows: Choose how many rows are visible on the table widget. Limiting rows doesn't affect the table totals.
- Show totals at the bottom: See the total value of your formula result. If selected, Plecto will calculate the totals based on the selected time period and for all groups (including those that are not visible).
Be aware: Table totals don't simply sum the row values. When calculating table totals, Plecto looks at the selected time period on the widget and calculates totals of all your data, 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.
Column sorting depends on how you group the data on the table widget. To sort the data:
- Click "Edit" on your table widget.
- Find the column you would like to sort.
- Click on the two small arrows next to the column title.
Plecto will display your data on the table based on the sorted 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 columns by either highest or lowest values. If both arrows return to gray, the table columns 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.
- 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.
- 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.
- 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 in manual data sources:
- Go to Data management > Data sources and open your 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.