Table

A guide on how to create and get the most out of the table widget.

Last updated: June 4, 2021

Instead of creating individual KPIs for each employee, you can create a formula for each value you want to display, and the table widget will show the employees and formula results accordingly.

firmafon-plecto.png

An example of a dashboard with different widgets, including two table widgets.

Create formulas to display, for example, average deal value, average call duration, sales, targets, and more. When adding these formulas to a table widget, you can see data for each employee, team, or custom. The table widget allows you to configure it in many ways.

Create a table

To create a table, open the dashboard you want to add the table widget to, then:

  1. Click on "+ Add widget" in the upper-right corner and select "Table" from the widget menu.
  2. Hold the click button on your mouse and drag the widget in the dashboard.
  3. Click on "Add column" > "Formula" to select the KPIs you want to add to the table. You can add multiple columns to display several KPIs.
  4. Give the column a title, then follow by adjusting the table options in the "Options" box.
  5. To finish, click "Save."

Read more: Learn how to create and configure a dashboard in Plecto here.

Table widget options

table options with totals.png

An example of the available options on the table widget.

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.
Table Totals.png

An example of a table widget displaying the total number of calls within the selected time period.

Note: Table totals include all data from the selected time period, no matter how many rows are visible on the widget.

How to sort a column

Your table is by default sorted in alphabetical order. If you want to see the highest or lowest values at the top instead, you can sort the table.

  1. Enable the "Edit" mode on your dashboard, then hover over the table widget and click "Edit."
  2. Click on the two small arrows next to the column title field to sort.

If an arrow is green, the rows have been sorted by either highest or lowest values. If they return to gray, the rows return to their default alphabetical order.

Was this article helpful?