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Work with tables

In this topic

  1. Add a table with variables
  2. Add a comparison table
  3. Create a custom table
  4. Modify a table

You can add a table element to an infographic template. A table displays selected data in rows and columns. In Business Analyst infographics, you can create tables that show variable information and geographic comparisons of data. You can also create a custom table.

Add a table with variables

Create a table using variables you select in the data browser and display the data for your sites. You can insert a table in an infographic template by adding it or replacing another element. To create a table with variables, do the following:

  1. In the infographic builder, click Add element. Alternatively, hover over an existing panel and click Add Add or Replace Replace.
  2. Select Table Table.

    The Add table window appears.

  3. Click Table with variables.
  4. Use the data browser to select variables for the table.

    The variables you click are added to the Selected variables drop-down menu.

  5. Click Apply.

    The table is created and added to the infographic template. You can modify the table and use panel options.

Add a comparison table

Create a table using variables you select in the data browser and display the data for your sites as well as geographies you choose. You can insert a table in an infographic template by adding it or replacing another element. To create a comparison table, do the following:

  1. In the infographic builder, click Add element. Alternatively, hover over an existing panel and click Add Add or Replace Replace.
  2. Select Table Table.

    The Add table window appears.

  3. Click Comparison table.
  4. Use the data browser to select variables for the table.

    The variables you click are added to the Selected variables drop-down menu.

  5. Click Next.
  6. Use the check boxes to select geography levels to include in the table. Optionally, check Add the resulting comparison geographies to the map.
  7. Click Apply.

    The table is created and added to the infographic template. You can modify the table and use panel options.

Create a custom table

Create a table with dimensions that you choose, and organize the layout of variables as you want. You can insert a table in an infographic template by adding it or replacing another element. As you customize your table, you can click Undo Undo and Redo Redo to undo or redo an action. To create a custom table, do the following:

  1. In the infographic builder, click Add element. Alternatively, hover over an existing panel and click Add Add or Replace Replace.
  2. Select Table Table.

    The Add table window appears.

  3. Click Blank table.
  4. Set the dimensions of the blank table by hovering over a cell and clicking it. Click Apply.
  5. Use the data browser to find one or more variables. Drag variables to the builder panel.

    The panel automatically generates a preview of the table. When you drag a variable to a cell, the cell is automatically populated with the variable name and the variable count in the column next to it. You can edit the table in the builder panel by modifying individual cells, columns, and rows.

  6. When you are done modifying the table, click Apply.

    The table is created and added to the infographic template. You can modify the table and use panel options.

Modify a table

You can modify a table by altering the variables it displays, adjusting the layout, styling and formatting cells or groups of cells, and adding calculations. As you modify your table, you can click Undo Undo and Redo Redo to undo or redo an action.

Modify a comparison table

Modifying a comparison table is done in the infographic builder pane, directly on the template. To modify a comparison table, do the following:

  1. In the infographic builder, hover over a comparison table and click Edit Edit.

    The table is selected and the More options pane appears, showing modification options for the table as a whole.

  2. In the More options pane, do any of the following:
    • Click Edit variables or Change comparison geography levels to modify content in the table.
    • Use the Show table title and Show title line check boxes to include title elements.
    • Use the Variables in columns check box to switch the rows and columns.
    • Use the Show site areas check box to show or hide sites in the table.
    • Click Sum cells or Add average to add a row summing or averaging the variable values.
  3. To change the width of a column in the table, hover over its border and drag to resize. To modify individual cells, click the cell and do any of the following:
    • For a cell containing text, edit the text in the cell and use the Text style pane to format the text and the cell layout.
    • For a cell containing a data value, use the Style and format pane to format the text, cell layout, and display options for the value.
  4. When you are done modifying the comparison table, click Apply.

Modify a table with variables or a custom table

You can modify a table with variables or a custom table in the Add table window when you create the table, or after it has been added to the template. To modify these tables, do the following:

  1. In the infographic builder, hover over a table with variables or a custom table and click Edit Edit.

    The Add table window appears with the selected table displayed in the builder panel.

  2. To modify the table as a whole, do any of the following:
    • Click Table properties and do any of the following:
      • Use the Table type drop-down menu to specify whether to show sites in columns by selecting Multi-feature table.
      • Use the Size fields to specify columns, rows, and features (if applicable).
      • Check the View as chart check box to allow viewers of the infographic to switch the table view to a chart.
    • Click Panel background and use the color picker to select a color. Note that the selected color affects the background of the panel, not the table cells themselves. The selected color is only visible in cells with a transparent fill.
  3. To change the width or height of a column or row in the table, hover over its border and drag to resize. For a cell containing text, click the cell to edit the text.
  4. To filter or sort the table, do any of the following:
    • Click Filter Filter and select Apply a default filter. Select a filtering method in the drop-down menu.
    • Click Sort Sort and use the Enable sorting check box to turn the sorting capability on or off for viewers of the infographic. If sorting is enabled, you can select Apply default sorting and then select a column and sorting method.
  5. To modify cells, select one or more cells and do any of the following:
    • Click Options Options and do any of the following:
      • Use the Style cell tab to format the text, layout, ToolTips, and cell borders. You can specify the display format for cells that contain data values.
      • Use the Add variable tab to use the data browser to create a custom variable or add a saved variable to the table.
      • Use the Calculate totals tab to add a row or column summing or averaging the selected variable values.
      • Use the Calculate column tab to add a new column displaying an additional calculation for a selected data value. The available options depend on the selected variable.
      • Use the Modify table tab to copy, paste, or clear cell contents, style, or format. You can also insert and delete rows and specify row and column size.

    • Click Add element to cell and use the drop-down menu to select a shape, icon, or image, or add a chart.

    The table preview automatically updates to show your changes.

  6. When you are done modifying the table, click Apply.

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In this topic
  1. Add a table with variables
  2. Add a comparison table
  3. Create a custom table
  4. Modify a table