Visualize your Data with Tables

To start, let’s create a new responsive page.

1. On the Tab bar, click the + icon and select Responsive

2. Add a top lane and left lane just like we did for Page 1 as shown below

On this new responsive page, we will add a table to display Customer Satisfaction, Number of Issues Reported, and Quantity Sold for each manager in this new page.

3. Click Insert > Table and open the Builder tab in the Designer Panel

4. Under Rows, add Managers as a dimension

5. Under Filters, select Customer Satisfaction, Numbers of Issues Reported, and Quantity Sold as measures then click OK

6. Resize the table to fit half the dashboard

Click here to learn more.

Thresholds can be added to tables to compare measures to a fixed range or to other measures. In this example, we’ll add thresholds to alert the managers if the Number of Issues reported become too high.

7. Right-click on the Number of Issues reported column of the table

8. Hover over Thresholds and select + New Threshold …

You’ll then be prompted to enter values for measure threshold’s number range.

9. Enter the following:

• OK = min < 10,000

• Warning = 10,000 < 15,000

• Critical = 15,000 < max

10. Click Apply

You can now immediately see each manager’s number of issues reported in their respective threshold groups. Let’s go further and change the threshold alert display.

11. Open the Styling tab in the Designer Panel.

12. Under Threshold Styles, select Color Values

Click here to learn more. Before moving on, let’s sort this table from highest to lowest in Quantity sold to make it easier to understand, analyze, and visualize.

13. Right-click on the Quantity sold column

14. Select Sort Options > Sort Descending

To visualize a relationship between Quantity Sold and the Number of Issues reported, let’s create a scatter plot.

15. Click the chart icon under Insert in the Toolbar

16. Select Scatter plot under the Correlation Chart Structure

17. Choose Quantity sold as the X-Axis measure, Number of Issues reported as the Y-measure, and Manager as the dimension

18. Drag the chart to fill the right half of the dashboard

19. Copy the image logo and two Numeric Point charts from Page 1 to the top lane of Page 2

20. Change the primary value measure of the first Numeric Point chart to Customer Satisfaction

21. Rename the chart to “Customer Satisfaction 2021”

22. Do the same for the second Numeric Point chart with measure Number of Issues reported and chart title “Issues Reported 2021”

It is best practice to save regularly. Before moving on, click Save.