Insights provides several ways to configure tables for more visual and interactive data sharing. These include layout controls, in-line visualizations, conditional formatting, and other display options. It's important to note that the table visualization is separate from the results table—think of it as the way you want to present the data.
There are three ways to interact with a table in Insights:
Directly in the table
Using the "Table" panel in the Options menu
Using the "Style" panel in the Options menu
1. Directly in the Table
Similar to interacting with the Results tab, you can drag and drop columns and use the three-dot menu directly in the table visualization to customize what you see.
Show / Hide Columns
Right-click a column in the results to hide it.
Restore hidden columns via the table's configuration or the three-dot menu.
Column Reordering & Sorting
Drag column headers to rearrange them.
Sort columns or pivot fields by clicking the field header.
Measures and dimensions can be interspersed if there's no pivot applied.
Pivot Sorting
Sort pivoted fields by clicking the pivot field header.
You can also sort rows (including totals) by clicking the row number (the blank row number for totals).
2. Using the "Table" Panel in the Options Menu
Open the Options menu and select the Table tab to further refine how your table looks and behaves.
2.1 Column Width
Stretch mode: Expands columns to fill available space.
Fixed mode: Maintains column width, leaving extra space in the table tile if needed.
2.2 Header Text
Choose to truncate or wrap header text when it doesn't fit.
2.3 Show / Hide View Names
Toggle whether view names appear in the table.
2.4 Subtotals & Group Dimensions
If multiple dimensions exist per row, turning this on groups them into expandable sections.
Subtotals are then available for those grouped dimensions.
2.5 Pivots
Drag and drop fields to pivot the table.
Pivots are hidden from the table itself but indexed to their series value.
2.6 Fields
In this section, you can add fields to your table or reorder existing ones. Each field has three tabs for further configuration:
2.6.1 Field Tab
Label: Rename the field label displayed in the table.
Alignment: Left, center, or right.
Word Wrap: Wrap or truncate the text if it’s too long.
Hide: Hide or unhide columns directly in this menu.
Format: Adjust number formatting (for instance, abbreviating large numbers).
2.6.2 Conditional Format Tab
Applies to numeric values and is influenced by your display selection (Value, Bar, Image, Link). You can:
Use conditional formatting to color cells based on min/max value ranges.
Treat nulls as 0 or exclude them from the distribution.
Value Shading: Apply background shading to indicate magnitude.
Color Formatting Rules: Set thresholds to highlight key values.
2.6.3 Display Tab
You can choose how the data should appear. Insights supports four main display options:
Value
Shows the raw text or numeric content from the field.
Bar
Highlights relative sizes or data disparities.
Bars now account for both positive and negative values, so they may require enough column width.
Label Align: default (outside text) works best if the column is wide; centered bars can overlap text if columns are narrow.
Images
Displays images from your database.
Set image height and width.
Optionally link images to external pages or embed events.
Links
Converts the field into a clickable hyperlink.
For dynamic URLs, build the link in a calculation, then hide that field and map its parameter.
Best Practice: When deciding between Value, Bar, Images, or Links, consider the space available in your table, as well as the type of insight you want to convey. Bars are especially useful for spotting large disparities but need enough column width to display both positive and negative values. If space is tight or text is hard to read, try conditional formatting with shading or color rules for clarity. For quick scans of large datasets, Value (potentially with abbreviations) often works best. Meanwhile, Images and Links add more interactivity if you need to visually engage users or direct them elsewhere. Balancing readability and visual cues will help ensure your table drives effective analysis. If you have questions about which option is right for your data, feel free to reach out to the Advisory team.
3. Using the "Style" Panel in the Options Menu
Select the Style tab for overall table aesthetics and layout.
Table Styling & Row Formatting
Adjust descriptions, row numbers, row banding, text, and background colors.
Banding alternates rows between a base color (white) and a secondary color (gray).
Table Colors
Configure backgrounds and text for headers, table values, row banding, hover effects, and totals.
Use the color slider to adjust transparency.
Copying Table Color Palettes
The three-dot menu lets you reset colors to default, copy hex codes for reuse, or apply colors from another table.
For example:
{"header":{"fontColor":"#fefefe","backgroundColor":"#FF5788"},"banding":{"backgroundColor":"#ffeff3ff"}}This JSON can be shared with others to maintain consistent color schemes.