Creating and Formatting Tables

Table visuals can be used to show exact values or to group numerical data.

  1. Open the report in Editing view.
  2. In the Visualizations pane, select Table.
    The Visualizations pane with the Table option circled in red.
    A table appears on the report canvas.
  3. In the Fields pane, select the fields to include in the table.
  4. Update the column order:
    1. Select the table visual.
    2. In the Visualizations pane, select Fields.
    3. In the Values area, arrange the fields in the desired order.
      The Visualizations pane showing
    The columns in the table match the new field order.
    A table visual.
  5. Format the table:
    1. In the Visualizations pane, select Format.
      The Visualizations pane with the Format option circled in red.
    2. Set the table size and position on the report canvas, or define it in the General section using the X Position, Y Position, Width, and Height options.
    3. Define Alt Text that describes the table for screen readers.
    4. In the Style section, choose a new table Style or Revert to default.
    5. Define other formatting options as desired.
      Formatting options include things like changing the table's column headers and the column header background color, changing the visual icon color, and defining whether certain Visual header options (action items) should be available (for example, the More options icon). Formatting can help power users make information even more accessible to consumers reading the report.