Configuring and Formatting Grid
Grid allows you to showcase the ranking relationship by vertical arrangement of items ordered from top to bottom.
How to configure the table data to Grid
Before adding the Grid widget to the design layout, make sure to create the data source. You can refer to this section to learn how to create a new data source.
To construct a grid, a minimum requirement of one column is needed. You can visualize both measure, calculated measure, and dimension column data in the grid control. You can also add a column that is hidden from the view by adding the column to the hidden columns section. The data of these columns will be hidden from the view but can be used for filtering other widgets in the dashboard.
The following steps explains data configuration of grid:
Step 1: Creating a grid widget
Drag and drop the Grid control icon from the tool box into design panel. You can find control in tool box by search.
Resize the widget as required.
Step 2: Configuring data into the widget
Propertiesicon in the configuration panel.
propertiespanel of the widget will be displayed as shown in the following screenshot. Now, switch to the
The data tab will be opened with available columns from the connected data source.
Bind column by dragging and dropping element from
Dimension section to
Image: Visualization of grid widget after configuration.
1000 records are displayed by default for optimized Grid rendering performance (100 records in mobile view) and then additional rows will be scrolled virtually on demand.
If any of the Grid columns have conditional formatting, bar template or KPI applied only 100 records will be fetched by default and then scrolled on demand.
Hidden column section
You can drag and drop the elements to
Hidden Columns if required. Based on the hidden column elements, the values will be shown in grid widget.
Step 3(Optional): Settings menu options
sort the data displayed in the widget from the settings menu options. To open the
settings menu, click the
Changing the aggregation type
You can change the aggregation type of the measure section from the settings menu as shown in the following screenshot. Refer to this section for more details.
You can Sort the data using
Sort option under Settings menu list. Click here for the detailed steps.
You can format the elements by selecting the Format option. For more details, refer to measure format.
Image: Grid widget after applying the measure formatting
The grid widget column names can be edited by using the
Rename option provided in the settings menu.
Figure: Default column names after widget configuration
Click the settings menu icon and select the
The column name can become editable now. Enter the required text and press
Now, the changes will be reflected in the grid widget.
How to format grid widget
You can format the grid for better illustration of the view that you require using the settings available in
This allows you to set
title for this grid widget.
This allow you to set
subtitle for this grid widget.
This allows you to set brief explanation about this grid widget.
You can toggle the interactive sorting of columns in grid control using this option.
It is enabled by default.
Fit to content
The columns in the grid can be made to auto size based on the length of the content of the column.
This option is not enabled by default.
Horizontal grid lines
You can enable or disable horizontal grid lines in the grid control.
This option is enabled by default.
Vertical grid lines
You can enable or disable vertical lines in the grid control.
This option is enabled by default.
You can customize the height of the grid rows. The default value is 14 and maximum value is 120.
This allows you to enable a filter box for each column in the grid for easy filtering of data using this option.
Act as master widget
This allows you to define this grid widget as a master widget such that its filter action can be made to listen by other widgets in the dashboard.
Ignore Filter Actions
This allows you to define this grid widget to ignore responding to the filter actions applied on other widgets in dashboard.
Enable hierarchical filtering
Using this option, you can enable or disable hierarchical top N filtering. While applying Top N filter with multiple dimension columns, the data returned can be customized based on whether the filtering need to be done as flat or based on the hierarchy of dimension columns added.
When Hierarchical Filter option is enabled, the Top N will be applied for each individual column separately based on the number set for each column.
Key Performance Indicator (KPI)
You can add
Key Performance Indicator (KPI) columns to grid control by navigating to KPI Expression window by clicking the Add KPI button from property panel at top.
Creating a KPI Column
+button to create a new KPI column.
It will open the
KPI Expressiondialog, you can specify name of the KPI and the column whose values need to be considered as actual value and the column that need to be considered as target.
The value type can be set based on which the KPI will be calculated. The following value types are available:
- Actual Variation (Default)
- Actual Value
- Percentage of variation
- Percentage of target
- Value and Percentage
The result can be set to showcase the result as gain or loss based on which the value will be visualized. You can choose the type as value or graphical bar to showcase the data in the column.
KPI column measure filtering
The KPI column can be filtered based on the measure values bind to the KPI. You can set measure filter by clicking the filter icon button, which will open the Measure Filter dialog from where you can specify the column and the condition for filtering the data showcased.
KPI Column measure formatting
The values showcased in KPI column can be formatted as any other measure column. You can open the Measure Formatting dialog box by clicking the
format KPI column button. This allows you to handle different formatting options such as display type, representation, decimal places, and currency culture to the respective KPI column added.
Editing the saved KPI column
You can Edit KPI column by clicking the
Edit KPI column icon.
Deleting a KPI column
You can delete KPI column by clicking the
Delete KPI column.
This action cannot be undone.
This section allows you to format the grid cells.
Header foreground color
This allows you to select the color for the header row’s foreground.
The default value is #ffffff.
Header background color
This allows you to select the color for the header row’s background.
The default value is #f67280.
You can define the column value represented as text, bar, or condition-based coloring. This lists out the columns added to the grid widget.
For each of those columns, the value representation can be configured using options displayed at right.
Select value as display type to get the column values represented as it is.
Select bar as display type to get the column values represented as progress bar.
Select Advance setting to configure conditions and apply color to the cells based on that. Click here for more details.
To configure the linking to URL or dashboard with the widget using its settings. For more details, refer to Linking.
This allows you to customize the widget container appearance and widget title’s properties, and provides options to enable or disable the widget exporting options. For more detailed information, refer to container appearance properties.
How to apply conditional formatting in grid
In case, if you have the requirement to highlight any data based on some conditions, you might be required to enable the advanced formatting option.
How to enable advanced formatting
properties pane, under the
Formatting section, click the
Advanced Setting radio button.
This will open the
Conditional Formatting dialog.
Gradient: You can customize the cell background color of the grid columns using the gradient based conditional formatting. This is the default mode.
Rule based: This allows you to customize the cell color and the text style of the grid columns.
Based on field
You can choose the field from the Based-On section to apply the conditions from the highlighted drop-down.
You can select the summary type for the selected measure field.
Low, mid, and high values
You can define your range by entering the low, mid, and high values.
It is optional, if no value is entered, then the ranges will be auto calculated based on the minimum and maximum values from the data source.
Rule bases mode
The value type drop-down allows you to choose whether to apply the direct value (specific number like three goals, order ID 10248) or percentage (values above 30% or 50 %).
You can give a meaningful name to the applied conditions using the highlighted text box.
Choose the condition for measure field from the highlighted conditions.
If you have selected the dimension as a based-on field and want to use text condition, the following text-based conditions are available.
The text-based condition type will be enabled only when the dimension selected is used as the based-on field.
Enter the condition value.
Allows you to choose the title font style. (
Bold, Italic, Underline, and Superscript).
For the dimensions, case sensitive option is provided to choose whether the entered value is case sensitive or not.
Colors and icons
Select the checkbox provided near the options to customize the properties, similarly click the font style icons for applying them as shown in the following screenshot.
Figure: Applying the conditional formatting to highlight the stock availability based on ordered count and available count.
Figure: Grid widget the applied customization