# Table Chart

## Creating a Table Chart

### 1. What is a Table Chart and When to Use It?

A **Table Chart** presents data in a structured, grid-based format of rows and columns. It’s ideal for showing both individual records and aggregated metrics across categories with clarity and precision.

#### When to Use a Table Chart

Use a Table Chart when:

* You need to **present exact numerical values**.
* You’re comparing **multiple metrics** across time or categories.
* You require a **clear, report-friendly layout**.
* You want to **filter, sort, or pivot** the data interactively.

#### Example Use Case

> *“Show yearly Number of Orders, Total Sales, Total Profit, and Profit Margin in a Table.”*

This allows users to analyze yearly performance data in a clean, organized manner.

***

### 2. Steps to Create a Table Chart

#### 1. Enter Your Prompt

Begin by entering a descriptive query in natural language.

Example:

```
Show yearly Number of Orders, Total Sales, Total Profit and Profit Margin in a Table
```

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2Fp9NBkz6XbSsbs65AGeI8%2Fstep1.jpg?alt=media&#x26;token=e77682a9-eb4c-4bd9-918b-8caeed7f637e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FMjsYLlEhBD5QRrfwBMId%2Fstep1.1.jpg?alt=media&#x26;token=19dc9472-cd8f-419b-b73e-88f2176105cd" alt=""><figcaption></figcaption></figure>

***

#### 2. Choose a Data Source and Click "Next"

After entering your prompt, click **Next** to proceed to data source selection.

You can:

* **Upload a new dataset** (CSV or Excel)
* **Select an existing dataset** from the dropdown list\
  (e.g., `global_superstore_orders`)

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FKCYVAAgOKg7MFqrWzDW0%2Fstep2.jpg?alt=media&#x26;token=f6958e00-6c71-49ff-a479-906930546b09" alt=""><figcaption></figcaption></figure>

***

#### 3. Data Selection and Configuration

Once the dataset is selected, configure how the table will display your data.

You can map columns to:

* **Dimensions** (e.g., `OrderYear`) — groupings
* **Metrics** (e.g., `TotalSales`, `ProfitMargin`) — calculations
* **Order By** — sort logic
* **Filters** — apply constraints
* **Pivot** — transform rows into columns (optional)

Use the drag-and-drop configuration area to set these fields. The chart updates in real time based on your selections.

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FTBiG4DgH2lkeqGfBluuV%2Fstep3.jpg?alt=media&#x26;token=d7b71a9a-47a3-41df-a307-7287a59139e1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2Fc6d1r3CtuZ2wqCnts3sP%2Fstep3.1.jpg?alt=media&#x26;token=562d1870-9fe1-43ea-b097-d314733a620d" alt=""><figcaption></figcaption></figure>

***

### 4. Styling the Table Chart (Optional)

To customize the appearance of your table, use the **Advanced Editor**.

#### Click "ADVANCED EDITOR"

This reveals styling options for various components of the chart.

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2Fjk2k8vQIaZSm4Ye6hm0d%2Fadvance%20editor.jpg?alt=media&#x26;token=b36ef738-0ce4-4b7b-a190-3d28bdaa1b8b" alt=""><figcaption></figcaption></figure>

***

#### Style Configuration Panel

The **Styles** panel allows you to control the appearance of your table:

**1. Chart Background**

Customize the overall chart container’s background color.

***

**2. Table Header**

Adjust the look of the header row:

* **Visible**: Toggle header display.
* **Font**: Choose typeface and size.
* **Text/Background**: Pick colors.
* **Bold/Italic**: Style font.
* **Fixed Header**: Keeps header visible on scroll.
* **Capitalized**: Forces uppercase labels.
* **Text Align & Highlight Column**: Align text or highlight key column.

***

**3. Table Body**

Control how the table rows appear:

* **Font**: Set style and size.
* **Bold/Italic**: Emphasize content.
* **Row Colors**: Define alternating row backgrounds.
* **Opacity**: Adjust visual contrast.
* **Row Numbers**: Enable row indexing.
* **Display Density**: Set padding levels.
* **Fixed Rows/Columns**: Lock certain rows or columns on scroll.
* **Fixed Cell Background**: Customize locked cell colors.

***

**4. Table Footer**

Manage pagination and footer-level settings:

* **Pagination**: Set page size (e.g., 50 rows per page).
* **Aggregation**: Add summary/total row and lock it with **Fixed Aggregation Row**.

***

**5. Series**

* **Apply To**: Select which column to format.
* **Type & Show As**: Choose data representation.
* **Decimals**: Round numeric precision.
* **Sortable**: Allow sorting on the column.
* **Text Alignment**: Set horizontal alignment.
* **Gradient**: Add color scales.
* **Append Symbol/Merge Rows**: Useful for metrics or summary views.
* **Add Rule**: Apply conditional formatting.

These configurations enhance clarity and visual appeal for reports and dashboards.

<figure><img src="https://2441185785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeTNY9XuZbora2UmeM4sm%2Fuploads%2FdOmR3FmYvhoEFaUxPVcW%2Fadvance%20editor%20style%20config.jpg?alt=media&#x26;token=b7c2d02d-f04c-446b-b5bd-b118e6663808" alt=""><figcaption></figcaption></figure>


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