Table Chart

In this article, we will explain how to create and customize a Annotation chart. So let's get started!

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.

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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

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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)

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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.

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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.

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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.

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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.

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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.

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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.

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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.