Report Editor: Creating a table

Tables are the simplest way to visualize your data. Any combination of data fields is possible. This means a visualization is always possible, regardless of which data fields from the list are dragged into the columns and rows bar. In the example table, an overview of applications and corresponding financial information is configured. Also, the data is filtered based on a specific attribute. This table is very useful for exporting data from BlueDolphin in Excel or any other format.

1. In the example below, three data fields from the Fields category have been dragged to the columns bar. Each data field now has a column in the table. The order of fields in the columns bar determines the order of columns in the table.

2. The data fields from the measures category can also be added to the table.

3. The table is now displaying a large number of objects that are not relevant in the overview that we are creating. To only show financial information about software related objects, we need to define a filter for the Object type field. To do this, right-click the Object type field and choose Create Filter. A new filter will appear in the right column of the screen. We can choose what kind of filter it should be by clicking equals. We are going to select is one of, which allows us to filter out a selection of object types. When the filter is ready, click the Apply button below to activate all filters.

4. When a data field is dragged into the groups bar, all columns will display the values grouped into whatever values the data field in the groups bar contains. In the example below, we are using the Object type data field to group financial information.

The table is now finished, but it is only showing sample data. We need to change the Sample data option to Full data to display the complete set of data. The sample data option is very useful when configuring a report, because it allows for quick interaction. When configuration is finished, keep in mind to always switch to full data.