1. Data Table – Custom Data Table
1. In the newly created dashboard section the in the dashboard tab, click ‘+ Item’ and select ‘Data Table’ from the drop-down menu.
2. In the ‘Table Type’ data field, select ‘Custom’. When selected, this allows the user to customize the data table from columns to rows.
3. Add a ‘Title’ to the Data Table item. The title is limited only to 100 characters.
4. Select to which section you wish to add the Data Table in the ‘Section’ data field.
5. Ticking the ‘Exclude Total Row’ hides the Total Row data column.
6. Add a description for the Data Table Item in the ‘Description’ field limited to 250 characters.
7. To group Data Table columns, click on ‘+ Add Group’. Name the group in the field provided limited only to 150 characters. Add a column or columns by clicking on the ‘+ Add Column’ button.
8. Add a ‘Column Name’ limited to 150 characters. Then select the ‘Data Type’ from the drop-down list.
- NOTE: To re-arrange the Data Columns in a group, click on the three vertical dots icon found at the left part near the Column Name. Click and hold on this icon and drag the column either upwards or downwards.
9. In the ‘Add Row(s)’ section, you can add a row by clicking on the ‘+ Add Row’ button. Add a title limited to 150 characters.
10. Enter the cell value under the column by clicking on the pencil icon or the blank data field.
- Cell Value: Manual – when selected, allows the user to enter data manually. Tick the checkbox to enable this option. Click the Update button once done.
- Cell Value: Data Source – when selected, allows the user to derive the cell values from the Data Source. Select the Data Source Period and Actual from the drop down list. Click the Update button once done.
11. In the ‘Table’ section, tick the checkbox button beside the row Title for the data to be displayed in the dashboard section.
12. Once all the pre-requisite data have been added, click on the ‘Add Item’ button to save the changes.
