Normally, when you are creating a table component in a Dashboard, you find that the default option for tables is 2 rows. In this particular case we were trying to create a table that shows the amount of hours spent (Billable + Non Billable) vs. the amount of budget hours for the projects in our organization. We were having a hard time trying to modify the dashboard component directly until we realized that the changes needed to be done in the source report first.
Note: To maintain the confidentiality of our projects and customers we have hidden sensitive information in the images below.
Steps to create a 3-column table component in a Dashboard
- Customize the Source Report: Add the necessary grouping and summarized fields
First we need to have a Summary Report in which we can visualize both values: Hours Spent (B + NB) and Hours Budget for Projects. Our report was grouped by Project Name with the summarized fields using SUM for Hours Spent (B + NB) and Hours Budget:
- Customize the Source Report: Add a chart that shows both values for the table component in the dashboard
Once we have the grouping and summarized fields we need to add a chart that shows both values: Hours Spent (B + NB) and Hours Budget for Projects.
In our case, we selected the Vertical Chart type.
We setY-Axis to the first value we wished to display in our table component: Hours Budget
We set X-Axis to the appropriate grouping value: Project Name
We selected Plot additional values in the Combination Charts section
We set Display to Column
We set Value to the other value we wished to display in our table component: Hours Spent (B + NB)
Once the configuration is done and you have checked in the source report that the correct values are being displayed, you can proceed to save the report.
- Add the table component to the Dashboard
Once the report is ready we proceed to edit the Dashboard:
– Add the table component
– Add the source report you have customized
– Click on the Wrench Icon to Edit the component attributes
– Make sure the checkbox “Use chart as defined in source report” is not marked
– In the formatting tab, click on Customize table
– Select Column 1 to be your grouping value. In our case, it is Project Name
– Select Column 2 to be the second value you wish to display. In our case, we used Hours Budget
– Select Column 3 to be the third value you wish to display. In our case, it is Hours Spent (B + NB)
Note: You can add up to 4 columns if you need to display more information in your table component.
As an optional step, you can sort the table using one of the columns and you can add conditional highlighting.
Note: You can sort using only one column and the conditional highlighting applies to the first column with numbers, in our case is Hours Budget.
Once the configuration is done and you have checked in the Dashboard that the correct values are being displayed, you can proceed to save your Dashboard.
Now you know how to create table components in Dashboards with up to 4 columns.