Grid
allows you to showcase the ranking relationship by the vertical arrangement of items ordered from top to bottom.
NOTE: Before adding the Grid widget to the design layout, make sure to create the data source. You can refer to this section to learn how to create a new data source.
To construct a grid, a minimum requirement of one column is needed. You can visualize both measure, calculated measure, and dimension column data in the grid control. You can also add a column that is hidden from the view by adding the column to the hidden columns section. The data of these columns will be hidden from the view but can be used for filtering other widgets in the dashboard.
The following steps explains data configuration of grid:
Properties
icon in the configuration panel.properties
panel of the widget will be displayed as shown in the following screenshot. Now, switch to the ASSIGN DATA
tab.ASSIGN DATA
tab will be opened with available columns from the connected data source.Bind column by dragging and dropping element from Measures
or Dimension
section to Columns
section.
Image: Visualization of grid widget after configuration.
NOTE: 1000 records are displayed by default for the optimized Grid rendering performance (100 records in mobile view) and then additional rows will be scrolled virtually on-demand.
NOTE: If any of the Grid columns have conditional formatting, bar template, or KPI applied only 100 records will be fetched by default and then scrolled on-demand.
You can drag and drop the elements to Hidden Columns
if required. Based on the hidden column elements, the values will be shown in grid widget.
You can Rename,
filter,
format,
and sort
the data displayed in the widget from the settings menu options. To open the settings menu,
click the settings icon.
The configured field names can be edited by using the Rename
option provided in the settings menu.
You can change the aggregation type of the measure section from the settings menu as shown in the following screenshot. Refer to this section for more details.
You can use the filters to change the values by selecting the Filter
option. For more details, refer to the Measure filter and dimension filter.
You can format the elements by selecting the Format
option. For more details, refer to the measure format.
Image: Grid widget after applying the measure formatting
You can format the grid for better illustration of the view that you require using the settings available in Properties
tab.
This allows you to set title
for this grid widget.
This allow you to set subtitle
for this grid widget.
This allows you to set a brief explanation about this grid widget.
This option allows you to toggle the visibility of tooltip in a grid.
You can toggle the interactive sorting of columns in grid control using this option. It is enabled by default.
The columns in the grid can be made to auto-size based on the length of the content of the column. This option is not enabled by default.
This allows you to wrapping whole the text if text length is high.
You can enable or disable horizontal grid lines in the grid control. This option is enabled by default.
You can enable or disable vertical lines in the grid control. This option is enabled by default.
This allows you to enable or disable the border of the grid control. This option is enabled by default.
This allows you to differentiate alternative rows
of the grid by the background color. If you enable this property, the alternative rows change their background color as #F7F7F7
by default. It can be customized from the Content Settings
section.
This Section allows you to add a summary row at end of the grid container.
If you enable the Enable Summary Row
option, following window shows.
Click on Add Summary
to add a summary row
Type
This option allows you to customize the aggregation type of the summary row.
Title
This option allows you to customize the title of the summary row
Show Value
This option allows you to customize the visibility of the summary value of a column in the summary row.
Title Color
This option allows you to customize the grid summary row title color.
Value Color
This option allows you to customize the grid summary row value color.
Format
This option allows you to measure the format of the summary value. For more details, refer to the measure format.
Delete
This option allows you to delete the summary row.
We can configure summary rows for each column by clicking on the respective column.
After configuring the summary rows and customizing the properties, click the update button. We can then see the summary rows added at the bottom of the grid, as shown in the image below.
You can customize the summary row background color by using this property. The default color of the summary row background is same as grid header color, which is #f3f7fa
.
This property picks auto height for grid summary row when it is enabled, otherwise it allows you to choose fixed height from Height
property. This option is enabled by default.
You can enable this property by disabling Auto Height
, You can use the Height
property to view the entire summary row when creating more than one Summary row. You can customize the height of the grid summary row by increasing or decreasing the values. The minimum value of this property is 10.
This property picks auto padding for grid summary row when it is enabled, The default value of this auto padding is 15. This option is enabled by default.
You can enable this property by disabling Auto Padding
, You can increase or decrease the space between top and bottom of the border by adjusting the padding
option.
This property picks auto font-size for grid summary row title and value when it is enabled, The default value of this auto font-size is 12. This option is enabled by default.
You can enable this property by disabling Auto Font Size
, Which allows you to adjust the font size of the grid summary row title and value.
You can edit the existing summary row configuration by using this Customize
button. Upon clicking the Customize
button, The summary row dialog will appear displaying the current configuration, as shown in the image below.
This option allows you to enable the pagination in a Grid. When this option is enabled, the pager is enabled in the footer part and you can see the option to navigate pages like previous, next, and text box for choosing a required page and a total record count of bounded columns result.
Enabling this option will fetch the entire record on initial load and there will not be any waiting indicator is shown on navigating between the pages.
This option allows you to set a number of records that need to be fetched on the initial load. This also acts as page size for the pagination case.
This section allows you to format the grid header visibility, color, and font-size.
This allows you to enable or disable the grid header. This option is enabled by default.
If we uncheck Show Header
, dependent properties will be hidden which are Foreground color, Background color, Row height, Auto font size, padding.
You can customize the header font color. The default color of the header font is #2d3748.
You can customize the header background color. The default color of the header background is #f3f7fa.
You can customize the height of the grid header by increasing or decreasing the values.
This property picks auto font-size for grid header when it is enabled, otherwise it allows you to choose fixed font-size from Font Size
property. This option is enabled by default.
You can enable this property by disabling Auto Font Size,
which allows you to change the font size of the grid header.
You can increase or decrease the space between the border and the header by adjusting the padding
option. The value can range between 1 and 20.
This section allows you to format the grid row height, color, and font-size.
You can customize the font color. The default color of the font is #000000.
You can customize the background color. The default color of the background is #ffffff.
You can customize the font color of alternative rows. The default color of the alternative font is #000000.
This property can be displayed by enabling the Enable Alternative Row.
You can customize the background color of alternative rows. The default color of the alternative background is #f7f7f7.
This property can be displayed by enabling the Enable Alternative Row.
You can customize the height of the grid rows. The default value is 32 and maximum value is 120.
This property picks auto font-size for grid rows when it is enabled, otherwise, it allows you to choose fixed font-size from the Font Size
property. This option is enabled by default.
You can enable this property by disabling Auto Font Size,
which allows you to change the font size of grid content.
You can increase or decrease the space between the border and the header by adjusting the padding
option.
After customizing the content settings
This allows you to enable a filter box for each column in the grid for easy filtering of data using this option.
The below filtering options are supported in Allow filtering
:
For Measure Fields
<[numeric value]
- Returns the value less than the numeric value<=[numeric value]
- Returns the value less than or equal to the numeric value>[numeric value]
- Returns the value less than the numeric value>=[numeric value]
-Returns the value less than or equal to the numeric value[numeric value]
- Return the value equal to the numeric valueFor Dimensional Fields
[text]
- It perform contains operation[text]*
- It performs start with operation*[text]
- It performs ends with operation[text1],[text2]
- search multiple text by using ,
This allows you to define this grid widget as a master widget such that its filter action can be made to listen by other widgets in the dashboard.
This allows you to define this grid widget to ignore responding to the filter actions applied on other widgets in dashboard.
Using this option, you can enable or disable hierarchical top N filtering. While applying Top N filter with multiple dimension columns, the data returned can be customized based on whether the filtering need to be done as flat or based on the hierarchy of dimension columns added.
When the Hierarchical Filter option is enabled, the Top N will be applied for each individual column separately based on the number set for each column.
This section allows you to format the grid column based on alignment, width, and KPI customization.
If you click the Customize
button, the window will render like this.
Header Align - You can align the header of the column by left, right, and center alignment for each column.
Content Align - You can align the content of the column by left, right, and center alignment for each column.
Column Width - You can specify the width for a particular column by entering numeric values in the textbox. To set width to default, clear the entered value from the textbox.
You can add Key Performance Indicator (KPI)
columns to grid control by navigating to the KPI Expression window by clicking the Add KPI button from the property panel at the top.
A Key Performance Indicator changes each column color depending on its relation to a target line value.
+
button to create a new KPI column.KPI Expression
dialog.From the KPI Expression
dialog, you can specify the name of the KPI and the column whose values need to be considered as actual values, and the column that needs to be considered as a target.
The value type can be set based on which the KPI will be calculated. The following value types are available:
The result can be set to showcase the result as gain or loss based on which the value will be visualized. You can choose the type as value or graphical bar to showcase the data in the column.
The KPI column can be filtered based on the measure values bind to the KPI. You can set measure filter by clicking the filter icon button, which will open the Measure Filter dialog from where you can specify the column and the condition for filtering the data showcased.
The values showcased in KPI column can be formatted as any other measure column. You can open the Measure Formatting dialog box by clicking the format
KPI column button. This allows you to handle different formatting options such as display type, representation, decimal places, and currency culture to the respective KPI column added.
You can Edit KPI column by clicking the Edit
KPI column icon.
You can delete KPI column by clicking the Delete
KPI column.
This action cannot be undone.
You can define the column value represented as text, bar, or condition-based coloring. This lists out the columns, which are added to the grid widget.
For each of those columns, the value representation can be configured using the options displayed at the right side.
Select value as display type to get the column values represented as it is.
This property allows you to configure the color, shape, and range of progress bar from the Bar Settings
dialog.
To customize the progress bar, open the Bar Settings
dialog by selecting the Bar
radio button from the Formatting
section.
Dialog can be opened by selecting the Bar
radio button for initial configuration, thereafter, click the Customize
button.
Hide Bar Text Text of the progress bar can be able to enable or disable. By default, the text is enabled for the progress bar.
Bar Text The Progress bar text color can be changed by using this property.
Positive Bar The Progress bar background color for positive values can be changed.
Negative Bar The Progress bar background color for negative values can be changed.
Bar Style This property allows you to change bar shape. The dropdown contains two shapes Cylinder
and Rectangle
.
Minimum The minimum property renders the progress bar from the given value. It contains two modes in the dropdown to configure the minimum value.
Lowest Value - It takes the default minimum value to render the progress bar.
Customize - Selecting this property will enable the text box. Users can be able to customize the minimum value, by entering a numeric value in the text box.
Maximum The maximum property renders the progress bar up to the given value. It contains two modes in the dropdown to configure the maximum value,
Highest Value - It takes the default maximum value to render the progress bar.
Customize - Selecting this property will enable the text box. Users can be able to customize the maximum value, by entering a numeric value in the text box.
Click the OK
button to apply the changes to the grid.
Select Advance setting to configure conditions and apply color to the cells based on that. Click here for more details.
To configure the linking to URL or dashboard with the widget using its settings. For more details, refer to the Linking.
If you have the requirement to highlight any data based on some conditions, you have to enable the advanced formatting option.
In the properties
pane, under the Formatting section
, click the Advanced Setting
radio button.
This will open the Conditional Formatting
dialog.
Gradient: You can customize the cell background color of the grid columns using the gradient based conditional formatting. This is the default mode.
Rule based: This allows you to customize the cell color and the text style of the grid columns.
You can choose the field from the Based-On section to apply the conditions from the highlighted drop-down.
You can select the summary type for the selected measure field.
You can define your range by entering the low, mid, and high values.
NOTE: It is optional, if no value is entered, then the ranges will be auto calculated based on the minimum and maximum values from the data source.
The value type drop-down allows you to choose whether to apply the direct value (specific number like three goals, order ID 10248) or percentage (values above 30% or 50 %).
You can give a meaningful name to the applied conditions using the highlighted text box.
Choose the condition for measure field from the highlighted conditions.
If you have selected the dimension as a based-on field and want to use text condition, the following text-based conditions are available.
NOTE: The text-based condition type will be enabled only when the dimension selected is used as the based-on field.
Enter the condition value.
Allows you to choose the title font style. (Bold, Italic, Underline, and Superscript
).
For the dimensions, the case sensitive option is provided to choose whether the entered value is case sensitive or not.
Select the checkbox provided near the options to customize the properties, similarly, click the font style icons for applying them as shown in the following screenshot.
Figure: Grid widget the applied customization
This allows you to handle the alignment of widget title to either left, center, or right.
This allows you to apply the text color
to the widget title.
On enabling Auto Font Size, the font size of the title will be adjusted automatically if the resolution of the screen varies.
Font Size
This allows you to apply the specified font size to the widget title if the Title Auto Font Size is disabled. The value can range between 10 and 44.
On enabling Auto Font Size, the font size of the subtitle will be adjusted automatically if the resolution of the screen varies.
Font Size
This allows you to apply the specified size of the font to the widget title if the Subtitle Auto Font Size is disabled. The value can range between 10 and 32.
On enabling Auto Padding, the padding of the widget container will be adjusted automatically if the size of the widget varies.
Padding
This allows you to customize the padding of the widget container if the Auto Padding is disabled. Value can be between 0 and 25.
This allows you to toggle the visibility of the border surrounding the widget.
This allows you to apply the specified radius to the widget corners if the Show Border is enabled. The value can range between 0 and 10.
You can change the transparency from 0 to 1.
This allows you to toggle the visibility of the shadow
surrounding the widget.
This allows you to enable or disable the widget title of the Grid.
This allows you to enable or disable the maximized mode of the Grid. The visibility of the maximize icon in the widget header will be defined based on the setting in the viewer.
This allows you to enable or disable the CSV export option for the Grid. Enabling this allows you to export the summarized data of the widget view to CSV format in the viewer.
This allows you to enable or disable the Excel export option for the Grid. Enabling this allows you to export the summarized data of the widget view to (.xlsx or .xls) format in the viewer.
This allows you to enable or disable the image export option for the Grid. Enabling this allows you to export the view of the widget to image format (.jpg), (.png), or (.bmp) in the viewer.
This allows you to enable or disable the PDF export option for the Grid. Enabling this allows you to export the view of the widget to pdf format in the viewer.
This allows you to enable or disable comment for the dashboard widget. For more details, refer to this link.
This allows you to visualize the raw data associated with a widget at runtime.
This allows you to pin the widget.