Adding a Table Widget

To add a table widget, do the following:
  1. Drag the table widget to the Build Dashboard area.
  2. Click (gear) on the widget to edit the settings.
  3. Enter a title for the table. This title is displayed on the dashboard.
  4. (Optional) Select
    Can Export
    to allow the table to be exported to a Microsoft Excel spreadsheet. The dashboard option Allow Export must also be selected.
  5. (Optional) Select
    Can Page
    to allow pagination of long tables.
    Best practice is to select this option.
  6. (Optional) Select
    Show Record Count
    to enable showing the record count with the table. The record count appears below the table.
  7. (Can Page only) Enter the number of rows to display on each page in the Page Size field.
  8. Select the type of query. The options are MDX/Cube Query or SQL/Database Query.
  9. Select the connection.
  10. Enter the server name. This is the server that has the data.
  11. Select the database.
  12. (MDX query only) Select the cube to query.
  13. (Optional) Click
    Cache Query
    to cache the query results.
  14. Define the query as follows:
    Modifying an MDX query using the Query Editor invalidates and disables the Query Designer for the widget.
    • For an MDX query, select the fields by dragging the field to the Selected Fields area, and entering additional query specifications in the MDX Segments area. The Query Editor can also be used to enter an MDX query.
    • For a SQL query, enter a query in the Query Editor area.
  15. Click
    Generate Columns
    under the Columns tab to generate the columns for the query.
  16. (Optional) Edit the column elements listed in the Column Source area by clicking an element, and selecting
    Edit
    . After you have made your changes, click
    Update
    to save.
    You can customize elements, such as the following:
    • Change the text that appears for the Measure Label
    • Set word wrap for displayed text
    • Define which columns are exportable to Microsoft Excel
    • Set the number format
    • Set the Group By option
    Only one column can be selected as the Group By column.
    For Gantt charts, ensure that the start and end date columns are identified in the Column Collection section.
  17. Set entity actions for the chart as follows. Entity actions allow the user to act on an entry while viewing a dashboard.
    1. Click
      Entity Actions
      tab.
    2. Double-click an entity action name.
    3. Double-click the phrase
      Please select a column name
      to view the list of available columns from the query.
    4. Select the column.
    5. Repeat the procedure to have additional entity actions.
  18. Click
    Save
    to save the widget, and then click
    Save
    to save the dashboard.