🛠 Help – Creating a Table Configuration
The configuration feature allows you to save how you want to view your data in the table by customizing several elements.
🔧 Configurable elements
You can configure:
Columns: choose the KPIs to display (e.g. Revenue, Margin, Store Count, etc.)
Group by: lets you aggregate data by a specific axis (e.g. by region, channel, or manager)
Split by: lets you display detailed rows within each group
Example: group by region and split by store → you get one row per store within each region.Sort by: defines the order of rows (e.g. descending by revenue)
💾 Saving a configuration
In the configuration window:
Name: choose a name with fewer than 10 characters (unavailable if defaut checked)
Default: check this box to automatically load this configuration every time the table opens
Public (admins only): makes the configuration available to all users
📚 Accessing your saved configurations
Your saved configurations can be accessed directly from the table screen:
Click the
Configdropdown (top left of the table)Select one of your personal or public configurations from the list
✅ Best practices
Use clear names (e.g.
Store View,Weekly Analysis, etc.)Create different configurations for different needs: mobile, deep dive, simplified view…
Update your configurations regularly to keep them relevant