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Simple Table Widget (CX)

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About Simple Table Widgets

The simple table widget organizes data into a table with one or more metrics as columns and the values of a field from the dataset as rows.
Simple Table widget

Field Type Compatibility

The simple table widget is compatible with the following field types:

Only fields with the above type will be available when selecting the rows for the simple table widget.

Basic Setup

Simple tables can be configured in a lot of different ways – it’s all dependent on your data visualization needs. Here we’ll cover the primary fields you can fill out to start displaying data in your widget.

  1. Click Add Metric to add a metric (or multiple metrics) to your simple table.
    Simple table being edited. Only a metric is added, so all the table shows is an average csat of 2.4 in small text. No other rows or columns yet

    Qtip: You have many different metrics to choose from, including count (number of responses), average, sum, maximum, minimum, and more. To learn more about what each metric means and how to configure them, see Widget Metrics.
    Qtip: If you add multiple metrics, you won’t be able to add a column breakout, since the columns of your table will be broken out by the different metrics you’ve added.
  2. Click Set Row Dimension to break out your rows by another field.
    Example: If we add department as a row dimension, we can see average CSAT by each department, instead of just one average CSAT value for all the data in the dashboard.
  3. If you have only one metric in your table, you can click Set Column Dimension to determine the breakout for the columns. That means there will be a column for each possible value of the field you choose, and the metric will be the calculated value for each row and column.
    Simple table now also has a row added, so we see separate CSATs for different departments, such as marketing, customer success, and sales. These are rows of the table
    Example: This table shows average CSAT per department per year. So we can see the CSAT for Marketing in 2018 was 4.3, in 2019 was 3.1, and so on.
    Now the table has end date set for the columns, so the rows are departments and the columns are years, and the values in each cell correspond to CSATs for those intersections

Qtip: When selecting a metric, every metric except count will need a field specified. Only a field with the type Number Set or Multi-Answer Text Set will be available. For more on metric options and filters, see Widget Metrics.

Clicking a metric and configuring it

Widget Customization

Include empty responses

When you select Include empty responses, you will show rows of your table even when a given response or row of data has no information for any of the fields you’ve added to the table.

This setting can be found under “Display Options.”

Add Calculation

Clicking Add Calculation under the selected rows adds a calculation column to the table. The default calculation is sum. Sum displays the total for each column in the Sum row. Clicking the calculation box allows you to pick a different aggregate function. The available calculations are: sum, average, maximum, and minimum.

Qtip: Any averages generated in this fashion will be unweighted.

Row and Column options in righthand editing pane

Formatting Rules

Adding formatting rules to your metric allows you to specify how values in a certain range are formatted on the Simple table. This is useful if you would like to be able to easily differentiate cells on the table based on their value. To access formatting rules:

  1. Click the desired metric.
    image of how to access formatting rules for a metric in a simple table
  2. Select the Options tab at the top of the metric window.
  3. Click Edit Rules under Formatting Rules.
  4. Click Add Rule to add a new formatting rule.
    image of the add rule button in the formatting rules window
  5. Configure your rule. Use the A button to specify the formatting you’d like to apply. Select a condition from the dropdown and enter a numeric value in the entry box.
    image of the formatting rules editor screen
  6. Use the + sign to add additional formatting rules and the sign to delete rules.

Significance Testing

Dashboards can help you understand whether the differences you see over time or between groups are statistically significant, and therefore worthy of driving important business decisions. With significance testing in simple line charts and simple tables, you can discover what data changes matter most.

See Significance Testing in Simple Charts & Simple Tables (CX) for more information.

Rolling Calculations

Rolling calculations are a means of applying a metric over a set of data points composed of multiple periods. The rolling calculations options are rolling averages and rolling metrics.

See Rolling Calculations in Widget Metrics for more information.