Table Options in Analysis in Historical Reporting

Table options enable you to hide or show certain columns, sort the data, grouping data together, and decide how many rows are returned for each page of the table.

To generate your own table create an analysis in Historical Reports. On tables in Analysis, you can save tables to the Visual Gallery after you make any changes.

To find the table options, click Show/hide options () next to Table:

Hiding and Showing Columns

To select the columns to show in the table:

  1. Next to table, click Settings ().
  2. Click Columns.
  3.  Select the columns you want to show in the table:
    • Select the checkbox next to the measure or attribute that you want included in the table.
    • Clear the checkbox next to the measure or attribute that you don't want included in the table.
    • Use the (All) check box to select or clear all checkboxes.
  4. Click Ok.

    The table updates to show the columns that you selected.

Alternatively, you can hide a column by clicking the column header in the table to open the options menu and then clicking Hide Column.

  You can sort or group a table by any of its possible measures or attributes, even if you haven't opted to show that measure or attribute as a column in the table.

Use sorting to determine what order data in the table is listed. You can sort by multiple measures and attributes in a single table.

  1. Next to table, click Settings ().
  2. In the table's options, click Sort.
  3. In Data Column, select the attribute or measure that you want to sort by.
  4. In Order Direction, select either Ascending (A-Z, oldest to newest, smallest to largest) or Descending (Z-A, newest to oldest, largest to smallest).
  5. Click Add.

    The table is updated to sort according to the sorting you specified, and the sorting is listed under Sort Order Columns.

Alternatively, you can click the column header in the table for the appropriate attribute or measure to open the options menu. Click either Sort (A-Z) to sort in ascending order or Sort (Z-A) to sort in descending order.

If you want to sort the Interaction Detail standard report in alphabetical order by tenant, you would select:

  • Data Column: Tenant Name
  • Order Direction: Ascending

After you click Add, Tenant Name - Ascending is listed under Sort Order Columns.

If you also want to sort by Customer Holds from most to least, you would select:

  • Data Column: Customer Holds
  • Order Direction: Descending

After you click Add, Customer Holds - Descending is listed under Sort Order Columns following Tenant Name - Ascending.

Now, the report is sorted in alphabetical order (A-Z) by tenant. For each tenant, the interactions with the highest number of customer holds are listed first.

Remove

To remove a sorting, do one of the following:

  • Click Remove next to the sorting under Sort Order Columns. Click OK on the confirmation message.
  • Click the column header that contains the sorting to open the options menu. Click No Sort.

Replace

After you configure a sorting, if you need to make changes, you can replace the sorting. By using the Replace functionality, you don't need to remove the sorting and add a new one. You also retain the order of the sorting applied.

To replace a current sorting with another:

  1. Select the new measure or attribute from the Data Column drop-down menu.
  2. Click Replace next to the sorting that you want to replace.
  3. Click OK in the confirmation message.

If the table is sorted by tenant name in ascending order and you want to change it to be in descending order, you don't need to remove the existing sorting and then add the new sorting. Instead, do the following:

  1. From the Data Column drop-down menu, select Tenant .
  2. From the Order Direction drop-down menu, select Descending.
  3. Under Sort Order Columns, next to Tenant Name - Ascending, click Replace.
  4. Click OK in the confirmation message.

The table updates to show tenant names listed in descending order (Z-A) and Tenant Name - Descending is listed instead of Tenant Name - Ascending.

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Grouping

Use grouping to group rows together based on selected measures or attributes.

  1. Next to table, click Settings ().
  2. In the table options, click the Group tab.
  3. In the Grouping Column, select the measure or attribute that you want to group the data by.
  4. Click Add.

Repeat these steps for any sub-groupings that you would like. 

Alternatively, you can click the column heading of the appropriate measure to open the options menu and click Group.

If you group table by Tenant Name and then add an additional grouping for Flow Name, the table is grouped by tenant and then within each tenant grouping, it is grouped by flow.

Remove

To remove a grouping, click Remove next to it.

Replace

To replace one of your current groupings with another measure or attribute:

  1. Select the new measure or attribute from the Grouping Column drop-down menu.
  2. Click Replace next to the group that you want to replace.
  3. Click OK in the confirmation message.

If you want to replace a group called Flow Name with Disposition Code, you would select Disposition Code from the Grouping Column drop-down menu and then click Replace next to Flow Name.

Detail Rows

To hide rows that have been grouped, select Exclude Detail Rows, which collapses each group into a single row.

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Paging

With Paging, you can determine how many rows of data are presented on each page of the table.

  • Show all rows: Select this option if you want all rows of data to show on one page of the table.
  • Show paging: Select this option to specify the number of rows to display on each page.

    Enter the number of rows in the Rows per Page field. If the number of rows returned by your table exceeds the number entered in this field, you must click the back or forward buttons at the top of the table or enter a page number to view additional rows.

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