Table menu

The table menu appears in the upper-right corner of a table when you click the More icon.

Depending on the table configuration, the options in your table menu can vary. The following list presents some of the key table menu options:

Auto size columns

Adjust the size of the column to fit its content.

Export to Excel

Download an .xlsx file with the content of the table.

Filter

Apply simple or complex filters to your data.

Freeze columns

Pin a column to the left side of the table so that when you scroll horizontally, you do not lose the context of the row.

Group

Select the field by which you want to group rows.

Mark as app default

Use the current setup as the default configuration for every user in the application.

Query info

Display information about the table source.

Row density

Define the height of the table rows.

Save view as

Save the current setup as a configuration that you can later access.

Show/hide columns

Choose which columns to display in the table.

Sort

Choose the order in which your data appears on the list.

Column menu

The column menu appears when you click the More icon in the header of the column that you want to edit. Depending on the type of content that you display in the column, the options available in the menu can vary. The following list presents some of the key column menu options:

Aggregate column

Display a sum of numerical values in the column in the column or group header.

Combine with left/right

Merge the contents of the column with a neighboring column under a new name.

Customize column

Change the label and the format of the data in the column.

Filter

Apply simple or complex filters to your data.

Freeze column

Pin the target column to the left side of the table when you scroll horizontally

Group by this column

Use the target column to arrange table rows into groups.

Hide column

Hide the target column.

Sort

Choose the order in which your data appears on the list.