Organize Columns in Tables

Many of the tables presented in Percipio including dashboards and reports provide options for you to manipulate the columns so you only see the data you need.

Note: Reports and dashboards with the ability to rearrange columns and filter data may take up to 24 hours to show results.

Organize columns

All Percipio tables load with a default set of columns presented in a default order. To use your data in a way that makes the most sense to you, you can organize the columns in the table by sorting, filtering, changing the order, and choosing which ones to display. You can also pin columns and group by them.

Some columns with aggregated data like Accesses, Hours, Completions, and Badges cannot be sorted or grouped at this time.

The following options are available to organize the columns in tables:

Column Action How to Use
Sort From within the column heading, select the arrow button to toggle between ascending and descending.
Filter

To filter a column for select data, from within the column heading:

  1. Select the more options button , then select the filter button .
  2. Choose how you want to filter. Options will vary depending on the data contained in that column. You may see: equal, greater than, less than, not equal, contains, does not contain, starts with, ends with, or in range.
  3. Enter a value in the space provided. This field is case sensitive. For example if you select contains and enter akara,Percipio does not find a match with and item containing Akara.
  4. If available, you can add more filters using the inclusion of AND or OR. If you select AND, data must meet both conditions to display. If you select OR, data must meet at least one condition to display.
  5. The filter is applied immediately. Select anywhere outside the filter to close the filter box.

If a column is filtered, the filter icon shows in the column header.

Pin (Anchor)

To pin or anchor a column so that it does not scroll left or right off the page:

  1. From within the column heading, select the more options button .
  2. Make sure the more options tab is highlighted and select Pin.
  3. Choose Pin left or Pin right. If you select Pin left, the column is moved to the far left. If you select Pin right, the column is moved to the far right.
  4. To remove the pin and reposition the column back to its original location, select No pin.
Autosize

If you want to ensure you can read the longest value within a column, you can autosize it. You can do one column at a time or all of them at once.

  1. From within the column heading, select the more options button .
  2. Make sure the more options tab is highlighted and select Autosize this column or Autosize all columns.
Group

Sometimes it is helpful to see your data grouped in a particular way, for example, by user role or by status. You can create groups within groups for further segmentation.

There are two ways to group your data:

  1. From within the column heading:
    1. Select the more options button .
    2. Make sure the more options tab is highlighted and select Group by [this column]
    3. To remove the grouping: select Ungroup by this column.
  2. From the right column expansion list:
    1. Locate the column in the list you want to group by.
    2. Select and hold the group icon .
    3. Drag the column to Row Groups at the bottom.
    4. Select the X next to the Row Group to remove it.
Hide/Show

To only show the data relevant to your needs, you can select which columns display.

From the right Column expansion listClosed :

  1. Locate the column in the list you want to show or hide.
  2. To show a column, make sure you check the box. To hide a column, uncheck the box.
Reorder To change the display order of the columns, you can click and drag a column heading left or right to reposition it within the table.