This type of report is used to provide more detail about the displayed measures. It is similar to a portrait spread sheet view of your data. It has the ability to highlight when limits are exceeded, when data is of a bad quality, when data has been commented on as well as when a data point is not the original version. It can also show a heatmap of the displayed data or even overlay a heatmap from another measure. This chart is highly flexible and has many features. We will discuss each feature in the following sub-sections.
A Time Based Portrait Table chart consists of the following groups:
General
The General tab is used to define the general layout of a table as well as the default period display and which indicators to display by default. The General tab consists of Table, Title, Period and Indicators.
Table
Under the Table section we have the following properties:
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This sets the background area that surrounds the table’s color. The default is the “Windows” theme color. |
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This sets the cell border colors. The default is the “Border” theme color. |
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This sets the measure row font size. The default is 12. |
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This sets the padding to the left of the table. The default is 0. |
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This sets the padding to the right of the table. The default is 0. |
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This sets the padding to the top of the table. The default is 0. |
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This sets the padding to the top of the table. The default is 0. |
The figure below shows the effect of updating the above properties for a Time Based Portrait Table. The properties are annotated to demonstrate the effect of each of the properties on the chart.
Title
Refer to the general “Title” chart properties section for more information.
Period
Refer to the general “Period” chart properties section for more information.
Indicators
Under the Indicators section we have the following properties:
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This sets whether the quality indicator is displayed by default if a measure’s value is not good. The default is false. |
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This sets whether the comment indicator is displayed by default. If a measure value has been commented on. The default is false. |
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This sets whether the version indicator is displayed by default. If a measure value is not the original version. The default is false. |
Headers
The Headers tab defines the layout of the row and column headers that are displayed on a report.
Column Headers
The Column Headers are used to configure what information about a measure is displayed. It is also used to configure the formatting of the titles of each row header column. The general properties for “Column Headers” are used to configure the row header title's background color, font color, font size and whether the font is bold or italicized. The “Column Headers” allows you to add, remove and sort the column headers to be displayed. Each of these items has a “Title” property that represents the text to be displayed in the column header title as well as the alignment of the title. The “Measure” column header is always required and cannot be removed. The following is a list of each column header type:
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This is used to display the measure’s title that is configured in the “Sections” tab. This row header is always required. |
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This is used to display the unit of measure for a measure. This row header is added by default but can be omitted if required. |
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This is used to display the configured limit target for a measure. This row header is added by default but can be omitted if required. |
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This is used to display any event linked context for a measure. This row header is added by default but can be omitted if required. |
Row Headers
Row headers are used to configure and display the time period information. It consists of the “Base Header” and an optional “Partition Header”. Both of these types have the following properties:
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This is used to specify the date and time format. |
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This is used to specify whether to use the start or end of the time period as the display value. |
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This is used to set the background color of the cell. |
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This sets the color of the font in the cell. |
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This sets the size of the font in the cell. |
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This sets whether the font in the cell is bold. |
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This sets whether the font in the cell is italicized. |
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This sets the horizontal alignment of the text in the cell. |
The “Base Header” allows additional “Extension” columns to be added to it. The following extensions are possible:
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This column allows a measure with a smaller interval type than what the chart is configured for, to be displayed on the chart. |
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Any number of these can be added to the report. This can be used for “To Date” roll-up aggregations to be displayed on the chart. |
The “Extension” columns only have a Title property that is used to set the column’s title on the chart.
Sections
Sections are used to group related information together. The Sections tab is used to configure these sections. Sections can be added, removed and reordered in the Sections tab. Sections can include sub-sections to “merge” heading together. Sections have the following properties:
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This sets the section’s title text. |
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This specifies if a section is stacked directly on top of another section, or if a space is inserted between sections. |
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This sets the background color of the section’s title cell. |
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This sets the font color of the section’s title text. |
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This sets the size of the section’s title text. |
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This sets whether the text in the title cell is bold. |
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This sets whether the text in the title is italicized. |
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This sets the alignment of the section text based on the horizontal position in the cell. |
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This sets the alignment of the section text based on the vertical position in the cell. |
Measures
Measures of the same interval type as the chart can be added to a section by dragging it from the Model View on to a section. A metric can also be dragged onto the empty space in the Sections tab. This will automatically create a section with the name of the metric and add the measures to that section as before. Measure layout configuration on the chart are defined by the following sections:
General
The General section is used to set the title of the measure’s column as well as if the row uses bold text or if the row is italicized. The default title for the row is set to the measure’s name and can be overwritten.
Header
The Header section applies to the row header area of the measure’s row. It consists of the following properties:
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Sets the background color of the row header cells for the measure. |
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Sets the font color of the row header cells for the measure. |
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Sets the orientation of the measure title in the header either horizontally or vertically. |
Limit
The Limit section is used to configure which measure limit is used in the limit column header. It is also used to display the limit colors if a limit color provider is used on the column.
Context
The Context section is used to configure additional context to display on a measure column. This context is linked to an event scheme that is configured on the measure itself.
Color
The Color section is used to configure the measure’s data cell colors and behavior. The base color can be set when clicking on the Color item. Base color is a static color used for the cell background. Opacity sets the opacity of the cells. This defaults to 0 which means that all cells appear the same color as the table’s background color. It is possible to add the following color providers:
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This color provider will change the cell’s font and background color based on the configured Limit’s settings. This option is only available if the row is associated with a Limit. |
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This color provider will generate a heatmap based on the value of the measure linked to it. By default, the measure that represents the row is the linked measure. |
The Measure Color Provider has the following properties:
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This color is used for the background of the cell if the value of the source measure is towards the lower end of the scale. |
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This color is used for the background of the cell if the value of the source measure is towards the higher end of the scale. |
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This is used to specify how the colors are distributed between the Low Color and the High Color. If this value is 0 it means that the colors will be mixed together in an infinite number of steps. |
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This is used to determine the scale. If it is automatic, the scale is calculated based on the range of values of the source measure, otherwise the Low and High values must be specified. |
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This will mix in to the color range, the base color for the row if it is set to true, if the value is in the middle of the scale’s range, the background color will be set to the base color. |
To change the source measure of the Measure Color Provider, it must be created first and then another measure can be dragged on to it.
Label
The Label section is used to set the measure’s data cell's font color. The font color will be ignored if using the Limit Color Provider.
Details
This section is used to add additional detail columns to the chart. There are 2 types of details that can be added:
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This is used to add a column at the end of the chart and can be linked to a measure that is of a lower interval type as the current measure to provide a more recent value than is currently possible for the given interval type. |
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This is used to add columns at the end of the chart that can be linked to measures of the same interval type as the current measure to provide a rolling aggregation to a higher interval type. |
UI Interaction
Additional functionality available in a Table report includes:
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Clicking anywhere on the row header of a measure in the report will open a Chart overlay. |
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Clicking an individual cell will open a Drilldown overlay providing details of that measure value (calculation inputs, comments and versions). |