Table view

Table views are used to present a predefined set of data in a table. The table template must be created and configured beforehand. Choose from these types of table templates: Data records table, Dataset table, Frequency table, Ranking table, Query table, Spreadsheet table, and Custom table.

If a Table view is based on a Ranking table, the table that is displayed on the web page contains clickable object names (links) that will take you directly to the screen containing that object.

How to create a Table view

A Table view can be added to a Scorecard, Perspective, Strategic objective, or KPI. Right click the object to which it belongs in the model panel and choose Add -> Table -> Table view.

Properties

General

Name - the name "Table view" is generated automatically but it may be changed
Description - an optional text describing the object, displayed when you click Description in the drop-down for the Table view on the web
Table - click the icon to the right and choose the table template to use as basis for the table
Column widths - click the icon to the right to create a new or to select an existing Column widths configuration.

Corporater BMP applies the Column widths configuration that you select to the filtered list's layout. For more information, see Column widths.

Table

Advanced mode - select to configure the table view based on the table output of an extended expression.
Expression - applies only if you select Advanced mode. Enter the expression that creates the table to use as the basis for the table view.

Corporater BMP requires the syntax to be correct. To check it in the Extended Interface editor, click the Extended Interface quick access button () and enter your expression there.

In executing the expression, Corporater BMP retrieves all objects that match the query, regardless of their visibility settings and time scope. Hence, construct your expression to accommodate potential object start and end date parameters.
Table - specify the table to use as basis for the table view.

Click the associated Edit button () and select an existing table.

Alternatively, create a new table as follows:

1. Right-click a category and select Add.

2. From Table, select the table type to use.

3. Configure the table type.

For information on how to configure it, see the corresponding chapter in the current document.

Statistics column

To include a column for each of the following check the appropriate box(es):

Sum
Maximum
Minimum
Average

Statistics row

To include a row for each of the following check the appropriate box(es):

Sum
Maximum
Minimum
Average

The following formatting is used in Statistics columns and rows:

Sum: Uses the format of the last value
Avg: Same as sum. (Copies the format of the sum before showing the value)
Min: Uses the formatting of the smallest value
Max: Uses the formatting of the largest value

Sorting

Sorting order - Select the sorting algorithm that Corporater BMP uses to sort items.
- None
- Ascending
- Descending
Sort column - click the Edit button () and select the column you want to sort by; the column will be converted to the column number which you will see in Sort column when you click OK. You may also enter the column number directly in Sort column. (Sort column is only available when Sort by row is not selected)

Configuration

Switch axis - check the box to pivot the table

Features

Hide NA and NaN rows - check if rows that don't contain values or where the values are invalid ("Not a Number") should not be displayed How NA and NaN values are displayed can be changed in Locale options under Options. If you want to show NaN and NA values as blank set them to empty strings.
Hide 0 rows - check if rows where all values are 0 should not be displayed

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Lifetime

Lifetime start - select the first day the object and its available children are valid.
Lifetime end - select the last day the object and its available children are valid.

For more information on how to limit the time period during which an object is available to users, see Time span.

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Page setup - click the Page Setup button () and select a page setup for children objects to the object. The object itself doesn't use the setup. You can create and configure page setups in Shared web items.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Show status as - select which icon to show in the Title bar. You can choose between:
- Status gauge icon
- Bullet icon
- No icon
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater BMP recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Miscellaneous

YTD enabled - select the object's relation to year-to-date (YTD) calculations.
- True - enables YTD calculations for the object.
- False - disables YTD calculations for the object.
- Inherit - determines the object to use the value of the corresponding property from its parent object.

Features

Show tools - displays the Function menu next to the name of the page that contains the table view on Web.
Allow pagination - select for the table view to be paginated on Web. Corporater BMP divides the number of items in the table view across multiple pages, each page including the number of items in Rows per page. If you select Show page controls also, users can use forward and backward arrow buttons to navigate the pages in the view.
Rows per page - applies only if you select Allow pagination. Enter the number of items to display on each page of the table view on Web.
Show page controls - applies only if you select Allow pagination. Displays the pagination controls for the table view on Web. The controls include the forward and backward arrow buttons and the location number of the page that's currently in view in the total pages range.
Visible - select how the table view displays on Web on a page and in any other page element that includes it, such as the breadcrumb, the organization tree, search results, filtered lists, maps, reports, and workflow items.
- Visible
- Not visible
- Only visible for Admin

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.