Table View

Table View is a table that reads like a report. Every measure column carries its own number format, its own bar or colour scale, its own total and its own tooltip, and the reader gets a toolbar rather than being sent back to the author for every change.

Data Requirements

Your Tableau worksheet should include:

  • Up to 25 Dimensions for the Rows encoding. The row labels, one column each, in the order you drop them. Dates keep the format Tableau gave them and still sort by their real value.
  • Up to 40 Measures for the Values encoding. One column each, with bars behind the numbers by default.

Add Table View to your worksheet

First, download the manifest file. It tells Tableau where to load the extension from.

Download tableview.trex

Direct link: https://dataskera.com/downloads/tableview.trex

Then, in Tableau:

  1. On the Marks card, open the Mark type dropdown, and under Viz Extensions choose Add Extension.
  2. In the Add an Extension dialog, choose Access Local Viz Extensions, then open the tableview.trex file you just downloaded.
  3. When Tableau asks, allow the extension to access the data in the workbook.
  4. The welcome screen appears. Sign in with your Dataskera account, or on Tableau Desktop choose Use on Desktop without an account. See Signing in & access below.
  5. Build the table: drag one or more dimensions onto Rows and one or more measures onto Values.
Tableau Server or Cloud:
A site admin must allow the extension by adding its URL to the site's safe list, and the view needs the Download Summary Data permission. Extension URL: https://vizextension.dataskera.com/tableview/tableview.html

Signing in & access

Table View is free. Whether you need to sign in depends only on what you are doing. Viewing a dashboard never asks for an account, and authoring is free too.

Viewing a dashboard
No account

People who only view a dashboard are never asked to sign in and are never blocked.

Editing on Tableau Desktop
Optional

Sign in, or continue without an account in a single click.

Editing on Server or Cloud
Free account

Sign in with your Dataskera account to author on the web.

No account yet? Create one free in under a minute. No credit card required.

Format panel

Open the Format panel from the extension menu to customize the chart. It is for the dashboard author and is not shown to viewers. It has four tabs:

  • Table: row height, shaded rows, grid lines, whether a repeated label is printed once per group, row numbers, the header, the totals row, fonts, decimals and bar intensity.
  • Columns: everything that belongs to one column: rename it, set its width, alignment, decimals, prefix and suffix, show it as a number, a bar, both or a colour scale, give it a target line, its own tooltip, bold, or hide it.
  • Reader: what a reader may change for themselves, and whether they can download what the table shows.
  • Color: a palette, a precise colour per category, and the overall opacity.
  • Legend: show or hide it, its position around the chart, an optional show/hide toggle for viewers, the colour swatch, and the content of each entry.
  • Tooltip: show or hide it, its colours, decimals, and a template you write yourself from the placeholders the chart provides.
The reader's toolbar:
Search, row height, which columns to show, a download and one action to put your layout back. A reader's choices last for their session only and never change what anyone else sees. Turn the whole toolbar off in the Reader tab if the table is meant to be fixed.
Search that forgives:
Exact matches are tried across the whole table first, so a precise query is never diluted. Only when nothing matches at all does the search loosen: it ignores accents, matches letters in order, and accepts one typo per word. When it has had to loosen, the count says “close matches” rather than pretending they were exact.
Totals follow the rows on screen:
With a search in force, the totals row sums what the table is showing. A total of everything would not match the table it sits under.
The download:
The file holds the rows on screen, in the sort in force, with hidden columns left out, and can carry the numbers as displayed or at full precision. It is built in the browser: nothing is fetched and nothing leaves the machine.