Skip to main content

Celonis Product Documentation

Configuring tables

Note

You're currently viewing a topic describing a Studio feature that's in limited availability. For more information, see: Studio (new experience).

For all other Studio features, see: Studio.

You can display your data in a view using highly customizable and interactive tables. Once added to your view, you can configure which data is displayed in your table and how that is presented to your viewers.

You can also use tables within the new Studio experience to allow a viewer to click data within a column and display an existing view as an overlay, giving your views greater depth and detail. To learn how to display an overlaid view, see: View overlays.

Table_example.png
Table configuration options

When configuring a table within a Studio view, you have the following configuration options available:

Use the PQL editor to select the data fields you want to base your table display on. You can select multiple data fields here, with the highlighted one being the default. The viewer can then switch between them using the dropdown:

Breakdown_selector.png

Here you can configure the number and details of the columns in your table, including choosing which data fields are displayed in your table.

You can click the column settings icon to select the cell interaction, selection behavior, and column coloring:

column_settings.png
Cell interactions

This section controls how an app user can interact with your table, including whether they're able to copy values, or pin and sort columns.

Inline editing: For columns based on augmented attributes, you can also enable inline editing. This allows the user to edit the data displayed in the table. For example, the invoice status column in this table is based on an augmented attribute. When inline editing is enabled, the app user can edit this table column to update the current status of the invoice from Open to In Progress.

inline_editing_within_a_table.png

For more information about augmented attributes, see: Augmented attributes.

Selection behavior

You can use the selection behavior to display an overlaid view when a user clicks any data within that column. For more information, see: View overlays

Column coloring

You can add colors to the data displayed in your table columns using gradients and thresholds. These coloring options allow you to configure which color is used for specific values or a range of values.

Column colors can either be applied as a background color:

colum_background_color.png

Or alternatively colors can be used to highlight values:

column_value_highlight.png

Choose how the columns in your table can be sorted by viewers by selecting the data fields and then choosing the order of sorting.

sorting_columns.png

Select to show only distinct values in your table and control how many table line items are displayed.

In this example, 150 line items will be displayed in the table:

table_data_settings.png

Based on the data you've selected, you may be prompted here to try visualizing this data using an alternative component.

If you select an alternative component, you may then need to make additional configurations.

alternative_display_options.png

These settings allow you to configure what type of interactions a user can have with your table.

  • Actions: You can configure and use view actions such as sending emails, running action flows from within a view, and updating augmented attributes. These allow app users to select cells and then either send an email using that data or click to start an action flow / automated process running based on it. For configuring view actions, see: Actions.

    In the following example, a user can send an email containing the information selected in this table:

    send_email_from_table.png
  • Allow exporting from table: When enabled, this allows app users to export the table as an XLSX or CSV file.

    export_table.png
  • Exclude from user filtering: When enabled, this prevents the app user from filtering the data within the table.

  • Can't be used to set filters: When enabled, this prevents the app user from using the table to set filters for the whole view.

Configure how your table is displayed using line breaks, column spacing, cell spacing, and display options.

Line breaks: To use line breaks in your view, you must enable the pagination display option. You can also only use line breaks in tables where you have 100 rows or fewer displayed per page. These options are highlighted in this screenshot:

table_style_options.png