Create Your First Dashboard

Step-by-step guide to create your first Analytics dashboard with essential KPIs for website performance monitoring. Perfect for new users getting started.

Overview

Table widgets provide comprehensive data analysis capabilities with multi-metric support and export functionality. This guide covers Table widget configuration based on the verified Analytics implementation.

Perfect for: Detailed data analysis, multi-metric comparisons, data export workflows, comprehensive performance reviews

Time Required: 10-15 minutes per table widget

When to Use Table Widgets

Table widgets excel at detailed data presentation and are ideal for:

Comprehensive data views:

  • Multiple KPIs side-by-side comparison

  • Performance metrics with supporting data

  • Detailed category breakdowns with various measurements

  • Complete performance scorecards

Why Tables: Display multiple related metrics in organized, comparable format

Prerequisites

  • Analytics dashboard access with Edit permissions

  • Understanding of your key business metrics and available data

  • Multiple metrics for meaningful table analysis

  • Familiarity with verified Analytics features:

    • Dashboard creation

    • Widget basics

    • Dashboard filtering

Creating Your First Table Widget

1

Add Table Widget

From your dashboard, click the dot menu (⋮) in the header area.

Select "Create widget" to open the WidgetForm side panel (AnalyticsDetail.tsx:279-283).

Choose "Table" from the widget type options (Table.tsx implementation).

2

Configure Table Specifications

Configure your Table widget in the WidgetForm side panel:

Table Widget Specifications (Table.tsx):

  • Grid Size: 12x9 (largest widget size for detailed data display)

  • Multi-Metric Support: Up to 6 metric columns maximum

  • Group-By Capabilities: Categorical grouping with relative uplift calculations

  • CSV Export: Built-in JSON to CSV conversion and download functionality

Configuration Options:

  • Metric Selection: Choose up to 6 metrics from available API metrics

  • Group By: Select categorical dimension for row organization

  • Data Display: Detailed data presentation without built-in sorting or search

3

Add Multiple Metrics

Multi-Metric Configuration Process:

  1. Primary Metric: Select your main performance indicator

  2. Supporting Metrics: Add up to 5 additional related metrics

  3. Metric Relationships: Choose complementary metrics for comprehensive analysis

  4. Group-By Dimension: Select categorical grouping (product, region, source, etc.)

Example Multi-Metric Setup:

  • Primary: Revenue or main business metric

  • Volume: Sessions, users, or activity metrics

  • Efficiency: Conversion rate, efficiency measures

  • Quality: Average values, satisfaction scores

  • Growth: Period-over-period comparisons

  • Context: Supporting categorical data

Note: Specific metrics depend on your API configuration and data setup

4

Position and Save

Widget Specifications:

  • Grid Size: 12x9 (verified Table widget dimensions)

  • Auto-positioning: Widget places in next available 12x9 grid space

  • Title Configuration: Set descriptive title for multi-metric analysis

  • Data Organization: Rows organized by group-by dimension, columns show metrics

Click "Save" in the side panel to add the widget to your dashboard.

Understanding Your Table Widget

Your completed table widget displays comprehensive multi-metric information:

Key Table Components

Multi-Metric Columns: Up to 6 metrics displayed side-by-side

  • Metric Headers: Clear column labels for each metric

  • Data Values: Formatted metric values in organized columns

  • Relative Uplift: Calculations showing relationships between metrics

  • Consistent Formatting: Appropriate number formatting per metric type

Advanced Table Configurations

CSV Export Functionality

Verified Export Capability (Table.tsx):

Export Process:

  1. CSV Generation: JSON to CSV conversion functionality built into Table widgets

  2. Download Trigger: Export mechanism available within table interface

  3. Complete Data: All displayed metrics and categories included in export

  4. File Format: Standard CSV format for external analysis tools

Export Use Cases:

  • Further Analysis: Import into Excel, Google Sheets, or analysis tools

  • Data Backup: Archive historical performance data

  • Reporting: Share detailed data with stakeholders

  • Integration: Connect with external systems and processes

Multi-Metric Analysis Strategies

chevron-rightPerformance Scorecardshashtag

Comprehensive Category Analysis:

  • Revenue Metrics: Total revenue, average order value

  • Volume Metrics: Sessions, users, transactions

  • Efficiency Metrics: Conversion rates, performance ratios

  • Growth Metrics: Period-over-period changes

  • Quality Metrics: Satisfaction scores, return rates

Benefits: Complete performance picture for each category with all relevant metrics in single view

chevron-rightComparative Analysishashtag

Multi-Dimensional Comparisons:

  • Geographic Performance: Countries/regions with multiple performance metrics

  • Product Analysis: Product categories with revenue, volume, and efficiency data

  • Channel Performance: Traffic sources with comprehensive performance indicators

  • Time-Period Analysis: Monthly/quarterly performance across multiple metrics

Benefits: Side-by-side multi-metric comparison reveals performance patterns and opportunities

chevron-rightExecutive Reportinghashtag

Stakeholder-Ready Data Views:

  • Key Metrics: Most important business indicators in single table

  • Supporting Context: Additional metrics provide complete context

  • Export Ready: CSV functionality enables easy stakeholder sharing

  • Comprehensive View: All relevant data for decision-making in organized format

Benefits: One-stop data source for executive reviews and strategic decisions

Table Widget Best Practices

Metric Selection Strategy

Display and Layout Guidelines

Optimal Table Configuration:

  • Limit to 6 metrics maximum for readability (verified Table.tsx limit)

  • Choose descriptive column headers for clarity

  • Use consistent group-by dimensions across related tables

  • Position strategically - 12x9 size requires adequate dashboard space

CSV Export Best Practices

Export Workflow

Efficient Data Export Process:

  1. Configure Table: Set up with all needed metrics and categories

  2. Verify Data: Ensure table displays complete, accurate information

  3. Export CSV: Use built-in CSV export functionality

  4. External Analysis: Import into analysis tools for advanced processing

Export Use Cases

chevron-rightAdvanced Analysis Workflowshashtag

Excel/Google Sheets Integration:

  • Pivot Tables: Create dynamic summaries and cross-tabulations

  • Advanced Calculations: Perform complex calculations not available in Analytics

  • Custom Visualizations: Build specialized charts and graphs

  • Multi-Data Source: Combine with other data sources for comprehensive analysis

chevron-rightStakeholder Reportinghashtag

Professional Report Creation:

  • Formatted Tables: Style exported data for presentation

  • Executive Summaries: Include table data in comprehensive reports

  • Trend Analysis: Combine multiple time-period exports for trend analysis

  • Board Presentations: Include detailed supporting data in presentation materials

chevron-rightData Integrationhashtag

System Integration Workflows:

  • Database Import: Load Analytics data into data warehouses

  • BI Tool Integration: Import into business intelligence platforms

  • Automated Reporting: Use exported data in automated report generation

  • API Alternatives: Use CSV export when API integration isn't available

Troubleshooting Table Widgets

Table Shows Limited Data

Common Causes & Solutions:

  1. Metric Limitations

    • Problem: Not all expected metrics appear in table

    • Solution: Verify metric availability in your API configuration

    • Check: Ensure selected metrics have data for chosen time period

  2. Group-By Issues

    • Problem: Categories don't appear as expected

    • Solution: Verify group-by dimension has data and proper configuration

    • Check: Ensure categorical data exists for selected time range

  3. Data Volume

    • Problem: Table appears empty or has very few rows

    • Solution: Expand time range or adjust filtering to include more data

    • Check: Verify dashboard-level filters aren't excluding data

CSV Export Problems

Diagnostic Steps:

  1. Export Functionality: Verify CSV export option is available in table interface

  2. Data Completeness: Ensure table displays data before attempting export

  3. Browser Compatibility: Check browser settings allow file downloads

  4. File Access: Verify downloaded file opens correctly in spreadsheet applications

Performance Issues

Optimization Strategies:

  • Limit Metrics: Use 6 metrics maximum (verified limit)

  • Manage Categories: Large group-by dimensions may impact performance

  • Time Ranges: Shorter periods reduce data processing requirements

  • Filter Optimization: Use dashboard filters to reduce data volume

FAQ

chevron-rightHow many metrics should I include in one table?hashtag

Optimal Range: 3-6 metrics for best balance of information and readability

  • Fewer than 3: Consider using separate widgets for individual metrics

  • 3-6 metrics: Perfect for comprehensive analysis tables

  • 6 metrics: Maximum supported by Table widget implementation (Table.tsx)

Recommendation: Start with 3-4 most important metrics, add others if needed for complete analysis

chevron-rightCan I sort or filter data within the table widget?hashtag

Table Widget Limitations (verified implementation):

  • No built-in sorting: Data displayed according to implementation logic

  • No internal filtering: Table shows data based on dashboard-level filters

  • Static Display: Table presents data without interactive manipulation

Alternatives:

  • Dashboard Filters: Use dashboard-level filtering to refine displayed data

  • CSV Export: Export data for sorting and filtering in external tools

  • Multiple Tables: Create separate tables with different dashboard filters

chevron-rightWhat's the difference between Table widgets and other widget types?hashtag

Table Widget Advantages:

  • Multi-Metric Display: Only widget type supporting up to 6 metrics simultaneously

  • CSV Export: Only verified widget with export functionality

  • Detailed Data: Complete data presentation without visualization simplification

  • Largest Size: 12x9 grid provides maximum data display space

When to Use Tables vs Other Widgets:

  • Use Tables: Detailed analysis, multi-metric comparison, data export needs

  • Use Charts: Trend visualization, single-metric focus, pattern identification

  • Use Big Numbers: Key performance indicators, executive dashboards, single metrics

chevron-rightHow do I choose the right group-by dimension for my table?hashtag

Group-By Selection Criteria:

  • Business Alignment: Choose dimensions that align with business decision-making

  • Data Availability: Ensure selected dimension has sufficient data

  • Analysis Purpose: Match dimension to analysis goals and questions

  • Stakeholder Needs: Consider what categorization is most useful for end users

Common Effective Group-By Options:

  • Product/Category: For product performance analysis

  • Geographic: For market and regional analysis

  • Traffic Source: For marketing and acquisition analysis

  • Time Period: For trend and seasonal analysis

Test Different Options: Try various group-by dimensions to find most insightful categorization

chevron-rightCan I use Table widgets for real-time data monitoring?hashtag

Table Widget Data Behavior:

  • Data Updates: Tables refresh when dashboard-level filters change

  • Static Display: Tables show current data based on selected time range and filters

  • No Auto-Refresh: Tables don't automatically update without user action

For Monitoring Use Cases:

  • Dashboard Refresh: Manually refresh dashboard to update table data

  • Time Range Selection: Use current/recent time ranges for most current data

  • Combine with Other Widgets: Use alongside Big Numbers for key metrics monitoring

  • Export Recent Data: Regular CSV exports can track data changes over time

Best Practice: Tables work best for periodic analysis rather than real-time monitoring


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Documentation Verification: All Table widget features and configuration options described in this guide have been verified against the actual Analytics codebase. Multi-metric support, CSV export functionality, grid sizing, and display capabilities are accurately documented based on Table.tsx implementation.

Related Guides:

  • Configure Big Number KPIs

  • Create Line Chart for Trends

  • Setup Bar Chart Comparisons

  • Configure Dashboard Filters

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