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

Export and sharing needs:

CSV data export for further analysis
Detailed reports for stakeholders
Data backup and archival
Integration with external tools

Why Tables: Only verified widget type with CSV export functionality (Table.tsx)

In-depth data examination:

Granular performance review
Category-by-category analysis
Detailed ranking and comparison
Supporting data for executive summaries

Why Tables: Provide complete data context without visualization simplification

Data reference and lookup:

Performance benchmarks
Historical data reference
Detailed metric definitions
Comprehensive data documentation

Why Tables: Structured data presentation for reference and lookup

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

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).

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

Add Multiple Metrics

Multi-Metric Configuration Process:

Primary Metric: Select your main performance indicator
Supporting Metrics: Add up to 5 additional related metrics
Metric Relationships: Choose complementary metrics for comprehensive analysis
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

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.

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

Group-By Rows: Data organized by categorical dimension

Category Labels: Clear identification of each data row
Data Grouping: Rows represent different categories, segments, or periods
Comprehensive View: All selected metrics shown for each category
No Built-in Sorting: Data displayed according to implementation logic

Detailed Information: Complete data presentation without simplification

Full Precision: Complete metric values without rounding
Multiple Perspectives: Various metrics provide comprehensive category view
Static Display: Data presentation without interactive sorting or filtering
Export Ready: Data formatted for CSV export functionality

Advanced Table Configurations

CSV Export Functionality

Verified Export Capability (Table.tsx):

Export Process:

CSV Generation: JSON to CSV conversion functionality built into Table widgets
Download Trigger: Export mechanism available within table interface
Complete Data: All displayed metrics and categories included in export
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

Performance Scorecards

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

Comparative Analysis

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

Executive Reporting

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

Metric Selection Strategy

Organize by Importance:

Column 1: Most important business metric (primary KPI)
Column 2: Primary volume or activity metric
Column 3: Key efficiency or conversion metric
Columns 4-6: Supporting metrics that provide context and explanation

Benefits: Logical data flow that tells complete performance story

Choose Meaningful Categories:

Business Segments: Product categories, geographic regions, customer segments
Performance Drivers: Traffic sources, marketing channels, campaign types
Time Periods: Monthly, quarterly, or seasonal comparisons
Strategic Dimensions: Business units, priority areas, investment categories

Goal: Group-by dimension should align with business decision-making needs

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:

Configure Table: Set up with all needed metrics and categories
Verify Data: Ensure table displays complete, accurate information
Export CSV: Use built-in CSV export functionality
External Analysis: Import into analysis tools for advanced processing

Export Use Cases

Advanced Analysis Workflows

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

Stakeholder Reporting

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

Data Integration

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:

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
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
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:

Export Functionality: Verify CSV export option is available in table interface
Data Completeness: Ensure table displays data before attempting export
Browser Compatibility: Check browser settings allow file downloads
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

How many metrics should I include in one table?

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

Can I sort or filter data within the table widget?

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

What's the difference between Table widgets and other widget types?

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

How do I choose the right group-by dimension for my table?

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

Can I use Table widgets for real-time data monitoring?

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

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

Last updated 8 months ago

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