# Create Your First Dashboard

#### 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:

{% tabs %}
{% tab title="Multi-Metric Analysis" %}
**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
{% endtab %}

{% tab title="Data Export Workflows" %}
**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)
{% endtab %}

{% tab title="Detailed Analysis" %}
**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
{% endtab %}

{% tab title="Reference Data" %}
**Data reference and lookup**:

* Performance benchmarks
* Historical data reference
* Detailed metric definitions
* Comprehensive data documentation

**Why Tables**: Structured data presentation for reference and lookup
{% endtab %}
{% endtabs %}

#### 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

{% stepper %}
{% step %}
**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).
{% endstep %}

{% step %}
**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
  {% endstep %}

{% step %}
**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
{% endstep %}

{% step %}
**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.
{% endstep %}
{% endstepper %}

#### Understanding Your Table Widget

Your completed table widget displays comprehensive multi-metric information:

**Key Table Components**

{% tabs %}
{% tab title="Column Structure" %}
**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
  {% endtab %}

{% tab title="Row Organization" %}
**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
  {% endtab %}

{% tab title="Data Display" %}
**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
  {% endtab %}
  {% endtabs %}

#### 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**

<details>

<summary>Performance Scorecards</summary>

**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

</details>

<details>

<summary>Comparative Analysis</summary>

**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

</details>

<details>

<summary>Executive Reporting</summary>

**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

</details>

#### Table Widget Best Practices

**Metric Selection Strategy**

{% tabs %}
{% tab title="Related Metrics" %}
**Choose Complementary Metrics**:

* **Business Impact**: Revenue, profit, key business outcomes
* **Volume Indicators**: Traffic, users, transaction volume
* **Efficiency Measures**: Conversion rates, performance ratios
* **Quality Metrics**: Customer satisfaction, quality scores
* **Context Data**: Supporting metrics that explain performance

**Goal**: Create comprehensive view where metrics support and explain each other
{% endtab %}

{% tab title="Data Hierarchy" %}
**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
{% endtab %}

{% tab title="Group-By Selection" %}
**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
{% endtab %}
{% endtabs %}

**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**

<details>

<summary>Advanced Analysis Workflows</summary>

**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

</details>

<details>

<summary>Stakeholder Reporting</summary>

**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

</details>

<details>

<summary>Data Integration</summary>

**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

</details>

#### 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

<details>

<summary>How many metrics should I include in one table?</summary>

**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

</details>

<details>

<summary>Can I sort or filter data within the table widget?</summary>

**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

</details>

<details>

<summary>What's the difference between Table widgets and other widget types?</summary>

**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

</details>

<details>

<summary>How do I choose the right group-by dimension for my table?</summary>

**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

</details>

<details>

<summary>Can I use Table widgets for real-time data monitoring?</summary>

**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

</details>

***

{% hint style="info" %}
**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.
{% endhint %}

**Related Guides:**

* Configure Big Number KPIs
* Create Line Chart for Trends
* Setup Bar Chart Comparisons
* Configure Dashboard Filters


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