How to build a list table

What is a list table

This type of table provides a list of values, not ranked by any quantitative criteria. For this reason, the numeric measure column is not mandatory.

When it’s used

The list table is used when you simply want a record of available data but you don’t necessarily need to measure it. For example, you can use a list if you want to name all articles of a stock or for filling a contact book with names and addresses of all your clients.

How to configure a list table

The list table is one of the simpler topic types to set up.

For the basic configuration, you only need to indicate the main group by column. For example, if you simply want to have a list of all your clients, Clients will be your column.

You can also add a sorting criteria by clicking on the A-Z button on the left.

It is highly recommended to identify a sorting column and its direction, ascending or descending. Without this the order of the values could vary each time the topic is asked for in the advisor.

You can decide to add to your table one or more group by columns, to aggregate your data on the basis of different criteria and obtain more detailed insights.

You can choose to group numeric data using bins. Bins are virtual containers where you can split data on the basis of customized categories: they help you to have a clearer view of your insights.

Another option available is to add a numeric measure column and further aggregate your data.

You will then have to select its corresponding aggregation function, by choosing between Average, Sum, Count or Distinct Count, to group together multiple rows and form a single summary value.

We’re done!

If you want to know more about other chart types, read How to build a ranking table.