Creating a Tabular View

A Tabular View as the name implies is a simple table-like report, that can be created with an intuitive drag and drop interface,  over your data tables. With Tabular View, you can easily summarize, structure, group, filter, and customize data the way you want.

In this section, we will see how to create a Tabular View:

• Creating a Tabular View
• Applying Summary Functions on Columns
• Applying Filters
• Providing User Filters
• Adding Formula

Creating a Tabular View

You can create a Tabular View in Zoho Advanced Analytics by following the below steps:

1. Open the workspace containing the data tables on which you want to create a Tabular View.
2. Click Create > Tabular View.
3. In the Select Base Table dialog box, choose the data table on which you want to create the Tabular View and click OK. Alternatively, you can also create a new Tabular View by opening the corresponding data table and clicking the New > New Tabular View option in the toolbar.
   
4. In the Tabular View Edit Design page that opens, drag and drop the columns from the Column List pane on the left to the corresponding shelves in the Design Area on the right.
   You can also select the checkbox adjacent to each column to auto-place the columns into the appropriate shelves.
   
5. Click Click Here to Generate Report.
6. Once you have added the required data, click the Save button in the toolbar. In the Save As dialog box that appears, type a Name and Description for the tabular view and choose the folder where the view is to be saved.
   
7. Click OK.

A tabular view will be created and saved in your workspace. You can customize the look and feel of your tabular view using the various customization options available. Learn more.

About Shelves

The following is a brief description of each shelf in the Design Area of the Tabular View.

Columns: Data from the columns dropped in this shelf will be added as columns in the Tabular View. You can drop any number of columns in this shelf.

Group by section: Columns dropped in this shelf will be used to group the Tabular View into sections. You can only have one sectional grouping in a Tabular View.

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Group by block: Columns dropped in this shelf will group your Tabular View data rows into blocks. When you add multiple columns, they will be displayed as categorized layers (a group within a group) of data horizontally.

We will understand about Tabular View shelves using an example. Let's look at how to create a Tabular View with groups and summaries from the Product data table like the one shown below.

We will create a Tabular View to analyze the Products table. To do this, we will add the following data columns from the Products table into the Columns shelf with the corresponding function selected.

The generated Tabular View will be displayed as below.

We will add further details to this table by grouping them into sections based on Product Type and blocks based on Published Scope. To do this, add Product Type to the Group by section shelf and Published Scope to the Group by block shelf and click the Click Here to Generate Report button.

Once you are satisfied with the generated Tabular View, provide a Name and Save the changes made. The final table will be as displayed below.

You have successfully created a Tabular View in Zoho Advanced Analytics. You can further add Filters, User Filters, and customize the created tabular view as required.

Applying Summary Functions on Columns

Zoho Advanced Analytics enables you to apply one or more summary functions to the columns in the Tabular View. When you apply a summary function over a column, a summary row for each group (block and section) and a grand summary row for the view will be displayed. Listed below are the sets of summary functions supported by Zoho Advanced Analytics for a tabular view and their functionalities.