Table

A table widget shows records from a data object as a grid on the canvas. It's the most capable widget: pick columns, total them, let viewers edit inline, transpose it, and merge records. For the shared editor mechanics, see Build a canvas.

Choose the data and columns

The Data panel has:

Data source: the object the table reads from.
Columns: the attributes to show. The picker is the same one used on data views, so you can reach across a relationship to show an attribute from a linked object as a column. See Manage data views.
Column order: drag the selected columns into the order you want.
Column Calculation: add a per-column total shown under the table. Each column offers the aggregations that fit its type: Sum, Average, Max, Min, Count Filled, Count Empty and Count Distinct.

A table's Data panel with Data source Portfolio Positions, 6 columns selected, Column order, and a Column Calculation dropdown listing columns with Sum on Market Value. — The table Data panel: choose columns, their order, and per-column calculations.

Filter, sort and allow editing

The Filters, Sorting & Selection panel has the usual Filters and Sort by builder, plus a Record editing switch.

Turn Record editing on to let viewers select and edit records straight from the canvas in view mode. This adds row selection and inline editing to the widget. Leave it off (the default) and the table is read-only.

Transpose

The Display panel has a Transpose switch. Transposing swaps rows and columns, so each attribute becomes a row and each record becomes a column, which reads well for a handful of records shown side by side. A transposed table is read-only: Record editing and Column Calculation are disabled while it's on.

Squash and unsquash records

When Record editing is on, viewers can merge and split records directly from the table in view mode.

Squash appears once two or more records are selected. It merges the selected records into one; the originals are deleted. A confirmation dialog previews, per attribute, the Resulting value and any Lost values, and asks you to acknowledge that some values will be lost before you confirm. Formula attributes are recalculated afterward. This can't be undone.
Unsquash appears when exactly one record is selected. It splits that record into two, with arrows to move multi-value items between the two child records.

A table widget's header controls with filter, sort, a highlighted Squash icon showing a Squash tooltip, and expand and menu icons. — With records selected, the Squash control appears in the table header.

The Squash 2 records dialog: a per-attribute table of Resulting value and Lost values, an acknowledgement checkbox, and Cancel and Squash 2 records buttons. — The squash dialog previews the resulting values and what will be lost before you confirm.

Squashing permanently deletes the records it merges, so it's best used to deduplicate. Review the Lost values column in the dialog before confirming.

Paging through records

The table pages its rows. The Rows per page selector (10, 25, 50 or 100) is available in edit mode, and the footer shows the range and page count. When you Expand the table from its menu, the expanded view pages through 25 rows at a time independently of the card.

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