Group and expand table rows

Group a table by a meaningful field, such as product category or month, and let readers expand a group to inspect its rows. Use this when one long table is difficult to scan.

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Before you begin

You need a table widget with the fields you want to group by and permission to edit the dashboard. The Group tab is available when grouping is supported for that table’s data source.

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Set up row groups

1. Open the dashboard and choose More options → Edit manually.
2. Open the table’s Table Settings control.
3. Choose the Group tab.
4. Under Group by Field, select + Add Subgroup, then choose the field.
5. For a date field, choose the time bucket that matches the review, such as a month.
6. Add another subgroup when readers need a second level, such as category followed by month.

With multiple fields, Nested shows a hierarchy and Inline shows the grouping values together. Choose the layout that makes the relationship easiest to read.

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Add a summary

Use Column Summarize to choose the values to summarize and the available aggregation. For example, group by category and summarize revenue with a sum. Check the meaning of the total. Summing monthly rates does not produce an overall rate; use an appropriate calculation when the metric is a ratio or percentage.

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Save and explore

1. Choose whether to Expand groups by default.
2. Select Save Changes, then save the dashboard edits.
3. Return to view mode and use a group’s expand control to open its details.
4. Collapse the group to return to the summary.

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Keep the table readable

Use the Schema tab to hide columns readers do not need to see or adjust their presentation. Hiding a column changes its display; it does not remove it from the underlying data.

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Show a different follow-up question

For a separate chart or question, use the widget’s Related Questions action. Add a related question from an existing result, configure it, and save it. Readers open available related questions from the widget’s data context menu. Row grouping and related questions solve different tasks: grouping organizes the current table, while a related question opens another view of the data.

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If you cannot expand the table

• Check that a group field has been selected and the dashboard has been saved.
• If the Group tab is unavailable, use Drill Through or Records for supported widgets.
• If a summary looks wrong, review the aggregation and the granularity of the original query.

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Expected result

Readers can scan a summary and expand the groups that need attention, without leaving the dashboard.

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Next steps

Format the table or use a table value to filter the dashboard.