Data Grid

A Data Grid allows users to customize and format datasets with features like column re-ordering and conditional formatting for a structured, readable presentation.

A Data Grid is a powerful tabular visualization that displays both raw and aggregated data values in rows and columns. Unlike traditional graphical charts, it provides a spreadsheet-like layout that makes it easy to explore and compare multiple measures and dimensions simultaneously. With features such as styling, custom formatting, column resizing, conditional formatting, and field re-ordering, the Data Grid offers a flexible way to transform raw datasets into a structured, interactive, and highly readable format suitable for both analysis and presentation.

When to Use a Data Grid

Use a Data Grid when you want to:

• Display detailed data in a tabular format for exploration.

• Combine multiple measures and dimensions in one view.

• Apply custom formatting, alerts, or ranges to highlight patterns or exceptions.

• Provide data exports or detailed drill-downs alongside graphical dashboards.

• Reorder fields to improve clarity and logical presentation.

Examples:

• Showing monthly sales revenue, profit, and growth % by region.

• Highlighting rows where inventory levels fall below thresholds.

• Displaying employee performance scores with conditional formatting.

Chart Properties

General Settings

• Order – Define sequence of displayed rows:

  • Ascending

  • Descending

  • None

  • Manual Sort (drag or use sort indicators).

When ordering is applied:

• Order By – Choose a dimension/measure field for sorting.

• Limit – Restrict the number of rows displayed.

• Font Size – Small, Medium, or Large.

• Bold – Display header text in bold.

• Italics – Apply italic styling to headers.

• Underline – Underline column headers.

• Font Color – Choose font color via the color menu.

• Background Color – Choose the header background color.

• Exclude from Global Filter – Exclude the Data Grid from report-level filters.

View Filter

• Filter – Apply conditions to restrict displayed rows (e.g., show only one department).

Category Properties (Dimensions)

• Display Name – Rename the column header.

• Column Width – Adjust column width.

Series Properties (Measures)

• Aggregation – Define aggregation method (Sum, Avg, etc.).

• Display Name – Rename measure column.

• Column Width – Adjust the width for the measure column.

• Column Format – Define display format (e.g., currency, %).

• Number Format – Set decimal precision.

Alert Options

• Show Alert – Highlight values meeting conditions.

• Show Alert Labels – Add text labels for alert conditions.

• Font Color – Change font color for alerting values.

Dynamic Range

• Min Color / Max Color – Automatically apply gradient coloring between min and max values.

Manual Ranges

• Add custom ranges if Dynamic Range is not enabled.

• Add Range → Specify Min and Max values → Assign color.

• Multiple ranges can be added for granular thresholds.

Re-Ordering Fields

• Users can reorder dimensions and measures within the grid.

• This allows logical grouping (e.g., place Region before Revenue for clarity).

Best Practices

• Use Dynamic Ranges for continuous values (e.g., performance scores).

• Use Manual Ranges for fixed business rules (e.g., <50 = red, 50–80 = yellow, >80 = green).

• Apply field reordering to create a logical flow for business audiences.

• Avoid overcrowding—limit the number of measures to ensure readability.

• Use the Grid view alongside charts to combine details with visuals.