--- title: "Table Chart" slug: "table-chart" updated: 2026-01-12T08:58:40Z published: 2026-01-12T08:58:40Z canonical: "help.symphonysummitai.com/table-chart" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Table Chart - [Left Panel](/apex/docs/table-chart#left-panel) - [Center Panel](/apex/docs/table-chart#center-panel) - [Right Panel](/apex/docs/table-chart#right-panel) ## Left Panel - [Chart Source](/apex/docs/table-chart#chart-source) - [Metrics and Columns](/apex/docs/table-chart#metrics-and-columns) ## Chart Source Chart Source lets you control how a chart is powered. You can edit the dataset, swap it with another, or view the underlying SQL query for analysis. - [Edit Dataset](/apex/docs/table-chart#edit-dataset) - [Swap Dataset](/apex/docs/table-chart#swap-dataset) - [View in SQL Lab](/apex/docs/table-chart#view-in-sql-lab) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3(30).png) Figure: Chart Source ### Edit Dataset Lets you make changes to the underlying dataset definition used by the chart. It is accessible only for Admins, for other users this option is grayed. ### Swap Dataset Allows you to replace the dataset currently powering the chart with another dataset. For more information, refer to [Field Description](/apex/docs/table-report#field-description). > [!WARNING] > Note > > Warning! Changing the dataset may break the chart if the chart relies on columns or metadata that does not exist in the target dataset. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/swap dataset(1).png) Figure: Swap Dataset #### Field Description | Field | Description | | --- | --- | | Name | The display name of the dataset you can swap to. It represents how the dataset is identified in the reporting tool. | | Type | Defines whether the dataset is **Physical** (directly mapped to a database table or view) or **Virtual** (built using a custom SQL query). | | Schema | The database schema where the dataset resides. A schema is a logical grouping of database object that helps organize and locate datasets. | | Connection | The database connection associated with the dataset. It specifies which data source the dataset is linked to. | | Owner | The user or team who created or manages the dataset. Ownership indicates accountability and often controls who can edit or modify the dataset. | ### **View in SQL Lab** Opens the raw SQL query that powers the dataset/chart in a SQL editor. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2(45).png)Figure: View SQL in Lab Lets you to perform the below actions: - Inspect the actual query running behind the visualization - Modify or extend the SQL for more complex logic - Validate the query results before applying them back into the dataset or chart Useful for power users who need transparency and control over the exact query execution. ### Metrics and Columns Enables you to drag and drop the Metrics and Columns to the center panel of Edit Report Dashboard. Hover on the SQL icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5(17).png) to view the SQL Expression. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/4(24).png) Figure: Columns and Metrics ## Center Panel - [Data](/apex/docs/table-chart#data) - [Customize](/apex/docs/table-chart#customize) ## Data Data section displays 3 configurable sections for Table chart, as described in the below sections: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/data.png) 1. **Chart Selection** – choose the visualization type for displaying data. Click **View all charts** to view and select the required visualization type. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/visualization typ.png) Figure: Visualization Type 2. **Query**: view or modify the data query powering the chart. Configure the Query Mode (Aggregate or Raw Records). > [!NOTE] > Notes > > - **Aggregate**: Groups data using metrics and dimensions to show summarized results. > - **Raw Records**: Displays the underlying row-level data without aggregation, useful for detailed record analysis. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/query(1).png) Figure: Query | Field | Description | | --- | --- | | Dimensions | Dimensions contain qualitative values such as names, dates or geographical data. Use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view. | | Metrics | Select one or many metrics to display. You can use an aggregation function on a column o write custom SQL to create a metric. | | Percentage Metrics | Select one or many metrics to display, that will be displayed in the percentages of total. Percentage metrics will be calculated only from data within the row limit. You can use an aggregation function on a column or write custom SQL to create a percentage metric. | | Filters | Drag and drop columns or metrics here in the Filters. | | Sort Query by | Orders the query result that generates the source data for this chart. If a series or row limit is reached this determines what data are truncated. If undefined, defaults to the first metric (where appropriate). | | Server Pagination | Select **Server Pagination** to enable server side pagination of results. | | Row Limit | Limits the number of rows that are computed in the query that is the source of the data used for this chart. | | Show Summary | Show total aggregations of selected metrics. Note that row limit does not apply to the result. | 3. **Time Comparison**: compare results across different time ranges for trend analysis. ## Customize Click on the customize section to view the configuration of other options and visual formatting. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customize.png) Figure: Customize For more information, refer to the following table: | Field | Description | | --- | --- | | **Others** | | Timestamp Format | D3 time format for date time columns. | | Page length | Select rows per page, 0 means no pagination. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/page length.png) Figure: Page length | | Search Box | Whether to include client search box. | | Allow Columns to be rearranged | Select to allow end user to drag and drop column headers to rearrange them. Note their changes wont persist for the next time they open the chart. | | Render Columns in HTML Format | Select to render table cells as HTML when applicable. For example, HTML tags will be rendered as hyperlinks. | | Customize columns | Further customize how to display each column. | | **Visual formatting** | | Show cell bars | Select to display bar chart background. | | Align +/- | Select to align background charts with both positive and negative values at 0. | | Add Colors to cell bars | Select to colorize numeric values as positive or negative. | ## Right Panel Displays the Table. Based on the selected dimensions, the table is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/dimensions.png)Figure: Table display