---
schema_version: "1"
id: cd262665fbd0b3bae0dcea99dfc12c5d8f3e84a43c8b5373a46987f82b51ed18
title: Add a Table Widget to Show Record Details and Create Calculated Columns
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboard_widgets_table_add_flex.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_table_add_flex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8f419866926858bcf734804a9fd981c9e02b3b1504469c7df9dc9c6cc386d36c
description: You can add different types of tables to a CRM Analytics dashboard. To view record-level details, add a values table. A values table can show details like how long a case has been open and who owns it. To create custom columns in a table based on calculations from existing fields, add a compare table. If the underlying query contains at least one grouping, you can create a pivot table.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Add a Table Widget to Show Record Details and Create Calculated Columns

You can add different types of tables to a CRM Analytics dashboard. To view record-level details, add a values table. A values table can show details like how long a case has been open and who owns it. To create custom columns in a table based on calculations from existing fields, add a compare table. If the underlying query contains at least one grouping, you can create a pivot table.

The steps vary depending on the type of table you create. For a values table, choose which dataset fields to show as columns. For a compare table, select which dataset fields to show as columns and define the calculations for custom columns. For a pivot table, define at least one grouping. The values of the last grouping appear as columns.

1. Drag the table widget to the dashboard canvas.
2. To open the wizard, click the button inside the widget.
    
    One of the following screens appears.
    
    - The Select a data source screen appears, showing the most recently used datasets first. Select the dataset in the Dataset tab or select an existing query.
        
        ![Select a data source shows a list of all fields in the dataset.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_select_a_dataset.png)
    - The lens appears, showing a bar chart with the Count of Rows measure. CRM Analytics selects the dataset that you used to create the previous query. To use a different dataset or an existing query, click **Back**.
        
        ![The explorer shows the default chart, a bar chart that displays the count of rows.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_explorer_default_bar_chart.png)
3. Select ![Table Mode button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_table_mode.png) and then choose the table type.
    
    Values table
    
    Use to show dataset fields as columns. You can add, remove, or reorder columns. You can quick sort on a column by clicking its field header. You can also add filters.
    
    ![Values table](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_step_values_table_config.png)
    
    Compare table
    
    Use to add calculated columns to the table. By default, the table shows the previously selected measure as the first column. You can add measures and filters, and group by dimensions. To quick sort on a column, click its field header. To add a calculated column, click the down arrow next to a measure, and select **Clone Column** and then edit the new column.
    
    ![Compare table](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_step_compare_table_config.png)
    
    For more information, see [Creating Calculated Columns Using a Compare Table](https://help.salesforce.com/apex/HTViewHelpDoc?id=bi_explorer_compare_table.htm&language=en_US).
    
    Pivot table
    
    Use to show groupings on the x- and y-axes. The last grouping determines the columns, and the other groupings determine the rows. The pivot table shows the first specified measure in the table cells. To quick sort on a column, click its field header.
    
    ![Pivot table](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_step_pivot_table_config.png)
4. To show totals in a values or compare table, click ![Options button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_explorer_options_button.png) and then select **Show Column Totals**.
5. To increase the number of records that appear in a values table, update the Query Limit value![Query Limit setting](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_query_limit.png) or click ![SAQL Mode button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_saql_mode_button.png) and change the `limit` parameter in the SAQL query.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)
    
    Note By default, the query for a values table widget returns up to 100 results. For more information about the `limit` parameter, see [CRM Analytics SAQL Developer Guide](https://developer.salesforce.com/docs/analytics/bi-dev-guide-saql/guide/bi-saql-intro.html).
    
    ![The SAQL Editor shows that the limit is "100" for the values table.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_step_values_table_limit.png)
    
    When the limit value is increased for a table, pagination is automatically enabled and limits the amount of data loaded up front. As you page through table results, more data loads as needed. To disable table pagination, edit your dashboard and update the widget properties.
    
    ![Disable paginated loading setting](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboards_pagination.png)
    
    If the limit value is increased in the query, the limit value isn’t carried over to the Dashboard Inspector or Show Details, which both return up to 200 results.
6. Click **Done**.
    
    The widget shows the table and results. CRM Analytics adds the query to the query panel.
7. To customize a table layout, such as freezing or moving columns, hover over a column header and click the drop-down arrow.
    
    ![Column action menu to move, hide or freeze columns.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_table_column_menu.png)
8. To adjust column widths directly in the table, position your mouse between two column headers to narrow or expand a column.
    
    ![Divider line between two column headers.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_resize_column.png)
9. To change the widget and query properties, select the widget.
    
    The Widget panel groups the widget properties into sections. So that you don’t accidentally overlook any properties, expand any collapsed sections.
    
    ![Dashboard with a table widget. The widget properties show in the panel on the right.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_table_in_dashboard.png)
10. To customize the appearance of the widget, go to the Widget tab.
    
    The widget properties vary based on the table type.
11. To add a tooltip to a table column, go to the Column tab and select a column.
    
    ![Selecting a table column.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi_dashboard_widgets_table_add_flex.png)
    
    1. Expand the Header section. Click **Custom** and type in a tooltip.
        
        ![Addting a custom tooltip.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi_dashboard_widgets_table_add_flex_2.png)
12. To show and set the query properties, click the Query tab.
13. Click the Preview button to see your changes in the dashboard.
14. Save the dashboard.

While viewing a dashboard, a table's groupings appear in the left columns (1) and the measures appear in the right ones (2). Although the grouping columns are fixed, if needed, you can scroll across the measures. If your table isn't wide enough to display any measures, you won't see the scrollbar. ![The grouping columns are fixed on the left and the measure columns appear on the right.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_compare_table_scroll_behavior.gif)

- **[Subtotal Considerations for Tables](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_table_subtotal.htm&release=264.0.0&type=5)**  
    The ability to expand and collapse rows, often seen in table widget types such as compare and pivot, depends on the presence and proper display of subtotals. This means that the ability to expand and collapse rows within these tables is closely linked to how subtotals are configured and rendered. And, if subtotals are turned off in a table widget, hiding the first row or column can make the entire table disappear.
- **[Data Visibility Considerations in Pivot and Compare Tables](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_table_data_visibility.htm&release=264.0.0&type=5)**  
    Enabling features such as totals, subtotals, row totals, or column totals in pivot or compare tables can alter data display. These added summary rows expand the result set, which can cause certain values to be excluded if the query limit is too low.
- **[Pivot Table Functional Constraints and Technical Requirements](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_pivot_constraint.htm&release=264.0.0&type=5)**  
    While pivot tables are essential for summarizing data, their performance and display are subject to specific technical constraints and configuration requirements. The information in the table defines the availability of certain calculation features and the behavior of interactive elements. Understanding these established boundaries makes sure that the resulting pivot tables remain accurate and functional.

#### See Also

- [Widget Properties for Analytics Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_properties_flex.htm&release=264.0.0&type=5 "Widget properties define how widgets appear in the Analytics dashboard. For example, you can apply labels, backgrounds, and borders. To make widgets look consistent, you can set up default widget properties in the layout and then assign them to each widget. Widget properties vary based on the widget type and the designer used to create them. The properties listed here apply only to widgets created in the dashboard designer.")
- [Query Properties for Analytics Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_step_properties_flex.htm&release=264.0.0&type=5 "Query properties define the query that returns results to display in the widget. These properties also specify how the widget behaves and interacts with other widgets in the CRM Analytics dashboard. The properties apply to dashboards created in the dashboard designer only.")
- [Manage Queries for Widgets](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_steps_create.htm&release=264.0.0&type=5 "Queries return results that are displayed in widgets. For example, a number widget displays the result of a calculation that is defined in a query. Queries can be built on a data source, like a dataset or a Salesforce object. They can also be “custom queries” created with user-defined values.")
- [Project the Same Query Results Differently in Charts and Tables](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widgets_projection_flex.htm&release=264.0.0&type=5 "If charts and tables use the same query, each widget can show a different set of fields from the query results. You can also specify a different field order for each widget. For example, to change the measure that appears on each axis in a scatter plot, reorder the measures for that widget.")
- [CRM Analytics Quick Sort: Limitations and Guidance](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_quick_sort_ltd.htm&release=264.0.0&type=5 "CRM Analytics offers a powerful quick sort feature, enabling users to sort data directly within table and chart widgets by clicking column headers. However, some query configurations can interfere with this functionality. This document outlines known limitations and provides best practices for effective use of the quick sort feature.")
- [Subtotal Considerations for Tables](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_table_subtotal.htm&release=264.0.0&type=5 "The ability to expand and collapse rows, often seen in table widget types such as compare and pivot, depends on the presence and proper display of subtotals. This means that the ability to expand and collapse rows within these tables is closely linked to how subtotals are configured and rendered. And, if subtotals are turned off in a table widget, hiding the first row or column can make the entire table disappear.")
- [Data Visibility Considerations in Pivot and Compare Tables](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_widget_table_data_visibility.htm&release=264.0.0&type=5 "Enabling features such as totals, subtotals, row totals, or column totals in pivot or compare tables can alter data display. These added summary rows expand the result set, which can cause certain values to be excluded if the query limit is too low.")