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Understanding the Data Table View

When you select a Table on the Data Page, the main area displays the Data Table View. This is a powerful grid showing your cleaned and structured data, incorporating all the column types you defined: Row Identifier, Metadata, Static, and Dynamic columns.

Data table view
The data table view showing premium information

Key Features of the Data Table​

  • Structured Grid: Presents data in a familiar row-and-column format.
  • Column Headers: Displays the names of your Table columns.
    • Static & Metadata Columns: Appear as standard headers.
    • Dynamic Columns: These are often displayed with nested headers to represent the periodic nature and the specific metrics within each period. For example, you might see a main header for 'Jan 2024' spanning sub-headers for 'Gross_Premium' and 'Commission'.
Dynamic Columns
Hierarchically rendered multi-column headers
  • Row Identifier: The unique key column you defined is typically shown prominently as the first column.
  • Metadata: Values for Metadata Columns (assigned during upload via tags/profiles) are shown as columns in each row.
  • Dynamic Data: Data from dynamic columns is laid out chronologically, showing how metrics change over time for each record.
  • Pagination: For large tables, the data is displayed in pages (e.g., 10, 25, 50 rows per page) with controls to navigate between pages.
  • Horizontal Scrolling: Due to the potential width of tables (especially with many dynamic periods), horizontal scrolling is often necessary to view all columns.
  • Export: An option ( ⬇️) is available to export the currently filtered view of the data to an Excel (.xlsx) file.

Interpreting Dynamic Columns in the View​

Dynamic columns are represented uniquely:

  • Top-Level Period Header: A header indicates the period (e.g., 'Jan 2024', '2024-Q1').
  • Nested Metric Headers: Under the period header, you'll see the specific metrics defined in your dynamic column schema (e.g., 'Gross_Premium', 'Paid_Claims'). If you defined groups, you might see a middle-level header for the group name as well.
  • Cell Values: The cell at the intersection of a specific row (e.g., Policy 123) and a specific nested dynamic column (e.g., 'Jan 2024' > 'Gross_Premium') shows the value of that metric for that record during that period.

This structure allows you to easily track the evolution of key metrics over time for each policy, claim, or other entity identified by the Row Identifier.

Now that you understand how the data is presented, learn how to drill down into specific subsets using the Filter Panel.