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Display Columns

The Display Columns settings control which columns are visible when viewing data in the Data tab, and in what order they appear. This helps you focus on the information that matters most for your workflow.

Why Configure Display Columns?​

Tables often have many columns, but you may only need to see a subset when reviewing data:

  • Hide internal tracking columns (like system-generated IDs)
  • Focus on key metrics (like premium amounts and dates)
  • Organize columns logically (group related fields together)
  • Simplify views for specific analysis tasks

Display settings affect only the view—they don't delete or modify your underlying data. All columns remain available in Data Functions and exports.

Accessing Display Column Settings​

  1. Navigate to Data → Select your Table → Settings
  2. Expand the Display Columns accordion

Visibility Settings​

Static Columns​

Toggle checkboxes to show or hide each static column in your Table. Static columns contain information that doesn't change when new data is uploaded (like policyholder state or inception date).

Metadata Columns​

Toggle checkboxes to show or hide metadata columns. These are columns you assign values to during upload using Data Profiles and Metadata Tags (like Wholesaler Name or Contract ID).

Dynamic Columns​

Toggle checkboxes to show or hide dynamic columns. Dynamic columns contain time-series data (like monthly premium amounts).

For nested dynamic schemas (e.g., Premium > Gross, Premium > Net), you can toggle individual leaf columns.

Additional Display Options​

Propagate Most Recent Month Values​

When enabled, cells that are empty for a given month will display the most recent non-empty value from earlier months.

Use case: If a policy's state is recorded in January but not re-stated in February's data, enabling this option will show the January value in the February column view.

note

This is a display-only feature. The underlying data is not modified.

Show Column Totals​

When enabled, a totals row appears at the bottom of the data view showing the sum of numeric columns.

Use case: Quickly see total premiums, total claims, or other aggregate values without running a separate calculation.

Column Order​

By default, columns appear in a standard order:

  1. Row Identifier
  2. Metadata Columns
  3. Static Columns
  4. Dynamic Columns (sorted alphabetically)

You can customize this order to match your workflow.

Reordering Columns​

Use the up/down arrow buttons next to each column to move it within its category:

  • Metadata section: Reorder metadata columns relative to each other
  • Static section: Reorder static columns relative to each other
  • Dynamic section: Reorder dynamic columns relative to each other (applies within each month's data)

Reset to Default​

Click Use default order to restore the standard column ordering.

How Display Settings Are Applied​

Display settings are saved to your Table and apply to:

  • ✅ The Data view when browsing table contents
  • ✅ Quick data previews
  • ❌ NOT Data Functions (which access all columns)
  • ❌ NOT Exports (which use their own mapping configuration)

Saving Changes​

After adjusting display settings, click Save Settings at the bottom of the Table Settings page. Changes take effect immediately for all views of this Table.