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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​

Detail Columns​

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

Attribute Columns​

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

Metric Columns (Time Series Tables)​

Toggle checkboxes to show or hide metric columns. Metric columns contain time-series data (like periodic premium amounts). This section only applies to Time Series tables.

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

Additional Display Options​

Propagate Most Recent Period Values​

When enabled (for Time Series tables), cells that are empty for a given period will display the most recent non-empty value from earlier periods.

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. Identifier
  2. Attribute Columns
  3. Detail Columns
  4. Metric Columns (sorted chronologically for Time Series tables)

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:

  • Attribute section: Reorder attribute columns relative to each other
  • Detail section: Reorder detail columns relative to each other
  • Metric section: Reorder metric columns relative to each other (applies within each period's data for Time Series tables)

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.