Build DashboardsVisual types
Table
Data · Exact values, many columns
Added from Insert on the editor’s rail; configure it in Card settings, in its Data and Format tabs.
When to use it
Section titled “When to use it”When readers need the actual numbers — reference lists, detail behind a chart, export fodder. Every column is sortable; viewers can download the card as CSV.
Field wells
Section titled “Field wells”| Well | Accepts | Notes |
|---|---|---|
| Columns | fields | any mix of dimensions and measures |
Click a field in the Fields list, or drop it on the chart, and it goes to the well that fits it — see where a field goes. To choose the well yourself, drop the field on it or use its + Add field.
Measure wells carry a quick-calc dropdown (running total, YoY %, % of total, …); SquareX measures are listed with the fields, under Measures.
Format options that matter here
Section titled “Format options that matter here”- totals row over the full filtered result
- per-column rename / align / hide / width
- search, per-column filters, paging and row numbers
- freeze the first data column and use striped rows
- conditional formatting (background, text, bold)
The full panel is described in Charts & formatting.
- Filter and search before sorting and paging. Totals cover all filtered returned rows; CSV keeps the filtered and sorted result. A source row cap still limits that result.
- Workspace date formatting changes display; CSV and cross-filter values retain the stored value. Search and filters can match both forms.
- See table interactions or use paginated reporting for grouped documents with physical page layout.