Qlik Object - Tables

If your table contains too many rows for a single page, the table spans over multiple pages, with table headers repeating on each page. You can then scroll through the table data, right there.

ancoreShare gives you the flexibility to specify the size, position, border, margins, and other styles, for each cell of the table. With multiple formatting options and support for condition-based styling (using Qlik expressions), ancoreShare enables you to design your reports, just the way you want. And of course with filters, variables and expressions you have full control over the data in all of your report elements.

• Adding table element
• Selecting table object
• Table title
• Adding a link URL
• Filtering Table data
• Size and position
• Adding a Note

• Appearance
• Image settings
• General table settings
• Styling columns (Sense only)

Adding table element

To add a table element to your report, drag the Qlik icon onto your report designer sheet.
You will see a gray placeholder for the object.

Selecting table object

If selected, the Settings bar on the right displays the available element settings for the object.

Qlik Source

Select the Qlik Source from the drop-down list. You will see only those sources that are specified in your Report Record Settings.
If only one source is set for this report, it will be selected automatically.

Qlik Object

If Load Metadata was executed for this source, you will see a list box with thumbnails of all objects from that source, where you can select one. Alternatively, start typing object ID, chart type, or the title of the object in the field Qlik Objects, to filter the suggestions in the box.
The Object ID of the selected Qlik object is displayed in the corresponding field.

Those suggestions in the box are only a snapshot of the time when loading the metadata. It's a feature for convenience when designing a report. At any time you can just straightly set the Qlik ID of an object from that source here. If this ID exists at the time of exporting the report, it will be processed properly.

You can also set the ID of a Qlik object dynamically by using Qlik expressions. Begin with typing an "=" if you want to do so.
As you thereby might as well switch between chart and table objects, the settings bar will always show you all the properties for Qlik objects. 

Table title

When you add a table, the Qlik ID of the table is automatically populated as the Title.
You can edit or rename this field to provide a meaningful title that will help you navigate your report elements.

Here's an example showing how the title is reflected on your report designer.

NOTE: The title is only displayed in the designer to help you quickly find your elements and will not be displayed in the actual generated report.

Link URL

The Link URL setting allows you to add any kind of link to the object. When the report is generated, the URL is embedded in it. Clicking the object image on the report redirects the users to the URL specified here.

Make sure the users have sufficient access rights.

Filtering table data

Using the Filter settings, you can restrict, reduce and focus the data that you want to show on your report, from the Qlik application.
Learn how filters work, important details, and see some examples in Filtering Data.

To access filter settings for table objects, perform the following steps.

1. On the report designer page, select the element for which you want to filter data.
2. Click the Filter tab from the settings bar.
3. Click on a row area below in the filter list - in an empty row for adding a new filter or on an existing one for editing this filter.
   This opens a Filters dialog box.
4. Enter or choose the Qlik Field on which you want to apply the filter or provide a Qlik Expression.
5. Define values of this field that should be set as Filter.
   One filter must contain one or more field values.
   Use semicolons to provide multiple values. In this case, OR logic applies to the field values.
6. Optionally you can add a Variable from the drop-down boxes.
7. Click on Apply.

Top and Pareto

This setting is only available for QlikView sources. It lets you conveniently order and sort the values of a field.
Together with the Max rows setting it lets you create a true-table object with e.g. your top 5 sales men and their ROI values very easily.

Alternatively you can do the same with Qlik expressions for Sense sources in a regular filter above.

When sizing and positioning elements using mouse drag operations, you will also see design guides (shown as green lines on the image) to help you with correct placement.

For tables, you have the following options available:

Position

The chart position defines its distance from the white space on the designer sheet. The position settings specified here are calculated in addition to the Page Margin specified in the Page Settings.

For example, if you have specified the page margin as 5, and the left margin as 15, then the chart would be placed at 20 from the left edge of the page, as shown in the image.

• Top: Distance of the element from the page margin. The object is placed at a distance of page margin value + Top value from the edge of the report page.
• Fixed: Enable this option to fix the position of the element on the sheet. In this case, the position of the element remains fixed on the page and will not move according to the size or position of the element above it.
  NOTE: This is applicable only to the top position of the object, as it can only be impacted by elements (typically, other tables) above, which would shift the object further down (as true table objects are the only elements that have no predictable height). It has no impact on the horizontal position.

• Left: Specifies the distance of the element from the left margin of the page. The object is placed at a distance of page margin value + Left value from the edge of the report page.

NOTE: If you have enabled the Header on the Page Settings and your element touches inside the header area, it will be repeated on each report page.

Size

You can specify the table size using:

• Width:  Specifies the width of the element on the page.
• Height: True data-driven tables have no predictable height, as it automatically results from the (dynamic) data they contain (number of rows and line breaks in the text content), as well as some formatting settings. But the table element will take at least that much height as you set here, even if the number of rows is lesser and the element would therefore not take up all the specified space. Elements below a true-table object would only be shifted further down, but never brought higher up. 

However, you have the option to limit the number of rows of a table in the setting Max rows.
Together with other impacting formatting settings (e.g. cell padding, font size), this can give you control over the height of a true-table element.

Table objects can also be handled as image/chart objects - see section Print as image below. If this option is enabled, the height setting takes effect the same way, as it does for chart objects.
The height setting also takes effect, in case the object dynamically changes from a table to a chart. This can be done in the setting Qlik Object above.

Rotation

Specifies the angular placement of the element on the report page. In the case of true-tables spanning over multiple pages, only the first page will respect the rotation setting. This setting is more relevant when the table is printed as an image.

Scale

Scale specifies the content resolution of a table element only if the Print as image option is enabled in the Table Settings. For example, if you have set the scale as 2, the table-image scales twice in size, showing a more detailed view. The text gets smaller with an increase in scale, but as this is still a dynamic web object at the time the image is taken in Qlik, it adjusts on the container automatically, and therefore, may display more details.

See the image on the right showing an example to know how it works.

The scale setting has no effect if the table is not processed as an image, but as a true data-driven table object.

Appearance

As the name suggests, the Appearance settings allow you to define how the table elements look.

• Opacity sets the transparency level for the table element in percentage. This means, a value set as 0 is fully transparent and 100 fully opaque.
• Border Color and Border Width set the outline for the element. It doesn't add to the size of the element as it grows inside the elements.
  The inner Cell borders of the table are set in Table Settings.
• Cell Padding is only relevant for true data-driven tables and text elements and specifies the space between the cell edges and the cell content. If you process the table as an image, this setting has no effect.

For tables, you can also specify enhanced and conditional formatting (individual width, text style, etc.) for each column using the column style editor, accessible in the Table Settings.

Image Settings

If you selected the Print as image option, then the table can be processed the same way as chart objects - as a high-resolution images. You can further control the level of processing quality using the settings here.

See the Image Settings section for charts to learn more about these settings.

Print as image
Select this option to add the table as an image on the report. Though a high-resolution image of the table can be rendered on the report, it limits the content of the table, as it is basically a screenshot of the object on your Qlik app dashboard. You will only see the data displayed on your Qlik sheet, and the scrolling area is not captured. For example, if there are 200 rows in your table, out of which only 15 are displayed on your sheet; then the report image will show only those 15 rows and the rest will be clipped out. Further, you will not be able to copy data from the image.

Show Caption
Optionally, enable this setting if you have given a title to the object in Qlik. It will show the Qlik object title additionally on top of the object. Note that this additional title comes from Qlik and only if it is set there (it's optional there as well).

Font
Select one of the Font options from the list and specify the font size for the general table content.
You can further specify other font and content styles individually and conditionally for each column in the column style editor.

Cell Border
Specify the color and the width of all inner cell borders.
Cell borders and Table borders are different settings. The outer table border is set in Appearance.

Here's an example showing the cell borders in Blue and the table border in Pink.

Max Rows
Specify the maximum number of table rows that you want to display for this object on your report. It lets you estimate how high the table will get approximately (the height is further affected by formatting settings e.g. cell padding or font size, as well as line breaks in the text content). 

This is particularly handy when used in combination with Top/Pareto and filter settings. Using this, you can configure views such as, show a table with the top 3 sales areas or the 5 most important customers, and so on. 

For unlimited rows, set the value as 0 (default).

Show Table Header
Select this option to show table headers in the report. The headers always repeat across multiple pages.

Empty values
Specify a symbol or text for Empty values. This symbol or text will be displayed in case cell values are empty.

Column Styles Editor

A click on the button Set Column Styles opens the Column Styles editor.
Go to article Column Styles to learn more about it.

Table elements from QlikView sources maintain all formatting settings for appearance, as well as the number formatting, when exporting them. Therefore the Column Styles editor is not enabled for QlikView tables, as you can set all the styles directly in the QlikView object of your source.

Notes

If you have selected the Print as image option, you can add notes to your table objects on PDF and PPTX exports to provide additional information to your users.

For example, you can add notes for commenting on something, drawing attention to a specific area in the report, taking a note for yourself, giving some context for colleagues, adding information that is not in the title or legend of the table, and so on.

To add a note:

1. Specify the Title (optional) and Note content in the corresponding fields.
2. You can also specify the Position of the note with respect to the object. Select the position from the four available options, top-left, top-right, bottom-left, and bottom-right.

For PDF reports, notes are exported as actual annotations in the PDF file. Users with sufficient privileges can further edit them, enabling active collaboration. The appearance of notes depends on the PDF viewer being used. For example, PDFs displayed on web browsers may appear different from what they appear in the Acrobat Reader.

In the case of PPTX exports, the notes are shown in the Notes area at the bottom of each slide. As the PPTX does not show notes directly on elements, all the notes are shown collectively at the bottom, if you have several elements with notes on one page. It is recommended to use Titles for notes to segregate them for each element.