The table toolbar

Every table carries its own toolbar in the top-right corner of the widget. Anyone who can open the dashboard can use it: nothing they do changes the table for other people, and everything resets when the page reloads.

From left to right:

Control	Tooltip	What it does
Search box	Search…	Shows only rows containing the text, in any column
Download arrow	Export	Downloads the table as CSV or prints it to PDF
Sliders	Toggle Columns	Shows and hides columns
Four squares	Group By	Folds rows into expandable groups. See Grouping.
Pin	Pin Columns	Keeps columns on the left while you scroll sideways
Σ	Show Totals	Shows or hides the totals row. See Totals and % of group.
Grid with arrow	Transpose	Flips columns into rows
Funnel	Column Filters	Adds a filter box under every header
ⓘ	The widget’s description	Shows what the table contains and how long it took to load

A table whose builder set up row actions also gets an Actions button once you select rows. Widget filters, when the table has some, show as chips under the title; they’re covered in Filters.

Everything in the toolbar works on the rows the table loaded from the database, and all of them at once, not just the current page.

Search

Type in Search… to keep only the rows where any column contains the text. Upper and lower case don’t matter. The table jumps back to page 1, and the row count and the totals follow the search:

Sort

Click a column header to sort by it. Number columns sort from largest to smallest first, text columns from A to Z. Click again to reverse the order, and a third time to go back to the original order. The header shows ↓ or ↑ while sorted and ⇅ otherwise.

Only one column sorts at a time. A column whose builder unticked Allow sorting by this column can’t be sorted.

Column filters

Click Column Filters (the funnel) to add a row of filters under the headers. Each column gets an operator and a value box:

• Text columns: Contains (the default), Does not contain, Equals, Starts with, Ends with. Case doesn’t matter.
• Number columns: = (the default), ≠, >, <, ≥, ≤, Between. Between shows Min and Max boxes; leave Max empty for “at least Min”.
• Date columns: On (the default), Before, After, Between, with date pickers.

Filters on several columns combine: a row must pass all of them.

Column filters only narrow what’s on screen. To change which data the table fetches, use the widget’s filters or the dashboard’s filters.

Show and hide columns

Toggle Columns lists every column with a checkbox. Untick one to hide it; Show all brings them all back. Columns the builder set to Hidden by default start unticked, and columns set to Always hidden aren’t listed at all.

Pin columns

Pin Columns (menu Pin column to left) keeps the ticked columns at the left edge while you scroll a wide table sideways, in the order you tick them. The button shows how many columns are pinned, and Clear all unpins them.

Builders can pin columns for everyone with Pin Columns (Front-end) under Advanced on the Configuration tab.

Transpose

Transpose turns columns into rows, which reads better when a table has few rows and many columns. Product Line Summary has five product lines and four figures; transposed, the product lines run across the top:

The menu has:

• Transpose table: flips the table.
• Promote a column to headers: uses one column’s values as the new headers. Without it the headers are blank.
• A list to pick that column. First column is the default.

Builders can open the table transposed by default with Transpose table under Advanced, and set the same two header options there.

Transposing only changes the layout of the page on screen. While transposed there’s no totals row, no sorting by header, no column filters, no row selection and no clicking through to records. Exports keep the normal layout.

Export

Export offers two formats:

• Export as Excel (.csv) downloads a CSV file named after the table, such as Product Scorecard.csv. Despite the label, it’s a CSV file, not an .xlsx workbook. Excel opens it directly, accents and Arabic included.
• Export as PDF opens a printable copy of the table in a new browser window and starts the browser’s print dialog. Choose Save as PDF as the printer. Your browser must allow pop-ups for the dashboard.

Both exports contain:

• The visible columns, in their on-screen order. Hidden columns are left out.
• All rows that match the current search and column filters, on every page.
• The values formatted as on screen, such as $1,401,660 or 36.5%.
• The totals row, if it’s showing, right under the header.
• Groups as you see them: a collapsed group exports as one line, an expanded one with its rows.

Info

Hover the ⓘ button to read the table’s description, followed by how long the data took to fetch.

Hide controls from viewers

Builders can remove any toolbar control from a table, for example on a small summary where search and paging only add clutter. In the Dashboard Builder, select the table, open Configuration, expand Advanced, and tick the controls to hide under Toolbar:

Option	Hides
Hide search bar	The search box
Hide export / download	The Export button
Hide group by	The Group By button and the × on grouping chips. A default grouping still applies.
Hide pin columns	The Pin Columns button. Default pins still apply.
Hide column visibility toggle	The Toggle Columns button
Hide totals toggle	The Σ button. Show Totals still decides whether the row shows.
Hide transpose toggle	The Transpose button
Hide column filters toggle	The Column Filters button
Hide info tooltip	The ⓘ button
Hide footer (row count + pagination)	The row count and page buttons. All rows then show on one page that scrolls inside the widget.
Hide header row (also when transposed)	The column headers, and with them header sorting

Product Line Summary above hides the search bar and the footer.

Tip

Hiding the export button stops casual downloads, but it isn’t a security control: anyone who can see the table can copy what’s on screen. Control access with the dashboard’s sharing settings instead.