Visualization options reference — every control in every builder

The plain data grid — the default output before you choose a visualization — has its own Config menu in the preview toolbar. Four controls, enough for a simple grouped or totaled list. One limit to keep in mind: the totals and subtotals here are presentation-layer — they don't recalculate when a viewer sorts or filters. When you need totals that stay correct, use the Aggregate Grid below. Step-by-step: Add Totals and Hierarchy.

A specialized visualization with its own builder (open Visualizations → Aggregate Grid). Each report field is a card with a checkbox (ticked = included); click the three-dots menu to configure it. Totals here are attached — they recalculate on filter and follow the rows on export, unlike the default grid. The Aggregate Grid does not support drill-down. Step-by-step: How to create a new Aggregate Grid report.

Per-field action menu (three dots)

Settings accordion

Heading Colors (apply only when a column is grouped)

Group Top Level Color (default #E9E9E9) and Group Sub Level Color (default #F9F9F9) shade the group heading rows.

Data Row Conditional Highlighting

Shade rows by a rule — e.g. color a status, or compare two numeric columns. Add more than one rule; the trash icon deletes one. Step-by-step: color conditional row highlighting.

A specialized cross-tab visualization with its own builder (open Visualizations → Pivot Grid). You arrange fields into areas and the preview rebuilds in real time. Good for showing the important facts rather than every detail. The Pivot Grid does not support drill-down. Step-by-step: How to configure a Pivot Grid report.

Field areas (field chooser)

Right-click a field

Sidebar checkboxes

Show Field Chooser reopens the drag-and-drop chooser. Saving the pivot stores its current state — which dimensions are expanded and which filters are set; users open in that state and can keep expanding and filtering live, with values recalculating.

KPI Title — the heading above the number; leave blank to show the value alone; type @ to insert a report value. Select Display Type — Big Number and Trend (one value, optional comparison, goal, and small chart). Select Value Column — the column the card reads its number from; must be typed as a number for Sum/Average (text can only Count).

Pick a period-based source and four more fields appear:

Number Format — None / Fixed point / Percent / Large number (1.2M) / Currency, with decimals and currency symbol. Display only; never changes the arithmetic. Value Color — the color of the large value (text values are colored too).

Compare to — the recipe (time-based source only)

You’re only offered recipes your data can calculate. If a recipe reaches past the end of your data, the comparison simply doesn’t render.

Trend — None / Line-area / Bars, a small chart of the value over time. Needs a period-based source and a readable date. Bar Color (Bars only), Show points on the line, Highlight high & low points. Dense data is grouped automatically so the shape stays readable.

Tick Show a status label based on value to add a colored word beside the change chip.

If the reference can’t be worked out — no goal, a goal of zero, a missing prior period — no status word is shown rather than a meaningless color.

Heading — the word before the target (defaults to Goal; try Target or Budget), with prefix/suffix labels. Direction — Higher is good / Higher is bad / None; colors the arrow (the arrow always points at where the value sits relative to the target). A goal of zero is a real goal.

In Caption, type @ for a token the card resolves at run time. Subtitle is a fixed line beneath. Tokens that can’t resolve render as nothing.

Drill-down — set a Target Report and the card becomes clickable, opening filtered to the rows behind the number (for a period card, the exact date range of the period clicked). Map period to target date field names the field in the target to filter; the target must share the same underlying date field. Viewer Controls — let dashboard readers switch the period grain (with Periods offered) or the comparison basis, without editing the card; nothing is saved. Neither appears for year-less period labels.

Display Type — Numeric (colored values) or Text (labels); everything below changes to match. Date Field — the column that places each row on a day; only readable dates appear. Build it as DTZ or DOZ (Add Formula → change the type) so browser time zones don’t push rows onto the day before — on this report and any drill-down target.

Current Value Field — the number a day is colored by; a text field falls back to counting rows.

Comparison Value Field (optional) — a second number to measure the day against, with Comparison to Zero deciding what shows when it’s zero: Infinite / Absolute / NoData / Current.

Label Field — the column whose value is written on the day.

Rank By — the measure totaled per label, shown only for Top label by a measure.

Format Type — None / Fixed Point / Percent / Large Number (1.2M) / Currency, with Decimal Places and Currency Code where they apply. Display only.

Show Legend turns it on; Legend Position places it (Top/Bottom, Left/Center/Right); No Data Color / Text colors days with no rows. Legend Mode is Static (discrete bands) or Gradient (a continuous scale — available once a comparison exists, and can read as a percent).

A day matching no band takes the No Data color, so a catch-all band is a good habit.

Totals and averages are computed from the underlying data, not the rounded number shown on each day. In Text mode, the roll-up reports the period’s most common label.

Target Report — makes each day clickable, opening the target filtered to that day. Select Date Field — the field in the target to filter (it must contain that same date field, or it’s ignored). Use Criterias — passes the calendar’s own filters through too. The target’s date field should also be DTZ/DOZ, or the drilled day won’t line up.