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Create a table

Add a Table object that shows Performance Indicator data side by side in columns, with optional derived columns and limit, target, and trend markers.

Prerequisites​

Steps​

Add the Table object​

  1. In the repository tree, select the folder or object where the table belongs. You can create a Table in most places except the Risk Catalog.
  2. Click Add object, choose Table, type a Name, and click Finish.

Add Performance Indicators​

  1. On the table's Table tab, click Edit Table.
  2. Click Add Performance Indicator, pick the indicators in the Choose Objects dialog, and click Confirm selection. Each indicator becomes a column.
  3. Optionally click Add Derived PI to add a computed column: name it and choose the operation — Sum, Average, Max, Min, or Median. The derived column applies the operation across the other columns' values for the same date or category.
  4. Each row in the editor lists the indicator's data type and rating system, a Color picker for the column background, and controls to delete or reorder it.

The table editor with two Performance Indicators and a derived column, each with data type, rating, color, and order controls.

Configure the columns and the table​

Changes in the editor apply as you make them; click OK when you're done.

Select an indicator's name in the editor to configure its column:

  • Display — Date grouping buckets the rows (daily through yearly; the grouping applies to every indicator in the table), Value grouping condenses each bucket (Average, Open, High, Low, Close, or Sum), Rounding trims decimals, and Rollup type adds a summary row for the column (Sum, Average, Max, Min, or Median). You can also hide the column, give it a custom display name, show the unit in the header, and set the text and header alignment.
  • Limits — Show limits adds a traffic-light marker to each value, colored by the indicator's limits; gray when no limit covers the value.
  • Target — Show target adds a marker showing each value against the indicator's target.
  • Trend — Show trend adds a green up arrow, red down arrow, or gray circle for a flat trend next to each value.

The editor's Display tab holds table-wide options: the alignment of the date column, the label of the summary row, how much history to show, the date column's background color, and an auto-refresh interval (Every 5 seconds to Every 15 minutes).

Verify​

Open the table's Table tab. The columns show one row per date or category — grouped if you set a date grouping — with the derived column computed across them.

A Table object showing two Performance Indicator columns and a derived average column, grouped by month.