Table of contents

• Basic functions
  • Add a table
  • How to access and download saved tables 
  • Edit table
  • Remove a view 
  • Duplicate a table
• Advanced functions
  • Share and manage access to tables
• Connect Tabulate data to other software
  • Power BI integration
  • QlikSense integration
  • Microsoft Excel integration

In Tabulate, save report tables designed from the data collected in Position Green. This is helpful for frequently used tables. Tables can be shared with other users in the organization or kept private.

Basic functions

Add a table

To add a new table, click “Add table”. 

“Add table” in the top-right corner

Type a name for the table (it can be changed later) and click “Add”. The table editor opens, where the table is created. Read more about how to create a data table here. The tables are saved automatically. 

How to access and download saved tables 

To open a saved table, click its name.

Click a table to open it

From here, export the table to a spreadsheet.

“Download spreadsheet” in the top-right corner

Edit table

To edit the table, click the three dots and then “Modify data table” to return to edit mode.

“Modify data table” in the three-dot menu

To change only the name, click “Modify details” instead. A description of the table can also be added here.

Change the name and description in “Modify details”

Remove a view 

A table that is no longer needed can be deleted. Click the three dots and then “Delete”.  

“Delete” in the three-dot menu

Duplicate a table

To duplicate a table, click “Copy table”. A new table is created with the same content.

“Copy table” in the three-dot menu

Advanced functions

Share and manage access to tables

By default, a new table is only visible to its creator. To share a table, click “Edit Permissions” and choose who to share it with.

“Edit Permissions” option

Under Grant access to, select the company name to share the table with the whole company, or select “Restricted” to choose specific recipients. These can be a type of user, such as “Controller”, or a specific user.

Restricted access

Select a role group or a specific user

Add either a whole user group or a specific user from the organization.

When adding a specific user there are three levels of access.

• Reader - the default setting. The user can only read and download the table
  
• Editor - the user can read, download and edit the structure of the table, and manage who has access to it.
  
• Owner - the user labeled as owner and responsible for the table. A table can only have one owner.

Access levels of the table

Connect Tabulate data to other software

Power BI integration

Read how to integrate tables with Power BI here.

QlikSense integration

Read how to integrate tables with QlikSense here.

Microsoft Excel integration

Read how to integrate tables with Microsoft Excel here.