TABLE OF CONTENTS
In the Tabulate, you can save your designed report tables from the data collected in Position Green. This is helpful for tables you come back to often. You can have shared tables with other users in your organization or ones just for yourself.
Basic functions
Add a table
To add a new view you click "Add table".
Add a table in the top right corner
You type the name you would like your view to have (you can change this later as well) and then you click "Add". You will now be directed to the table editor, where you create your table read more about how-to here. The tables are saved automatically.
How to access and download saved tables
When you want to look at the view you created before, you click on the name of the table.
Click the table you would like to open
From here you can export the view to a spreadsheet.
"Download spreadsheet" in the top right corner
Edit table
If you need to edit the table you can still do this, by clicking the three dots, and then "Modify data table" and you will get back to edit mode.
If you just want to change the name, you click "Modify details" instead. Here you can also add a description of the table.
Change name and description through Modify details
Remove a view
You can also fully delete a view that you don't want anymore. You do this by clicking on the three dots, and then clicking on "Delete".
Duplicate a table
If you want to duplicate a view, click "Copy table" and a new view will be created containing the same information.
Advanced functions
Share and manage access to tables
A table you create is by default only visible to you. To share your tables with others, click "Edit Permissions" and here you can choose who to share it with.
Under "Grant access to" you can choose to share it with the whole company by choosing your company name, or you can choose yourself more specifically who to share it with by choosing "Restricted". This could be a type of user, like a "Controller," or a specific user.
Restricted access
Select a role group or a specific user
You can add either a whole user group or a specific user from your organization.
When adding a specific user there are three levels of access.
- Reader - the default setting. This means that the user only will be able to read and download the analytics view
- Editor - with this access the user is able to read, download, and edit the structure of the view, and manage who got access to the table.
- Owner - the one labeled as the owner / responsible for the analytics view. There can only be one owner of an analytics view.
Access levels of the table
Connect your Tabulate data to other software
Power BI integration
You can find how to integrate your tables with Power BI here.
QlikSense integration
You can find how to integrate your tables with QlikSense here.
Microsoft Excel integration
You can find how to integrate your tables with Microsoft Excel here.
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