Freeform table overview freeform-table-overview

In Analysis Workspace, a Table Freeform table visualization is the foundation for interactive data analysis. You can drag and drop a combination of components into rows and columns to create a custom table for your analysis. As each component is dropped, the table updates immediately so you can quickly analyze and dig deeper.

Freeform Table showing components in rows and columns including Visits and Online Orders for multiple web pages.

To create and configure a Freeform table:

Automated tables

The quickest way to build a table is to drop components directly into a blank project, panel or freeform table. A freeform table is built for you in a recommended format. Watch the tutorial.

A new Panel with the visits component dropped onto the working space.

Freeform table builder

If you prefer to add several components to your table first, then render the data, you can select Enable table builder. With the builder enabled, you can drag and drop dimensions, breakdowns, metrics and filters to build tables that answer more complex questions. Data updates once you select Build.

A Freeform Table Builder showing

Interactions

You can interact with and customize a freeform table in a variety of ways:

Filter and sort

Rows

  • You can quickly create a new visualization from one or more rows using GraphBarVerticalAdd .
  • You can fit more rows into a single screen by adjusting the project’s view density.
  • Each dimension row can show up to 400 rows, before pagination occurs. Select the number next to Rows in the first column header, to show more rows on a page. Navigate to a different page using ChevronRight in the first column header.
  • You can break down rows by additional components. To break down many rows at once, select multiple rows and then drag the next component on top of the selected rows. Learn more about breakdowns.
  • Rows can be filtered to show a reduced set of items. Additional settings are available under Row settings.

Columns

  • Components can be stacked within columns to create filtered metrics, cross-tab analysis and more.
  • Each column’s view can be adjusted under the column settings.
  • Several actions are available through the context menu. The menu provides different actions depending on if you select the table header, rows, or columns.

Settings

Select Setting to display Table settings. The following specific visualization settings are available:

Data source

Option
Description
Linked visualizations.
Lists all linked visualizations.
Show data source
When unchecked, the freeform table that functions as the data source for the visualization is hidden in Workspace.

Settings

Option
Description
Align dates from each columns to all start on the same row
To align or not align dates from each columns to all start on the same row.

Context menu

The following context menu options are available from the header of the visualization:

Option
Description
Insert copied visualization n
Paste (insert) a copied visualization to another place within the project, or into a completely different project.
Copy data to clipboard
Copy data from the visualization onto the clipboard.
Copy selection to clipboard
Copy the selection from the visualization onto the clipboard.
Download items as CSV (dimension name)
Immediately download the dimension items (to a maximum of 50,000) of the visualization to your local device. A maximum of 50,000 dimension items for the selected dimension.
Copy visualization
Copy the visualization, so that you can insert the visualization to another place within the project, or into a completely different project.
Download data CSV
Immediately download the displayed data of the visualization to your local device.
** Export full table…**
Export the full table to a designated cloud locations. See Exports Customer Journey Analytics reports to the cloud
Duplicate visualization
Make an exact duplicate of the visualization.
Edit description
Add (or edit) a text description for the visualization. See Text.
Get visualization link
Copy and share a link directly to the visualization. A Share link dialog displays the link. Select Copy to copy the link to your clipboard.
Start over
Delete the configuration for the current visualization so you can re-configure it from scratch.
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