The Contributions Table Widget

You can add metric and indicator values per Opportunity to a table on your dashboard using the contributions table widget.

Only the Opportunities that are selected in the Scenario are added to the table.

Adding Contributions Table Widgets to Dashboards

To add a contributions table widget to a dashboard:

  1. While editing or creating a dashboard, select Add Contributions Table using the Add Widget drop-down menu. The Contributions Data Table Definition window will open.

    2. Click image to expand or minimize. 

  2. Set up your table:

    4. Click image to expand or minimize. 

  4. Enter a name for the table in the Name field.
  5. Select the indicators and metrics to include in the table. Click Add ( ) next to a metric or indicator's name to add it to the table. Click Add All ( ) to add all of the metrics/indicators to the table in one step.
  6. To reorder the list of included metrics and indicators, click and hold Reorder ( ) next to the item you wish to move, and then drag and drop it onto a new position in the list.
  7. Click OK to create the table.
  8. Resize and reposition the widget, as required.

    9. Click image to expand or minimize. 

  9. Click the Save button to save your dashboard.

 

Column View for Scalars

An optional Column View is available for tables that display only scalars (no time series metrics).

The result will display the scalar metrics across columns rather than rows:

Show Metric Level

To view the Metric level (Opportunity, Scenario etc.) in the dashboard grid

  1. Hover over the table widget you wish to modify and click the Options icon ( ).
  2. Select Show/Hide Metric Level.

The Metric Level is displayed beside the Metric Name.

Click image to expand or minimize.

Export Table Widget Data to Excel

To export the data in a table widget to Excel

  1. Hover over the table widget you wish to export and click the Options icon ( ).
  2. Select Export Table.

The table data is exported to Excel.

To support pivot tables, common cell values are unmerged and populated.

Click image to expand or minimize.

Grouped Table Widgets

Activating a group (using the Group by drop-down menu) has no affect on a contributions table widget.