Table Visualization Improvements

🎯 Objective

In this article, you’ll learn about the latest improvements to table views, making data analysis faster, more intuitive, and more efficient within the platform.

This article includes the following sections:

• Exporting Data to CSV

• Document Links in Tables

• Column Sorting via Header

🆕 What’s new?

Your experience with tables just got better with three major updates:

📥 Exporting Data to CSV

You can now export table data to a CSV file, making it easier to run advanced analyses and integrate with other systems.

Key benefits:

🔍 Advanced analysis: Allows for more complex calculations and data cross-checks.
🔄 Integration: Enables exporting data to external tools.
📑 Audits: Makes extracting information for compliance and review easier.

Feature rules:

• All document IDs in the environment are exported, including those with null values.

• Only the columns currently shown in the table are exported—other data from the environment is not included.

• The current limit of 10 properties (columns) per table is respected.

🔗 Document Links in Tables

Now, the Document Number and Document Name properties become clickable when added to the table, allowing direct access to the documents.

How it works:

📄 Clickable columns: If these properties are in the table, they turn into links.
🔒 Permissions: If the user doesn’t have access to a document, they’ll be taken to an error page.

Main benefits:

🚀 Faster navigation: Quick access to document details.
👆 Fewer clicks: Go straight from the report to the document you need.

🔀 Column Sorting via Header

Now, you can click the sorting arrow in the column header to toggle between ascending and descending order—no need to enter chart edit mode.

Main benefits:

⚡ Speed: Fewer steps and clicks to organize your table.
🎯 Simplicity: Easily spot trends and key values.
🔄 Flexibility: Quickly switch between sort orders as needed.

With these updates, table viewing and editing is now much more efficient!
Use these improvements to optimize your analyses and streamline your workflow. 🚀