Chart Types - Table Chart

Overview

A Table Chart displays data in a structured tabular format inside the Dashboard.

It allows users to view task, subtask, or time entry data in rows and columns.

Unlike graphical charts, Table Charts focus on detailed records instead of visual trends.

You can customize columns, apply grouping, define sorting rules, and display aggregated summaries.

Table Charts are useful for reviewing detailed data such as logged hours, task lists, assignees, and estimations.

Subscription Association

The Chart Type – Table Chart is available across all subscription plans.

Create Table Chart

To configure the Table Chart in the Dashboard, follow these steps:

1. Navigate to the Dashboard module.
2. Click on Add Widget.
3. Enter a name for the widget.
4. Select Table Chart from the available chart options.
5. Choose between the Data and Format tabs to configure the widget.
6. Configure the required settings.
7. Click Update Widget to save or Discard to cancel.

Configuration of Table Chart

The Table Chart configuration is divided into two primary categories:

• Task – Displays task and subtask-related data.
• Timesheet – Displays time entry-related data.

Data Configuration

Field Name	Settings	Description
Based On	Task & Subtask / Time Entry	Defines the dataset used for the table.
Include Subtask	Checkbox (Yes/No)	Determines whether subtasks are included in the dataset.
Type	Simple / Summary	Defines whether the table displays raw data (Simple) or grouped data (Summary).
Select Columns	List of available fields	Allows users to choose which columns appear in the table.
Group By*	Assignee / Task Name (Summary only)	Available only in Summary type. Groups data based on the selected field.
Default Sort By	Selected column	Allows sorting based on any selected column.
Order	Ascending / Descending / None	Defines the sorting order of the selected column.
Show Summary	Checkbox	Displays aggregated values for numeric columns.
Summary Type	Sum / Avg / Min / Max / Count	Available for numeric fields such as Logged Hours or Estimation.

Simple vs Summary Type

Simple Type

• Displays detailed records.
• No grouping is applied.
• Data appears row by row.

Summary Type

• Enables Group By option.
• Groups data based on Assignee or Task Name.
• Allows aggregation of numeric fields.
• Works with the Show Summary option.

Show Summary Behavior

When enabled:

• Users can apply aggregation to numeric fields.
• Available functions:
  • Sum
  • Average
  • Minimum
  • Maximum
  • Count

For example, Logged Hours can display the total sum or average based on selection.

Filters

Users can click + Add Filter to apply conditions.

Filters allow refining the dataset before displaying it in the table.

Format of Table Chart

The Format settings allow users to customize the appearance of the Table Chart.

Field Name	Settings	Description
Background Color	Color Selection	Sets the background color of the widget.
Header BG Color	Color Selection	Sets the background color of the table header.
Header Font Color	Color Selection	Sets the font color of the header text.
Font Color	Color Selection	Sets the font color of table content.
Font Size	Numeric value (e.g., 15px)	Defines the size of the table text.
Apply Stripe Rows	Checkbox	Adds alternating row colors for better readability.