Working with Tables

The table visualization carries far more behaviour than a grid of numbers — most of it reachable from the column header menu.

A short animated walkthrough that plays by itself. Use the chapter bar to jump to a step, or open it on its own page.

ℹ️ Where to Click Most of what follows lives in the column context menu — click a column header. Cell-level actions are on the right-click menu over a cell.

Sorting

Sort Ascending / Sort Descending from the column header menu.
Multi-column sort — sorting by a second column keeps the first as a tiebreaker, and the applied sort order is tracked so it can be reviewed and removed.

Filtering

Tables offer several filtering routes, each suited to a different situation.

Column Filter Builder

From the column header menu, build a filter with multiple condition rows combined with All (AND) or Any (OR). Add and remove rows as needed, then apply or clear.

Search Row

A per-column search row can be toggled on, giving every column its own quick text box for narrowing rows client-side. Typing in several columns narrows further each time — the conditions combine with AND.

Global Search

The magnifying-glass icon in the table header opens a single Search table… box that searches every column at once. A row survives if any column matches.

💡 Global Search vs. the Search Row They combine differently, and that's the whole distinction. The search row ANDs across columns — use it when you know which column holds what. Global search ORs across them — use it when you know a value exists somewhere in the row but not which field it's in.

Press Escape to collapse the box and clear the term in one action. Columns rendered as sparklines are skipped, since there is no text in them to match.

Column Stats Panel

Each column has a mini statistics panel. Beyond showing the distribution, it doubles as a filter — click a value or bar in the panel to filter the table to it.

Cross-Filtering

Clicking a cell or row can filter the rest of the dashboard to that value, including or excluding it. See Adding Filters for how filtering works across a report.

Row Grouping

Group by this column in the column menu collapses the table into groups, with Remove Grouping to undo it.

Multi-level grouping — grouping by more than one column stacks nested levels.
Bin & group by this column — on numeric columns, group into ranges instead of exact values.
Each group header row is collapsible, shows a count, and gives a subtotal per numeric column using that column's own summary aggregator.
A pill bar shows the active group-by levels.

Binned Grouping

Grouping a numeric column by exact value usually produces one group per row, which is no use. Bin & group by this column — in a submenu next to Group by this column — buckets the values into ranges first, so a Score column groups into 0 – 10, 10 – 20, and so on.

Set a Bin size to choose the range width. Leave it blank and PersivX picks one automatically from the spread of the data. Either way the number of bins is capped at 200.

ℹ️ Ranges Are Shared Across Sibling Groups Bin boundaries are computed once per column across all visible rows, not separately within each parent group. Every group at every nesting level therefore uses the same ranges, so two sibling groups can be compared bucket for bucket.

Binned levels are marked with a small chart icon on their pill in the group-by bar. Re-grouping a column plainly removes its binning.

⚠️ Not Available on Paginated Tables Grouping works on the rows already loaded in the browser. It is unavailable when server-side pagination is on — if grouping, binned or not, appears to do nothing, check whether the table is paginated.

Merging Repeated Values

Switch on Merge & Center Same Values in an attribute's settings in the report builder — alongside Text Wrap and Vertical Alignment — and each run of identical values down that column is shown as one tall cell. The value appears once, centred vertically across the rows it covers, and the lines between those rows are removed. Turning the switch on also sets Text Align to centre; change it afterwards if you want the merged value aligned left or right.

Only consecutive rows merge. The same value further down, after a different one, starts a new cell — so sort by the column first if you want each value merged into a single block.
Empty cells are never merged, and a merge never crosses a group header.
Vertical Alignment set to top or bottom places the merged value at the top or bottom of the merged cell instead of the middle.
Rows hidden by a filter or search are skipped, so values on either side of them can merge.
It has no effect on summary columns or on columns shown as sparklines.

Merge several columns and they nest from left to right. With Region and Country both merged, a country is only merged within its own region — the same country name under two different regions stays as two cells.

Clicking anywhere in a merged cell acts on the row you clicked, so drill-down and Explore Data behave as they do without merging.

ℹ️ Display Only Merging changes how the table looks, not the data — filtering, sorting and drill-down still work on every row.

Merged Cells in Excel Exports

Excel exports (.xlsx and .xls) merge the same runs into real merged cells, centred the same way as on screen. CSV exports and exports from Explore Data repeat the value on every row instead. A merge never spans rows at different drill-down levels, so Excel's row grouping still expands and collapses cleanly.

When a report's table data is attached to a scheduled email, the attachment is merged and shaded the same way. That includes emails that split the data per recipient or per group: each recipient's file is merged and alternately shaded over its own rows, starting from the first row, rather than keeping the stripes and merges of the full table.

⚠️ Sorting Merged Cells in Excel Excel won't sort or filter a range that contains merged cells of different sizes. To sort an exported sheet, select the merged column and choose Merge & Center on Excel's Home tab to unmerge it first.

Column Display

Feature	What it does
Resize	Drag a header edge.
Reorder	Drag columns into a new order.
Pin / freeze	Pin a column to the left or right so it stays visible while the rest scrolls.
Value display mode	On numeric columns, show values as plain text, as sparkline bars, or as a sparkline. Reached from the eye icon on right-aligned numeric headers.
Raw vs. formatted	Toggle a numeric column between its formatted display and the underlying raw number.
Expand / collapse	For grouped and pivot headers, expand or collapse the columns beneath them.
Alignment & text	Horizontal and vertical alignment, text wrap, text case (none / upper / lower), and merging repeated values into one cell (see above).

Number and Date Formatting

Formatting is set per column and applies to what readers see, not only to exports.

Comma grouping — none, international, or Indian
Decimal places
Abbreviation — shorten large numbers
Prefix and suffix — including currency-style symbols; these can also be pulled per row from another series, so a value can carry its own row's currency
Date display — YYYY-MM-DD, DD-MM-YYYY, YYYY-MM, or MM-YYYY

💡 Exports Match the Screen Excel exports carry these number formats through, so a downloaded file looks like the table it came from rather than a wall of unformatted decimals.

Conditional Colouring

Per column, text colour, cell background, and badge background can each be driven by a list of conditions. Each condition compares the cell — is, <, <=, >, >=, or a match on the column header — and maps to a colour, with a default fallback for anything that doesn't match.

Rows

Row numbers, optionally reversed
Banded rows with a configurable alternate background colour
Row height
Pinned summary rows held at the bottom while the table scrolls
Sticky parent row in drill and pivot views, so context stays on screen

Summary Formulas

Click a footer cell to change its aggregation on the fly: None, Sum, Average, Count, Maximum, or Minimum. This is also the aggregator that row grouping uses for that column's subtotals.

Cell Interaction

Selection — click and shift-click to select a range, with arrow-key navigation. A summary bar appears for the selection.
Copy value from the right-click menu.
Explore selected cells — send just the selection into Explore Data.

Comments

Rows can carry comments — added inline from a popover, or managed in full for a row. Comment icons can be shown inline, and the table can auto-refresh when a comment is added or updated. Comments can be scoped to specific attributes or drill levels.

Export and Print

Excel (.xlsx or classic .xls) and CSV — CSV is hidden for governed datasources
Export scope — all rows, only included (highlighted) values, or only excluded values
Collapsed columns — choose whether to include them when the table is pivoted or drilled
Flat rows export when the table has drill levels
Download as JSON
Print the table, or the whole dashboard. Download report as PDF and Print the report use the filters applied on screen at the time you click.

ℹ️ Export Is a Permission Export actions depend on whether you have data-export rights, and CSV is withheld entirely on governed datasources.

Exporting a Tab Visual

Exporting a Tab visual to Excel gives one workbook with a sheet for every table in it, in tab order, each named after its table. A tab can hold a table directly or a section of several visuals; for a section, each table in it gets its own sheet, and other chart types are left out.

Tabs that load only when opened are loaded for the export, so you get every tab, not just the ones you clicked. A tab that hasn't loaded within a minute is left out.
Tabs you don't have access to are left out.
A section with Skip from exports switched on (in the section's settings in the report builder, next to Load children in parallel) contributes no sheets. Use it for a tab whose tables are only there to look at, such as a summary that repeats another tab's data.
Sheet names are trimmed to Excel's 31-character limit, with characters Excel doesn't allow removed. Tables with the same title (or no title) get a number added, such as Sales (2).

Scheduled emails that attach data in Excel do the same for any Tab visual in the report: every tab the subscription's owner can access is included, one sheet per table.

View Controls

Focus mode — enlarge one visual to fill the view
Enlarge table height
Fullscreen for the whole dashboard