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Working with tables in Reports
Working with tables in Reports

Tables are the default format for viewing data in Neara Reports, and are highly customizable

Updated over a month ago

Tables are the default format for viewing data in Neara Reports, and provide a high degree of customization:

In this format the table columns are configurable, sortable, filterable, and can be rearranged and renamed.

The cells of the table can contain a variety of content including:

  • Text and numbers (including support for Unicode emoji and symbols)

  • Formulas

  • Hyperlinks - to navigate directly to items in your network and more

  • Controls - like checkboxes that represent on/off or yes/no, or color pickers that modify how a Report's data is visualized in the Perspective and other views

You can modify columns to display a value if they are empty, populate columns based on specific data fields, and export data in a variety of formats including CSV, Excel, GeoJSON, Shapefile, 2D KML, and DXF.

Configure a report's columns

Hover your mouse over a column's header to reveal the column's controls and settings:

Column width

To make a column narrower or wider, click and drag the right-hand vertical edge of the column header:

Move a column

To move a column, click and drag the Move indicator at the top of a column's header:

Add a column

Click the + icon to insert a new column to the left of the current column.

Using the example of a stay report add a column to show the Status of the pole it is attached to. In the popup, click the Field box and choose Pole and then in the sub-Field box choose Status. Give the column a name in the Title box.

The column's configuration will save automatically as you modify its settings. To dismiss the popup, click anywhere outside of it:

Remove a column

To remove a column from a report, hover over the column's header and click the Trashcan icon:

Modify a column's configuration

To view and modify a column's configuration (which controls the data displayed in that column) click the Gear icon in the column header.

If you inspect the configuration for a new, blank column it will show a popup with an empty configuration, ready for setting up:

If the column has already been setup, it will display the existing configuration which can look different depending on how the column has been configured.

For example, a column that displays the value of an existing data field:

Or a column that color-codes data in the Perspective View based on its values in the Report:

Or a column that populates data in its cells from a custom formula:

Bulk edit data

You can bulk update values in all rows for a specific column by clicking the edit/pencil icon:

If you make a mistake, you can undo a recent bulk change by pressing CTRL+Z (Windows) or COMMAND+Z (macOS) on your keyboard.

Filter data

You can filter a report's rows by the values displayed one or more columns by clicking the filter icon in column headers.

For example setting a filter to only shows rows where a column contains a pass or fail, or a value above or below a certain number:

If you set filters on multiple columns, they operate as logical “AND” conditions - i.e. if you have filters set on both column X and column Y, the report will show only rows that contain data that matches the filter for column X AND data that matches the filter for column Y.

To remove a filter on a column, click the filter icon on that column's header, and in the popup click the Reset icon:

Filter a column using a formula

The Formula filter on a column provides powerful filtering options in a report:

Insert the name of a Schema field that contains a formula that returns a List of strings.

The rows in the report will be filtered to only those where the value in that column matches one of the strings in the list.

Example

Consider a custom Pole report that includes a Label column, for the Pole's label. The report's rows contain Label values like LE-742, LE-741, LE-740, LE-739, ...

Open the Schema Editor by clicking the (+) at the end of any group of tabs. Under Model, add a new field with the name u_pole_filter_list

In the field, enter this formula:

List("LE-743", "LE-742", "LE-741")

In the Pole report, click the Filter icon in the Label column header, select Formula, and enter:

u_pole_filter_list

The report will be filtered to poles with labels equal to: LE-743, LE-742, LE-741.

Advanced formula filtering scenarios

This demonstrates a simple example of filtering with a static list of strings.

The Neara Formula Language creates advanced possibilities, such as generating filter lists on-the-fly and in response to other actions and data in a project.

See:

Sort data

To sort a report based on a column's values, click the sort icon in that column's header. Click to toggle between sorting by that column's values in ascending and descending order:

Export report data

You can export data from Report tables in a variety formats. See Export data from a Report

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