Visualize and present data
Mode reports offer a number of built-in charts and tables that can be quickly built on top of query results.
To manage built-in charts and tables in the report editor, locate and hover over the visualization's name on the left side of the report editor and click the More button to:
- Duplicate: Creates a copy of the visualization and adds it to the report layout.
- Add to builder: Adds the visualization to your report's layout if it is not already there.
- Remove from builder: Removes the visualization from the report layout but does not delete it from the editor.
- Delete: Removes the visualization from your report layout and deletes it from the editor.
Tables present data in a format that is highly adaptable and easily understandable for end users. Users have two ways to create new tables. One approach involves selecting the Table chart from the green "Add Chart" dropdown located above the query editor by clicking on it.
Another option is to find the query with the data you want to display and click the + button under it and select the Table chart.
The initial step for creating a table is to add desired columns from the "Dimensions" and "Measures" fields to the "Columns" section. This can be accomplished by using the drag-and-drop method or by using the type-ahead search option. Additionally, it is possible to include columns that are intended for use as filters within the "Filters" section. Column formatting options are available in the toolbar above the table.
The user can sort any field in the Flat Table by ascending or descending order. The sorting hierarchy can be defined by specifying primary and secondary sort fields, or more levels if needed in the chart designer, Report View and Explorations.
Sort settings can be found in the field context menu or on the toolbar for chart designer and Explorations. In the Report View, it can be found in the field context menu.
The sorting hierarchy can be rearranged using the grab icon as shown in the demo video below
The sorts on fields can be cleared individually using the “Clear sort” option in the field context menu.
All sorts applied in the table can also be cleared using the “Clear sorts” option in the toolbar.
Column alignment options left, center, or right can be enabled or disabled.
Column text wrapping can be turned on or off. If the wrapped content exceeds three lines, the remaining part will be truncated. Similarly, the column header will wrap up to two lines before truncation.
Decrease the number of decimal places for columns formatted as number, percentage, or currency.
Increase the number of decimal places for columns formatted as number, percentage, or currency.
Format column as number with commas as thousand separators. This format can be customized by navigating to More formats...by clicking on the Number button
Format column as currency, with the US dollar currency symbol. This format can be customized by navigating to More formats... by clicking on the Currency button
Format column as percentage with two decimal places. This format can be customized by navigating to More formats... by clicking on the Percent button
The Format button updates to reflect the data type of the column. Users can customize the format by navigating to “More formats”. The options available under “More formats” change based on the datatype of the column.
A field in the Flat Table can be formatted as a URL from the Format options in the the top toolbar or using the format option in the field context menu.
A field in the Flat Table can be formatted as a URL and can be displayed as text, text with underline or as an icon. This formatting creates hyperlinks that serve as references to other web pages or resources.
The custom setting offers more advanced options to tailor the display and functionality of hyperlinks.
The text displayed for the hyperlink can be customized.
A reference field can be used as the URL address.
A URL can be constructed using a reference field with the field being formatted as the display text. For example, the domain and page name fields to generate the complete URL.
The reference field used as the URL address can be any field in the underlying data and has to be added to the Flat Table.
Size to fit
The columns of the table are optimally sized to fit the chart designer by default. This option can be changed to Manually size to update the column size based on user preferences.
Export Tables as CSV
Tables with Report filters, chart filters or sorts applied can be exported as CSV files from the Quick Chart Table designer, Explorations, and the Report View. There is a 300,000 row limit on the tables that can be exported. Tables that are above this limit will be truncated.
In the Quick Chart Table designer, the "Export to CSV" option is enabled in the toolbar when fields are added to the Flat Table. In Quick Chart Table Explorations, the "Export to CSV" option can be found in the toolbar above the Flat Table. In the Report View, the "Export to CSV" option can be found in the context menu. Clicking on the “Export to CSV” option will start generating the CSV file and add it to the "Recent Downloads" drawer. A blue loading icon will appear while the file is being generated, a red X icon will indicate an error, and a green check icon will indicate that the file is ready for download. Clicking on the "Download" button next to the file will download the CSV file.
Multiple tables can be exported simultaneously, and the files are organized in order of recency, with the most recent files at the top in the drawer. The "Recent Downloads" drawer can be closed using the "x" icon, and can be re-opened by clicking the "Export to CSV" option again. The same CSV files will be available in the drawer once re-opened if there were CSV files in the drawer prior to closing it. For more detailed instructions, please refer to the gifs provided.
Export CSV files from the Quick Chart Table chart designer
Export CSV files from the Quick Chart Table Explorations
Export CSV files from Quick Chart Tables in Report View
Table formatting options
Table formatting options can be accessed by clicking on the “Format” section to the right of the “Data” section. Formatting options selected will persist beyond the current session and will determine how the Table appears on the Report page. The table formatting options available are:
- Alternate row colors options to make tables easier to read for end users.
- Three row height options: standard, compact, and open are available. Altering row heights on larger tables can make more rows appear at once and reduce the amount of scrolling needed to navigate the table
- Hide column or row gridlines. Column and row gridlines are turned on by default.
- Show the row numbers. The row numbers are turned off by default.
Page size customization
The table is paginated to enhance loading speed. The default number of rows per page is 100 rows. The number of rows shown per page can be customized by adding any number between 1 to 1000 in the input box located in the bottom right corner. The page size can be updated in the chart designer or Explorations.
Data profiling provides a summarized overview for each column in a Flat Table, taking into account chart and Report filters. Data profiles reflect the total values of the entire table and not just the page in view. The summary varies based on the data type of the column:
- Categorical fields: Count of distinct values
- Numerical fields: Sum, average, minimum, and maximum values
- Boolean fields: Sum (count of true values)
- Date fields: Minimum and maximum dates
- Valid calculated fields will also have data profiles, and the displayed summaries depend on the data type.
By default, data profiling is turned off. It can be turned on by checking the “Show data profile” option in the settings gear in the chart designer or the settings menu in the Report Builder. In Explorations, the data profile setting is available in the Format panel.
Mode includes a number of built-in charts that you can quickly build on top of query results and add to your reports. To add a new chart:
- On the left side of the report editor, find the query with the data you want to visualize and click the New button under it.
- Click Add Chart.
- Under Chart Settings, select the desired chart type from the dropdown menu and then follow the instructions in the middle of the window.
Each column in your query's data is categorized as either a measure or a dimension based on the data it contains.
Dimension: Data that is typically qualitative and gives context to one or more measures (e.g., sales territory, customer ID, customer segment, etc.). Dimensions typically hold discrete data, such as categories or hierarchies, that cannot be aggregated.
Measure: Data that is quantitative and must be contextualized by one or more dimensions in order to be effectively understood (e.g., revenue, number of customers, etc.). Measures are typically aggregated (e.g., using sum, average, count, etc.) and grouped by dimensions.
Once you add a measure to your chart as a dependent variable (i.e., on the y-axis), you can click on its pill to adjust the type of aggregation that is performed.
Big value visualizations are useful for highlighting key metrics and how those metrics change over time. You can create new Big Values in many different ways. One option is to click on the green “Add Chart” dropdown in the query editor page. Once you land on the chart editor page, the default chart selection is Table. From there you can begin constructing a Big Value by navigating over to the Settings section and selecting the “Big Value” chart.
Another option is to find the query with the data you want to display and click the green + button under it. From there, you select the “Add chart” option, and as with the first method once you land on the chart editor page the default chart selection is Table, and you can switch over to Big Value by navigating to the Settings section and selecting the “Big Value” chart.
Once you navigate to the Big Value chart, you can use the following options to configure your Big Value. You can add any field from either Dimensions or Measures into each of these dropzones:
Value: The field with the data you want to display. Click on the little arrow to the right of the column name to choose the aggregate type.
Trend By: The field that you would like to group the dataset by to determine the aggregate values. After you’ve dropped a field in here, the Value we display is the last one in your grouped dataset. Note that the the default sort order is ascending by the field you have in the *Trend by. *If you would like to alter the sorting, you can do so by clicking on the sort ascending and sort descending buttons in the toolbar above.
Indicator: Chooses how the inputted value compares to another value. Click on the little arrow to the right of the field name to choose the aggregate type, calculation format, and the value for comparing to the Big Value. Note: If you want to mirror the functionality of the Mode’s old Big Numbers, add the same field that you have in the Value dropzone to the Indicator dropzone.
Format: use format shortcuts at located in the top toolbar to the right panel’s to customize the formats of Value and Indicator. These options include plain text, currency, number, and percentage.
** Note that we now no longer actively support Display Tables and we are in the process of sunsetting them at some point in the future **
The first time you successfully execute a query, a display table containing the query's results is automatically added to your report. By default, data tables display all columns returned in the underlying query and each column is formatted according to the data type of each column.
Click on Display Table under any query in your report to control how that query's display table is formatted and sorted, and to show or hide columns:
- Columns: Un-check any columns on the right side to remove them from the table.
- Sort: Click the header of the column you'd like to sort the table by and click the drop down button to choose how you want the table sorted.
- Formatting: Click on the column header for any column to see formatting options for that column on the right side of the window. Depending on which format you choose, a number of additional customization options will appear.
A pivot table aggregates and summarizes (e.g., using sum, average, count, etc.) query results and presents them in a data table. To add a pivot table to a report:
- On the left side of the report editor, find the query with the data you want to display and click the New button under it.
- Click Add Pivot Table to add a new pivot table to the report's layout.
- Add one or more fields to the quadrants on the bottom right to configure. This can be done by dragging and dropping fields or by using the type ahead search option. Fields should be added to the rows quadrant in the order of nesting.
Creating a Pivot Table
To create a pivot table, start by opening the New Chart menu. You can launch the New Chart menu in two places:
- In the left sidebar of the report editor, find the query with the data you want to work with and click the indented button under the query.
- While working on a query in the SQL editor, you can access the New Chart menu above the SQL editor.
Once you have opened the New Chart menu, select Pivot Table.
To create a pivot table, you will need to take the following actions:
- Drop 1 or more fields to columns
- Drop 1 or more fields to rows
- Drop 1 or more fields to values
Format Axes, Columns, Rows
Swap axes swaps the fields in the columns and rows in addition to swapping the axis where the measure names are displayed.
Show as column / row changes which axis the measure names are displayed on without altering the fields placed in rows and columns.
Once you have the data you care about, you can use these options to quickly fine tune how it is visually represented.
You can individually format fields in pivot tables.
Conditional Color Formatting
Conditional color formatting is added to all Measure Values in the pivot table by default. There are multiple ways to conditionally color format the pivot table:
- Apply color to a single field by adding fields to the color marks channel
- Apply color to multiple Measure Values by adding Measures to the Measure Values shelf and select "Add all" in the color marks channel. The color can be removed by using the "Clear" option.
- Color can be changed by selecting the "Edit Colors" icon in the color marks channel. The color can be added to the text instead of background by using the same affordance.
Quick calculations are available in Pivot Tables.
You can add filters to pivot tables by adding fields, including calculated fields, into the filters drop zone by dragging and dropping or by using the type ahead search. You can use calculated fields in all pivot table drop zones.
You can toggle on and off either or both Column Grand Totals and Row Grand Totals using the Toolbar.
By default, Grand Totals will take on the same aggregation method as the values you are totaling over—for example, it will sum all the values if your measure is SUM(field) or it will average across all the values if your measure is AVG(field).
In the Toolbar, you have the ability to leverage our Quick Sort feature to sort your innermost discrete, categorical data by the outermost measure in either descending or ascending order.
However, you also have the option to define a more granular sorting behavior. When you can click on a field in your pivot table to open its context menu, you will see the ability to open the full visual explorer sort dialogue.
From there, you can specify exactly how you’d like to sort using your selected field. We currently support four sorting methods:
By data value
For a full breakdown of each of these options, visit our visual explorer sorting documentation.
Every report contains a built-in Notebook environment where you can take the results of one or more queries, further analyze them in Python or R, and visualize the results using one of the many built-in libraries.
The contents of any Notebook output cell can be added to your report. These visualizations will update whenever the Notebook is run and the output changes.
Check out Mode's Gallery for inspiration, sample reports, and more information about how to create advanced visualizations in Mode.
Copy visualizations across Reports
Users have the option to copy charts to the Mode clipboard and paste them under the target data source in the same or different Reports. This can be accomplished by following the steps outlined below:
1. Copy chart to Mode clipboard
The copy to Mode clipboard option is accessible via the kebob menu, located on the left-hand side navigation panel within the chart designer. Similarly, in Report View,the kebob menu provides the option to copy a visualization. In Explorations, a copy icon is available in the top toolbar. The following properties of the chart are copied to the Mode clipboard.
- Rows and Columns
- Reference to Calculated fields
- Chart title and description
- Chart filters
- All Layers (Color, Size, Text, Detail)
2. Paste chart from Mode clipboard
The paste from Mode clipboard action is available in the kebob menu for each data source in the chart designer. The paste and replace action is also available in the kebob menu for each viz in the chart designer. The replace action can be undone using the back button on the chart toolbar. The fields that are required for the copied charts but are missing from the target data source will be displayed as red pills. The user can switch out the red pills with relevant fields from the target data source.
3. Replace fields in the pasted chart
Users can drag fields directly on top of the field to be replaced in Visual Explorer and in Quick Chart dropzones that accept a single field. For Quick Chart dropzones that accept more than one field, the new field can be added to the shelf and the old field can be dragged out to be removed. The typeahead search in the dropzones can also be used to add the new fields. Refer to the gif for more details.
Copy a chart from the chart designer and paste in a Report
Copy a chart from the chart designer and replace another chart in a Report
Copy a chart from the Report View and paste in a Report
Copy a chart from the Report View and replace another chart in a Report
Copy a chart from Explorations and paste in a Report
Copy a chart from Explorations and replace another chart in a Report
Copy-pasting visualizations is helpful in the following scenarios:
- Re-creating similar charts using different data sources without having to recreate manually each time
- Make updates to a chart in a Report in a Personal collection instead of editing directly in a Report that is used by others
- Move charts previously created off ad hoc queries to a reusable Dataset. Learn more about Datasets here.
Q: Is there a limit to how many visualizations can be added to a report?
Our recommendation is to limit the number of visualizations in a single report to 20. This is due to the fact that excessive visualizations can increase the loading time of the report. As the number of visualizations increases, more aggregation needs to be performed on the server, which can lead to slower loading times. By limiting the number of visualizations, you can ensure that your report loads quickly and efficiently.
Q: Can you visualize a notebook generated visualization with Mode’s native chart editor?
At this time, it is not possible to use our visualization tools, such as Quick Charts and Visual Explorer, to manipulate Python/R dataframes. To visualize data from a notebook, you will need to use a visualization library to create a visualization. If you would like to see this functionality added in the future, please contact our Support team and they will be happy to add a request on your behalf for future consideration.
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