Records Table
Overview
The Records Table is one of the most versatile data widgets on Presight designed to provide users with a detailed view of raw data tables or custom tables. It acts as a mini table view, enabling users to quickly access, analyze, and manipulate data related to specific points in charts or tables. This functionality bridges the gap between high-level visualizations and granular data insights, offering an intuitive interface for deeper exploration and data management.
Key Features
1. On-Demand Data Access
Triggering the Records Table: Activate the Records Table by right-clicking on any chart or table and selecting "Show all records."
Contextual Filtering: Upon activation, Presight dynamically filters all relevant records associated with the selected data point and displays them in a Records Table directly below the chart or table.
Interactive Exploration: This allows for seamless exploration of underlying data without disrupting the current workflow.
2. Custom Table Creation
Excel-Like Flexibility: Users can build new custom tables within the Records Table widget using Presight formulas, mimicking the functionality and familiarity of spreadsheet software like Excel.
Formula Support: Presight formulas enable powerful calculations, aggregations, and transformations directly within the widget.
Dynamic Updates: Custom tables built with formulas are dynamically linked to the underlying data, ensuring updates reflect changes in the source.
Use Cases
Granular Data Analysis
Drill down from a high-level chart or aggregated data table to explore the underlying records in detail.
For instance, clicking on a specific bar in a chart could reveal the full dataset contributing to that value.
Custom Table Design
Create bespoke tables tailored to specific analytical needs using Presight formulas.
Use formulas to calculate metrics, derive insights, or transform data directly within the widget.
Enhanced Workflow
Integrate record-level data exploration into broader analytical workflows, enabling rapid hypothesis testing and data validation.
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