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In Workspace, can I change default settings for freeform tables?

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Level 2

I waste a lot of time changing settings in my freeform tables in Workspace. Ideally, I want to change the default settings.

 

For example, I almost always want row settings to "show grand total" but this is not default and I have to change it for each drill-down, which can be 20 times per table. Other options would be great such as unchecking background. This will save a ton of time for me and my team. Please help! Thank you.

TampaTodd_0-1663162965368.png          TampaTodd_1-1663163317650.png

 

 

2 Replies

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Community Advisor

There are a few default settings, but I don't believe that is one of them....

 

To get to the Project Preferences, use the Main "Components Menu" and choose Preferences.

 

Inside this, choose "Project" tab.

 

Jennifer_Dungan_1-1663166536003.png

 

 

But mostly this just allows you to set the Display and Color Palette; and some basic settings:

 

Jennifer_Dungan_2-1663166601781.png

 

 

Perhaps you should post these additional setting options as an idea, so that the developers will consider those changes in an upcoming release

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Level 2

Thank you for the reply, but this doesn't have what I need. I thought someone at Summit said this was an option. I remember my teammate and I getting excited about it.

 

 

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Community Advisor

Yeah, these are the settings they showed at Summit... We can do basic stuff like colors and turning on/off annotations, anomalies, etc.. but it's still pretty limited... being able to have deeper control would be awesome.

 

I wish I had a better answer for you... I would love that feature too.

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Community Advisor

I'm in the same boat.  I'd love to just set things so I could default to REMOVE the checkmarks from Show Grand Total and Percent from my table to begin with.

jeff_bloomer_0-1663176544775.png

It makes the data table a LOT cleaner.  In fact, I can't tell you the last time I actually kept Show Grand Total in my report.  It's either redundant or irrelevant to me.

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Community Advisor

Same...I also never use "show grand totals", same with %... I rarely use it...but turning it on when I need it would be far less hassle 😛 

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Level 2

Interesting. I almost always want show grand totals and percent checked and background removed. I usually drill down by many segments to see what share of total each has and my charts are almost always % of total. Those three are my standard, but at least these options exist so we can pick and choose.

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Community Advisor

A hacky way would be to create a freeform table with your desired settings. Then duplicate it for your other needs.

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Community Advisor

So true!  I actually have a Workspace called New Report that I've used in the past to start out a report with the settings I wanted.  This was before Adobe provided the preferences tab allowing you to adjust the color palette and view density.  You could always have a workspace like that open in order to copy the freeform table component and paste it into your current workspace.  You could even try saving that blank workspace as a template and start from that each time as well.

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Level 2

I had not thought about that!  It is a great idea!  I will have to see if I can do that with the A4T panel as well!

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Level 2

Hopefully someone from the Analytics software team is reading all this and taking notes. I don't think it's that hard to add this new feature. We shall see. Thanks for all your feedback, but looks like we'll all just have to wait.       

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Community Advisor

Post this as an "Idea" instead of a question, since that's where the Analytics team "crowd sources" new features.