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Data grid tiles

A data grid shows individual or groups of records on a dashboard. It lets you choose a table, and columns from that table and its parents.

A data sample grid showing example customer records across several columns, with pagination

You can view the results as a grid view or a page view.

  • Grid view works well for multiple records
  • Page view works well for single records

You can select multiple records, and filter, sort, and search the rows and columns.

Creating a new data grid tile

To add a data grid tile to your dashboard:

  1. Make sure your dashboard is in edit mode, then select + Add Tile.

  2. Select Data Grid from the Tile type dropdown.

    Tile type dropdown, showing Data Grid highlighted under the Other category

  3. Select + Add Column.

  4. Choose your variables, behaviours, or use an expression, then select Add.

  5. Give each column a title.

  6. Select Apply.

Orbit adds one column by default, and you can add and remove subsequent columns. You can choose whether to show codes or descriptions for the data in these columns, if the data supports that.

Data settings

Under Data Settings on the tile editor, you can configure:

  • Select Via: the table your data grid uses
  • Number Of Rows: how many rows to load into the grid at once

You can also choose to view the data as a Grid view or a Page view.

View data grid as toggle, showing Grid view and Page view

Grid view

A Grid view shows multiple rows of data.

Booking Details data grid in Grid view, showing multiple rows of booking records with pagination

Page view

A Page view shows one record per page.

Booking Details data grid in Page view, showing a single record with a value for each field

Sorting and filtering columns

Select a column header's options menu to sort the column, and to filter it if it's a text, numeric, or date column.

  • Text: filter by Contains or Does not contain, then enter your search text

    Column header menu on a text column, showing Sort Natural, Sort Ascending, Sort Descending, and a Contains filter with a search field

  • Numeric: filter using a comparison such as Is equal to, Is not equal to, Is greater than, Is greater than or equal to, Is less than, or Is less than or equal to, then enter a value

    Column header menu on a numeric column, showing Sort Natural, Sort Ascending, Sort Descending, and the comparison operator dropdown

  • Date: filter using a From and To date range

    Column header menu on a date column, showing Sort Natural, Sort Ascending, Sort Descending, and a From and To date range picker

Sorting applies as soon as you select it, or select Sort Natural to reset a column to its default sort order.

For a filter, enter your criteria, then select Apply, which stays disabled until you enter a value. Selecting Apply applies the filter and closes the menu. Select Clear to reset the filter.

Note

Sorting and filtering columns works the same way when a data grid is used as a page in an audience workbook.

You can export the records to PDF or Excel. Select Export Chart from the options menu.