Creating tables in Indago efficiently requires a clear and structured approach. This article will walk you through building tables that meet your specific needs, whether you're summarizing data, customer demographics, or complex calculations.
1. Access Templates (update an existing template or create a new template)
To build a table into your report, create a template or update an existing template by selecting Templates from the sidebar or after you have completed your Search and building out your Collections, update your report outline to include instructions on building a table.
2. Adding Table Creation in Your Report Outline or Template
Select
and provide instructions on how to build your template, providing as much detail as possible. See example below:
Example Instructions / Commands:
Create a table and name it: Sales Performance. Label the columns in the following order: Salesperson, Product, Sales Amount, and Sales Date. Sort by: Sales Amount in descending order.
Additional Tips:
Table Name: Give your table a descriptive name that reflects its content.
Separator: Use a semicolon (;) to separate the table name from the instructions.
Instructions: Detail the content, format, and any special features like calculations or visualizations required for the table.
Be Specific: Clearly define the purpose of the table and what it should display.
Define Columns and Rows: Specify exact column headers and/or data points.
Format: Indicate the desired table format including the number of columns, rows, and alignment.
Calculations: If your table requires calculations, clearly outline them.
Conditional Formatting: Define any conditions for data highlighting or visualization.
Examples:
Simple Table: Sales Data; Create a table showing total sales for each product category.
Complex Table with Calculations: Profit Margin; Create a table calculating each product's profit margin with columns for Product Name, Revenue, Cost, and Profit Margin.
3. Incorporating Complex Tables
For more complex tables, it’s important to provide detailed instructions and criteria for any assessments or categorizations.
Example:
Table Name: Impact Assessment; Create a table with columns for Name, Type, and Degree of Impact. Assess each location and categorize the Degree of Impact as Green (no impact), Yellow (moderately compromised), or Red (heavily impacted).
Assessment Criteria:
Green: No impact.
Yellow: Moderately comprised with some restrictions.
Red: Heavily impacted with significant access issues.
Detailed Example of Yellow and Red Impacts:
Location with Yellow Impact: Provide a brief assessment including specific details and implications.
Location with Red Impact: Offer a detailed assessment, reasons for the classification, and potential mitigation strategies.
Note: For tables requiring specific assessments, add an additional instruction line in your command to define the criteria used in the assessment. This ensures clarity and accuracy in the generated tables.
By following these guidelines, you can leverage Indago to create detailed, accurate tables that enhance your report.