Published at: 2026-09-17
Tables and metric cards
This topic describes the features, operations, and rules of tables and metric cards.
Content index
| Topic | Description |
|---|---|
| KPI card | See the corresponding section on this page. |
| Gauge | See the corresponding section on this page. |
| Data Statistics table | See the corresponding section on this page. |
| Charts cross table | See the corresponding section on this page. |
KPI card
### Use cases
A KPI card directly displays the value of the selected metric. For example, opportunity amount, number of orders, and number of users.
Chart configuration
#### Axis data
* Dimension: 0 dimensions
* Metric: 1–30 metrics
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- KPI Name: Displayed as the KPI Name by default. You can change the display content.
Chart display
- Display format: Layout 1 by default. You can switch to other layouts.
- Layout 1: Layout 1 by default. You can switch to other layouts. Two metrics per group, displayed side by side.
- Layout 2: Two metrics per group, displayed top and bottom.
- Layout 3: Three metrics per group, displayed top and bottom. Two metrics on top, one metric on bottom.
- Layout 4: Three metrics per group, displayed top and bottom. One metric on top, two metrics on bottom.
- Layout 5: Four metrics per group, displayed top and bottom. Two metrics on top, two metrics on bottom.
- Layout 6: Direct display, no grouping.
- Advanced layout: You can set icons based on the displayed metrics.
- Custom layout
- Layout type: Tiled, 1-drag-1, 1-drag-2, 1-drag-4, 1-drag-6, 1-drag-8. The tiled layout is equivalent to the existing advanced layout but offers more flexible and rich configuration.
- Style configuration: *Cards per row: Supports custom setting of the number of cards displayed per row (not supported by the tiled type). *Card spacing: You can customize the spacing between cards. *Font size: You can customize the font size of the metric value and KPI Name. *Primary and secondary metric position: You can customize the position of the metric value and KPI Name, including value on the left, value on the right, value on the top, and value on the bottom (not supported by the tiled type). *Columns: Supports custom setting of the number of columns displayed per row for sub-metrics (not supported by the tiled type). *Column spacing: Supports custom setting of the spacing between columns of sub-metrics (not supported by the tiled type). *Divider: Supports custom setting of the divider style, including line weight, type, and color (not supported by the tiled type). *Alignment: Supports setting the centering style of metrics, including left, center, and right. *Icon: Supports custom setting of the icon style, including size, type, color, and border. *Color: The system provides multiple custom color schemes. *Border: Supports adding borders to cards and setting the border color and weight. *Corner radius: Supports setting the corner radius of cards.
Tiled layout
1-drag-1
1-drag-2
1-drag-4
1-drag-6
1-drag-8Style (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Gauge
### Use cases
A gauge shows the overall completion status and is mainly used with targets. For example, it can show the company’s overall target completion rate.
Chart configuration
#### Axis data
* Dimension: 0 dimensions
* Metric: 1 metric
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- Gauge name: Defaults to Completion rate. You can change the gauge name.
- KPI Name: Displayed as the KPI Name by default. You can change the display content.
- Adjust metric display order: You can adjust the metric display order by dragging.
* Modify the KPI Name
* Adjust the metric display orderChart display
- Display format: Standard by default. You can switch to sector or ring.
* Standard display effect
* Sector display effect
* Ring display effectVisible settings
- Show metric: Displayed by default. You can switch to hide it.
- Show completion rate: Percentage by default. You can switch to number or hide it.
- Data Statistics table: You can set Visible the Data Statistics table and where to display it. It is hidden by default. You can switch to display it at the top, bottom, left, or right of the chart.
- Hide Data Statistics table in card view: This option is available when the Data Statistics table is displayed. It is selected by default.
Color and font* Color: The system supports two color schemes: new palette and classic palette. The first set of the new palette is used by default.
- New palette: Supports customizing colors based on an existing color scheme.
- Classic palette: Does not support custom colors.
- Advanced settings: Set the display color by segment. Shows the number by default. You can switch to percentage. Up to 5 segments are supported, and custom colors are supported.
* Custom color effect
* Advanced settings effectFunction configuration
##### Advanced configuration
* Maximum/minimum: Input value by default. The default maximum is 100 and the default minimum is 0. You can switch to selecting a metric from the current topic for comparison.
* Input value effect
* Input metric effectStyle (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Data Statistics table
### Use cases
A Data Statistics table shows the data for each dimension within a data range. For example, a Data Statistics table can compare the lead-to-order situation by month for different account levels in the current year, or the annual opportunity status by department.
Chart configuration
#### Axis data
* Dimension: 0–5 dimensions
* Metric: 1–30 metrics
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- KPI Name: Displayed as the KPI Name by default. You can change the display content and add a business description.
- Dimension name: Displayed as the dimension name by default. You can change the display content.
Visible settings
- Dimension value auto wrap: No wrap by default. You can switch to wrap.
- No wrap: When the dimension value exceeds the current cell width, it is hidden. Hover over the cell to view the full content.
- Wrap: When the dimension value exceeds the cell width, it wraps automatically.
- Column width: Fills the page by default. You can switch to not fill the page.
- Row height: Comfortable by default. You can switch to compact.
- Show total:
- Display mode: Displayed by default. You can switch to hide it. When displayed, it appears in the edit view, detail view, and card view based on the configuration. When hidden, it does not appear in any view.
- Exposed setting: When there are two or more metrics, you can set the exposed total content. None are selected by default. When Display mode is set to hide, this option is read-only and cannot be edited.
- Show total in card view: Selected by default. You can clear the selection to hide the total in the card view. When Display mode is set to hide, this option is read-only and cannot be edited.
- Advanced configuration: You can set the table alignment and add composite headers.
- Alignment: Dimension fields are left-aligned and metric fields are right-aligned by default. You can select specific columns or the entire table body to set the alignment.
* Set header field alignment after selecting columns
* Set table body alignment after selecting columns- Composite header: You can add composite headers above the standard headers and customize the composite header style, including font size, bold, font color, and cell color.
- Table color: In advanced configuration, you can customize the table colors, including header color, zebra-stripe color, hover color, subtotal color, and total color.
- Attribute field order: When the dimension fields contain a “primary attribute” field and attribute dimensions are enabled, you can set the order of attribute fields. The attribute field is displayed on the left of the primary attribute field by default. You can switch to display it on the right.
Function configuration
##### Basic configuration
* Horizontal total: Selected by default and displayed at the bottom. You can switch to the top. After you clear the selection, the bottom/top option becomes read-only.
* Horizontal total displayed at the bottom
* Horizontal total displayed at the top
* Horizontal total hidden- Horizontal subtotal: This option is available only when the Data Statistics table has two dimensions. A Data Statistics table with no dimension or a single dimension does not have this option. Selected by default and displayed at the bottom. You can switch to display at the top. After you clear the selection, you cannot set the subtotal display position (the display effect is the same as that of the horizontal total).
Advanced configuration
- Average: Not selected by default. When selected, you can choose the metric average to display. After the setting, the average of the current metric is displayed in the edit view, preview view, and detail view.
- Sort: Not selected by default. When selected, you can set sorting and TopN for a dimension based on itself, or sorting and TopN for a dimension based on a metric. You can select a preset TopN or enter a specific value.
- When the dimension is an enumeration value or a department field, custom sorting is supported.
- Show dimensions whose metric is 0: Not selected by default. When selected, dimensions whose metric is 0 are displayed.
* Effect when not selecting to show dimensions whose metric is 0
* Effect when selecting to show dimensions whose metric is 0- Sequence number: Not selected by default. When selected, the sequence number is displayed.
Style (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Charts cross table
### Use cases
A cross table shows the data of two dimensions (horizontal and vertical) within a data range. For example, a cross table can compare the lead-to-order situation across account levels in different industries.
Chart configuration
#### Axis data
* Dimension: 5 dimensions
* Metric: 1–30 metrics
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- KPI Name: Displayed as the KPI Name by default. You can change the display content, add a custom business description, and configure Visible it.
- Dimension name: Displayed as the dimension name by default. You can change the display content.
Visible settings
- Dimension value auto wrap: No wrap by default. You can switch to wrap.
- No wrap: When the dimension value exceeds the current cell width, it is hidden. Hover over the cell to view the full content.
- Wrap: When the dimension value exceeds the cell width, it wraps automatically.
- Column width: Fills the page by default. You can switch to not fill the page.
- Row height: Comfortable by default. You can switch to compact.
- Show total:
- Display mode: Displayed by default. You can switch to hide it. When displayed, it appears in the edit view, detail view, and card view based on the configuration. When hidden, it does not appear in any view.
- Exposed setting: When there are two or more metrics, you can set the exposed total content. None are selected by default. When Display mode is set to hide, this option is read-only and cannot be edited.
- Show total in card view: Selected by default. You can clear the selection to hide the total in the card view. When Display mode is set to hide, this option is read-only and cannot be edited.
- Advanced configuration: You can use advanced configuration to customize the table font size, bold, font color, centering style, table style, and Reset to Defaults.
- Attribute field order: When the dimension fields contain a “primary attribute” field and attribute dimensions are enabled, you can set the order of attribute fields. The attribute field is displayed on the left of the primary attribute field by default. You can switch to display it on the right.
Function configuration
##### Basic configuration
* Horizontal total: Selected by default and displayed at the bottom. You can switch to the top. After you clear the selection, the bottom/top option becomes read-only.
* Horizontal total displayed at the bottom
* Horizontal total displayed at the top
* Horizontal total hidden- Vertical total: Selected by default and displayed on the right. You can switch to the left. After you clear the selection, the left/right option becomes read-only.
* Vertical total displayed on the right
* Vertical total displayed on the left
* Vertical total hiddenAdvanced configuration
- Sort: Not selected by default. When selected, you can set sorting and TopN for a dimension based on itself, or sorting and TopN for a dimension based on a metric. You can select a preset TopN or enter a specific value.
- When the dimension is an enumeration value or a department field, custom sorting is supported.
- Show dimensions whose metric is 0: Not selected by default. When selected, dimensions whose metric is 0 are displayed.
* Effect when not selecting to show dimensions whose metric is 0
* Effect when selecting to show dimensions whose metric is 0- Sequence number: Not selected by default. When selected, the sequence number is displayed. Only the sequence number of the row group is displayed.
Style (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
