> ## Documentation Index
> Fetch the complete documentation index at: https://docs.galvant.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Table cards

> Find records, highlight exceptions, show totals, and build pivot tables. Follow practical table examples and learn which viewing changes are saved.

Scout and Dash can present detailed records or grouped comparisons as a table. You can search its rows, highlight exceptions, and summarize the results.

You can explore a shared dashboard's tables. To change saved formatting, summaries, or pivots, use a dashboard you own or make your own copy with **Duplicate and edit**.

The examples below use outstanding invoices. You can ask Dash for this view, or apply the same steps to a table you already have:

Show outstanding invoices in a table with customer, invoice month, outstanding amount, and days overdue.

Show outstanding invoices in a table with customer, invoice month, outstanding amount, and days overdue.

## Find and filter records

> [tab] Find a record
>
> Hover over the card header and click **Search table**, the magnifying-glass button. Enter a customer's name in **Search every column**, then press **Enter** or click **Search**. The search includes rows beyond those currently visible.
>
> > [!NOTE]
> >
> > **GIF placeholder: TABLE-06**
> >
> > Search the invoice table for one customer and show the matching records and active search. End with the search result visible.

> [tab] Filter rows
>
> To focus on invoices more than 30 days overdue:
>
> 1. Click the **Days overdue** column heading and open **Filter**.
> 2. Choose **>**, enter **30**, and click **Apply**.
> 3. Use **Clear** in that filter menu to restore the rows.
>
> You can apply conditions to several columns together.
>
> > [!NOTE]
> >
> > **GIF placeholder: TABLE-01**
> >
> > Filter Days overdue to greater than 30. Show the active filter and the remaining invoices, then clear it.

> [tab] Sort results
>
> Click **Outstanding amount** > **Sort** > **Sort descending** to bring the largest balances to the top. Choose **Clear sort** to remove it. Sorting another column replaces the current sort.
>
> > [!NOTE]
> >
> > **Screenshot placeholder: TABLE-07**
> >
> > Show Outstanding amount sorted descending, with the column's active sort indicator and the largest balances at the top.

These actions change your current table view. To change a shared input across several cards, use [dashboard variables](https://docs.galvant.ai/dashboards/variables.md).

## Format and highlight values

On a table you can edit, click **Outstanding amount** > **Format** > **Currency** and choose its currency. Set **Decimals** if needed. Formatting changes how values appear; ask Dash if the amounts themselves need conversion.

> [!NOTE]
>
> **Screenshot placeholder: TABLE-08**
>
> Show the Outstanding amount Format menu and the column displaying its chosen currency and decimal places.

Use conditional formatting to make exceptions stand out. For example, highlight invoices over 30 days overdue:

**1. Create the condition**

Open **Days overdue** > **Conditional format** > **Add rule**. Choose **>** and enter **30**.

**2. Choose the highlight**

Under **Fill**, choose a color for those cells, then click **Add rule**. Only matching values receive the highlight.

Open the saved rule under **Existing formats** to change it with **Save rule** or remove it with **Delete**. If rules overlap, the first matching rule wins.

> [!NOTE]
>
> **GIF placeholder: TABLE-03**
>
> Add a fill rule for Days overdue greater than 30. Show matching and nonmatching cells together so the outcome is clear.

## Show totals and summaries

Open **Outstanding amount** > **Calculate** > **Sum**. The total appears at the bottom of the table. Turn on **Show in card header** to keep it visible beside the card title too.

The total covers the rows remaining after search and filters, including rows outside the visible area. Filtering to overdue invoices therefore updates the total to those invoices.

> [!NOTE]
>
> **GIF placeholder: TABLE-04**
>
> Add Sum to Outstanding amount, then filter Days overdue to greater than 30. Show the total changing to match the filtered invoices.

## Compare groups with a pivot table

A pivot turns records into a grid of grouped totals. For the invoice example, ask Dash:

Turn this invoice table into a pivot showing total outstanding amount by customer in rows and invoice month in columns. Include totals.

Turn this invoice table into a pivot showing total outstanding amount by customer in rows and invoice month in columns. Include totals.

Review the customer rows, month columns, and summed amounts, then approve the change. You can ask Dash to change the grouping or use a different summary later.

> [!NOTE]
>
> **Video placeholder: TABLE-05**
>
> Show the invoice rows, send the pivot request, and inspect the proposed customer-by-month grid. Highlight its row groups, month columns, and totals before approving.

## Adjust columns and understand saved changes

Drag a heading to move a column, or drag its edge to resize it. The column menu also lets you rename, hide, freeze, and wrap columns.

> [!NOTE]
>
> **GIF placeholder: TABLE-02**
>
> Freeze Customer, then scroll the invoice table horizontally. Show the customer names staying visible beside the later columns.

| Change | How it is kept |
| - | - |
| Search, sort, and column filters | Temporary for the current table view. |
| Column layout, formatting, and summaries | Saved directly when you can edit the table. |
| A new table or pivot requested from Dash | Saved when you approve the proposal. |

In Chat, use the original table card's column menus for saved formatting and summaries. **Expand table** opens a larger view for searching, sorting, and filtering records.

> [accordion] Summarize rates and percentages
>
> For a rate, use **Calculate** > **Weighted average by** and choose its weighting column. A defect rate weighted by inspected units gives larger batches their appropriate contribution. Percentage columns do not offer a simple sum or unweighted average. Percent formatting expects fractions: 0.125 displays as 12.5%.

> [accordion] Pivot formatting and size
>
> Generated month or category headings come from the pivot values. Columns for the same measure share formatting, and generated headings cannot be renamed individually. A pivot supports up to 50 generated columns; ask Dash for broader groups if yours would be wider.


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