About Tables in the Refreshed Web Interface
The Home Page shows the Templates, Quick Query, Recently Viewed, and Cross-cutting Perspectives tables by default, when you log in the first time.
To optimize the use of your Home page, you can customize the tables that are displayed and the table order.
You can perform the following actions on tables:
• Replace or remove default tables: You can replace or remove any table (other than Templates and Recently Viewed).
• Create, replace, and remove custom tables: You can create a custom table and link a query of your choice. For details, see Creating a Custom Table. You can also replace or remove the newly added table.
• Move tables: You can move tables around on the Home page by adding or replacing a table in the list view or the grid view. When you add or replace a table in the list view, the corresponding changes are reflected in the grid view and vice-versa.
• Arrange tables: You can change the order of all default and custom tables on the Home page. You can do so by dragging the Table Bookmark to arrange the tables in your desired order.
• Set a project filter: You can set a filter for your custom query tables or the Quick Query table. We recommend that you set a project filter. Setting a project filter helps reduce data flow from the server and thus improves performance.
For more information on table-related operations, see About Table Operations.
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Table choices, table order, and project filters are retained for your next login.
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You can manage data within a table by performing column operations such as sorting, column filtering, changing column location, pinning, and so on. For details, see Sorting, Searching and Filtering the Data.
You can perform table row-related operations such as viewing items in Item View and DocStudio, exporting table content, and copying row content. For more information, see About Table Operations.
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