Getting to Know Table Design View

The Table Design interface allows you to actively work with your data to obtain the information you need using the fields you extracted in a report. This interface initially shows you a list of all of the fields you extracted, as well as their properties, and a ribbon from which you can select several tools to further build your data table. 

Figure 10-2. The Table Design interface.

At the bottom of the Table Design interface is a Data Preview panel, which functions exactly like the Data Preview of the Template Editor. This panel will show you how your Table view is going to look once changes made using the Table Design interface have been applied.

Figure 10-3. The Data Preview panel provides users with a real-time preview of changes made to any of the table fields.

The following table summarizes the functions of each of the buttons in the Table Design ribbon.

Use this button…

To…

 Accept

Accept the new template or changes to an existing template

 Cancel

Cancel the new template or changes to an existing template

 Add

Add a new field to the table. This table could be a formula field, a lookup field, a runtime field, etc.

 Duplicate

Duplicate the summary

 Delete

Delete a selected field

 External Lookups

Add an external lookup to the table

 Field List

Display the field list

 Input Fields

Display the properties of each input field

 Database fields

Display the properties of each database field

 Formula Fields

Add a formula field to the table

 Lookup Fields

Add a lookup field to the table

 Runtime Parameter Fields

Add a runtime parameter field to the table

 User Edit Fields

Add a user-edited field to the table

 Filters

Add a filter definition to the table

 Sorts

Add a sort definition to the table

 Address Blocks

Extract data from addresses

 Functions

Add a field function to the table

 Help

Launch the Help file