How to Navigate Tables


How to leverage tables in Carbon Hub to navigate your data efficiently

Introduction

Many of the features and use cases within the Validere platform are achieved by interacting with displayed data that can be analyzed and worked with in the form of Tables. Understanding how to work with Tables within our product is a crucial step to ensuring you can leverage the features within the Validere platform to their full potential.

Table of Contents

  • Basics
  • Pagination
  • Row Actions
  • Row Selection
  • Table Actions
  • Table Configuration - Toggle Density
  • Table Configuration - Pinned Columns, Ordering and Display
  • Filters
  • Saved Filters

Basics

A table consists of several elements, such as the header, columns, rows, cells, and pagination: 

  • Header: Title of the table
  • Columns: Specific attribute or context collected for the asset record (i.e. equipment piece, device, flow, facility) 
  • Rows: Displays the asset record and data for each column header
  • Cells: Cross-section between rows and columns. We support many cell types, such as links, text, date, numbers, boolean, and toggle cells. 
  • Pagination: Enables easy navigation across large data sets.

Pagination

When you click on an asset page in the Navigation bar (i.e., Facilities, Flows, Equipment, Devices, etc.), the table will automatically display 25 rows.  Users can modify the number of rows per page by selecting one of three options: 10, 25, or 75 rows. To navigate between pages, you can use the left and right arrows to move across the data set. Each table includes the total count of rows displayed in the bottom right. Please note:  The pagination bar is hidden if the shown data contains less than ten rows. 

For the detail page for a specific asset (i.e., facility, equipment piece, device, or flow, etc.), the default page size is set to 10 rows to provide a summary view of the information. For example, the equipment list on a facility detail page will display the default ten rows.

Row Actions

Row actions allow the user to perform a task on a row of data. These tasks can be basic actions such as editing or deleting or more complex actions such as “Run Automation”, “Execute Calculation”, “Set Source,” or others. Row actions are hidden by default, and to access the row action, you must move your cursor over a row. Moving your cursor over a row will change the background color, and the row actions will be displayed: 

  • Pencil icon: Edit
  • Trash icon: Delete
  • Three vertical dots: More actions available

Clicking on these icons will launch the actions by opening modals or redirecting you to edit screens. 

Row Selection

If a table has a column of checkboxes on the left side of the table, this means some actions can be taken on the set of data – for example, Import, Export, Apply Configuration, and Calculate (buttons located in the top right of the table). To select a set of rows, you can click each row individually or the top checkbox of the column to select all the visible rows. 

A number is displayed next to the Table Header to indicate the number of rows selected in the table below. An example of this interaction is shown below:

Table Actions

Table Actions are the available tasks that can be executed on the table data. These actions are displayed as buttons on the top right of a table. There are two states a table button can have: disabled and enabled. 

  • Disabled buttons: first, select a set of rows using the row selection before the action can be executed. 
  • Enabled buttons (default): the action will be executed on the whole data set regardless of page content. For example, the Export button will export all data across all pages.

Table Configuration - Toggle Density

Users can modify a table's display by changing the row density. This can be done by clicking on the top right icon that shows three lines. Clicking the button will change the row density between compact, normal, and relaxed options.

Table Configuration - Pinned Columns, Ordering, and Display

Users can modify the content and display of the table through column configuration by clicking on the Configure Columns icon in the top right.


Column Selection

The user can select what rows to display using the checkbox on each selection. Given a table can have many possible selections, you can search for your column using the search bar. When using the search bar, the Include All action will only select the visible rows from the search results. .

Reordering Columns

A user can reorder the columns by using the up and down arrow on each row. Clicking on the “Up Arrow” will shift the column to the left in the table. If columns are hidden, you must move the column past the deselected rows to see the ordering reflected in the table.

Pinned Columns

A user can pin a column to the left of a table by using the pin icon on each row. When pinned, a column will freeze the column in place when you scroll horizontally. Many columns can be pinned.

Once the column configuration is set, it will persist for that browser until the browser memory is reset. The column configuration will reset if you log in through a different computer, browser, or incognito mode. 

Filters

Users can filter the data displayed based on the column headers or, in some cases, the asset's associated primary and custom attributes. To access the filters, click the " Filter " button in the top right. The filters are organized by asset type and include custom and primary attributes. Each data type is accompanied by an associated filter type 

  • Text fields have a search function that will search to provide options as you type.
  • Picklist have a multi-select dropdown that executes an exact match.
  • The multi-picklist has a multi-select dropdown that executes an exact match.

Filtered views are cleared when you navigate away from the page. They must be reset every time you revisit the page. 

Saved Filters

Given the table filters reset as you navigate away from the page, you can leverage saved filters to reproduce views quickly. Saved Filters will save your filter selection so that it can be easily accessed later on and seen and used by other users. 


To create a saved filter:

  1. Open the filter panel
  2. Set your filter selection
  3. Click the “Save Filter” Button in the header of the filter panel.
  4. Name the filter and save.


How to use a saved filter

  1. Click on the “Saved Filter” dropdown menu next to the date picker.
  2. Select a saved filter.

The table will update with the filters applied.


How to Edit a Saved Filter

  1. Open the filter panel
  2. Click on the gear icon next to the Filter header.
  3. Select a Saved Filter, and select edit.
  4. Modify the name and save.


How to Delete a Saved Filter

  1. Open the filter panel.
  2. Click on the gear icon next to the Filter header.
  3. Select a Saved Filter and select Delete.