BI table columns: labels, formats and summarization

Use the columns table of a BI table to set up each column before reports use it: its Label, Folder, Description, Format and Summarization. The cells that cannot be changed say why on hover.

Open the columns table

Open the BI table from its semantic model and go to its Bi Table tab. The columns table sits under the table's name.

Until the table is saved for the first time, the columns table is replaced by the message "Save the bi table first to configure columns.".

Edit a column

  1. Click a cell. Label, Folder and Description open for typing, Summarization opens its menu, Format opens the Column format popover, and IR switches whether the column is included in reports.
  2. Press Enter to save a text edit or Escape to cancel it. A text cell saves only when its value changed.

An empty value shows as -. While you type, the placeholder reads Enter label..., Enter folder... or Enter description....

Name, Database Type and BI Type are read-only; see Locked cells and why below.

Note

Your edits are held in the popup until you save the BI table. The save controls are covered in Edit and save a BI table.

What the columns table shows

Table columnWhat it shows
NameThe column's name, set by the query that built the BI table. Primary keys carry a PK badge.
LabelThe name reports use for the column.
Database TypeThe column's type in the table it came from.
BI TypeThe type reports use. Each type has its own icon: Whole Number, Decimal Number, Date, Date Time, Time, Duration, Boolean, Text and Rejected.
FormatHow values are displayed.
SummarizationHow the column is aggregated when a report summarises it.
FolderThe column's folder.
DescriptionYour notes for the column. An empty description shows the warehouse comment instead.
IRInclude in Report: whether the column is included in reports.

A long folder name truncates in the table; hover it to read the full name.

Set a summarization

Summarization sets how a column is aggregated when a report summarises it. Click the cell to pick a value; until one is set the menu reads Select summarization. Picking the value that is already set changes nothing.

BI typeOptionsDefault
Whole Number, Decimal NumberSum, Average, Min, Max, Count, Count DistinctSum
Date, Date Time, TimeEarliest, Latest, Count, Count DistinctNone
DurationSum, Average, Min, Max, CountSum
BooleanCount, Count True, Count FalseCount
TextCount, Count Distinct, First, LastCount
RejectedNone onlyNone

The Default column shows what a column of that type starts with; None is always available. Rejected columns offer only None.

Set a format

Click the Format cell and the Column format popover opens under it. Which styles a column can take depends on its BI type, and the option lists per type are on the Semantic models and BI tables page. Rejected columns cannot be formatted.

Write a description

Click the Description cell and type. Until you write your own text, the cell shows the warehouse comment in italics, and the tooltip reads "From the DWH comment. Type to override it." A description holds up to 1000 characters.

Locked cells and why

Hover a read-only cell to read the reason:

CellReason
Name"Column name is defined by the bi table query"
Database Type"Database type is defined by the bi table query"
BI Type"BI type is derived from the database type"
Format"Format options depend on the BI type"
IR, on a Rejected column"Rejected columns cannot be included in reports"
Summarization, on a Rejected column"Summarization is not available for rejected BI types"

Rejected columns cannot be enabled for reports, summarised or formatted.

Limits and edge cases

Permissions

Changing a column needs edit access to the model. See Who can do what in DataPrism for the permissions behind that.

Questions, answered

How do I edit a column's label, folder or description?

Click the cell and type. Press Enter to save or Escape to cancel; the cell saves only when the value changed, and an empty value shows as -.

Why can't I change a column's name?

The name comes from the query that built the BI table, so the cell is read-only: "Column name is defined by the bi table query". Use the column's Label as the name reports show.

Why can't I change a column's database or BI type?

The database type comes from the query that built the table and the BI type is derived from it, so both are read-only. The tooltips read "Database type is defined by the bi table query" and "BI type is derived from the database type". A source type with no match becomes Rejected.

Why can't I format or summarise a column?

Both follow the column's BI type. A Rejected column cannot be formatted, summarised or included in reports, and its summarisation menu offers only None. Hover the locked cell to read the rule that applies.

What does IR mean?

Include in Report. It says whether the column is included in reports; a column with it off stays in the model but out of reports.

What is the PK badge?

It marks a primary key column of the table.

Why does a description show in italics?

The column has no description of its own yet, so the cell falls back to the warehouse comment. Type your own text to override it; the tooltip reads "From the DWH comment. Type to override it."

How long can a description be?

Up to 1000 characters.

Are my column edits saved right away?

No. Edits are held in the popup until you save the BI table; see Edit and save a BI table.

What does "No columns defined." mean?

The columns table has nothing to list for this BI table. Check the table it is bound to in the Lake or the Warehouse, then reopen the BI table.

Why does the columns table ask me to save the table first?

Until the BI table is saved once, the columns table is replaced by "Save the bi table first to configure columns.". Save the table and the column settings open up.