Navigate and Manage Table Views in a Data Model

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1. Review the Financial Data of a Table View
2. Choose Fields for a Table View
3. Troubleshooting
4. Frequently Asked Questions (FAQs)

Review the Financial Data of a Table View Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Key Actions to Know

Within the MDFM Dashboard, select a table view from a Data Model to begin.

• Select the Chevrons within the rows and columns to expand or collapse the levels of the table.
  • Note: If you select a chevron and it disappears, it means you have reached the end of the hierarchy.
• Select a value within the table to see its linked rows and the values that make up the total.
  • If you need to add or remove columns to help you understand the data within the Linked Rows table, select the Column Chooser.
  • Filter and search within the columns of the Linked Rows table to narrow in on specific data by selecting the Filter icon or utilizing the search bar below a Column's header.
  • Select the Chevron to close the Linked Rows table.
• You can also export the Table view to Excel to review.
• Click Tables to select another Table View to review or create a new view or select from the left side-bar navigation. 

Choose Fields for a Table View Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Key Actions to Know

Click Choose Fields within a table to begin the process.

• Within the Field Chooser, you have different fields to help build the table view.
  • Row Field: Categorizes your data horizontally (e.g., Statement Structure dimension).
  • Column Field: Categorizes your data vertically (e.g., Reporting Funds dimensions).
  • Data Field: Performs math on numerical data (e.g., Ending Balance).
  • Filter Field: Allows you to isolate a specific subset of data across the whole table (e.g., periods). 

• Within a Row, Column and Filter field, select the Filter icon to see what specific information is currently shown or able to be shown within the table. Make any changes as necessary.
  • Note: Expand any collapsed items to see additional options. 
• Within the All Fields tab, you can see what fields are available to be added (unchecked) as well as what is currently part of the table (checked).
  • Note: You can drag and drop these fields into the Row, Column, Filter and Data Fields as appropriate.
• Close the Field Chooser and return to the table by selecting the Close (X) icon.

Note: As you make changes within the field chooser, the table will automatically update with the changes.

Troubleshooting

Issue: Made changes within the MDFM, but the totals have not changed. 

Solution: Right click on the table and select “Rollup” to refresh the data. 

Issue: I’ve clicked on a value in the table that has numbers, but I don’t see any linked rows. 

Solution: That section is calculated by a formula. 

Frequently Asked Questions (FAQs)

Q: Can I show multiple years in the columns of the table? 

A: Yes! Drag the Periods field into the Column Fields section of the Field Chooser and use the filter to select the appropriate years to show. 

Q: If I make changes to a table’s layout can I save it as a new view or override what is currently in the table?

A: Yes! Right click on the table and select either Save to override it, or Save As to create a new Table View.