[{"data":1,"prerenderedAt":489},["ShallowReactive",2],{"navigation":3,"page-\u002Fdesigning-dashboards\u002Ftables-images-and-themes":250,"\u002Fdesigning-dashboards\u002Ftables-images-and-themes-surround":483,"comments-\u002Fdesigning-dashboards\u002Ftables-images-and-themes":488},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM Analytics?","\u002Fen\u002Ffoundations\u002Fwhat-is-crm-analytics","en\u002F1.foundations\u002F2.what-is-crm-analytics",{"title":25,"path":26,"stem":27},"Architecture","\u002Fen\u002Ffoundations\u002Farchitecture-and-data-flow","en\u002F1.foundations\u002F3.architecture-and-data-flow",{"title":29,"path":30,"stem":31},"The Data Layer","\u002Fen\u002Ffoundations\u002Fthe-data-layer","en\u002F1.foundations\u002F4.the-data-layer",{"title":33,"path":34,"stem":35},"The Design Layer","\u002Fen\u002Ffoundations\u002Fthe-design-layer","en\u002F1.foundations\u002F5.the-design-layer",{"title":37,"path":38,"stem":39},"The Intelligence Layer","\u002Fen\u002Ffoundations\u002Fthe-intelligence-layer","en\u002F1.foundations\u002F6.the-intelligence-layer",{"title":41,"path":42,"stem":43},"Hands-On Tour","\u002Fen\u002Ffoundations\u002Fhands-on-tour","en\u002F1.foundations\u002F7.hands-on-tour",{"title":45,"path":46,"stem":47},"Six Adoption Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security User","\u002Fen\u002Fsetup\u002Fthe-security-user","en\u002F2.setup\u002F4.the-security-user",{"title":73,"path":74,"stem":75},"Analytics Settings","\u002Fen\u002Fsetup\u002Fanalytics-settings","en\u002F2.setup\u002F5.analytics-settings",{"title":77,"path":78,"stem":79},"Hands-On Access","\u002Fen\u002Fsetup\u002Fhands-on-assigning-access","en\u002F2.setup\u002F6.hands-on-assigning-access",{"title":17,"path":81,"stem":82},"\u002Fen\u002Fsetup\u002Fquiz","en\u002F2.setup\u002F7.quiz",{"title":49,"path":84,"stem":85},"\u002Fen\u002Fsetup\u002Finterview-questions","en\u002F2.setup\u002F8.interview-questions","i-lucide-settings-2",{"title":88,"path":89,"stem":90,"children":91,"icon":128},"Creating Datasets","\u002Fen\u002Fcreating-datasets","en\u002F3.creating-datasets\u002F1.index",[92,94,97,101,105,109,113,117,121,125],{"title":93,"path":89,"stem":90},"What Is a Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational Analytics","\u002Fen\u002Flenses-and-explorations\u002Fconversational-analytics","en\u002F4.lenses-and-explorations\u002F6.conversational-analytics",{"title":17,"path":157,"stem":158},"\u002Fen\u002Flenses-and-explorations\u002Fquiz","en\u002F4.lenses-and-explorations\u002F7.quiz",{"title":49,"path":160,"stem":161},"\u002Fen\u002Flenses-and-explorations\u002Finterview-questions","en\u002F4.lenses-and-explorations\u002F8.interview-questions","i-lucide-search",{"title":164,"path":165,"stem":166,"children":167,"icon":199},"Designing Dashboards","\u002Fen\u002Fdesigning-dashboards","en\u002F5.designing-dashboards\u002F1.index",[168,169,173,177,181,185,189,193,196],{"title":164,"path":165,"stem":166},{"title":170,"path":171,"stem":172},"Conditional Formatting","\u002Fen\u002Fdesigning-dashboards\u002Fconditional-formatting","en\u002F5.designing-dashboards\u002F2.conditional-formatting",{"title":174,"path":175,"stem":176},"Date Toggles & Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":473,"extension":474,"interview":253,"links":253,"meta":475,"navigation":476,"passScore":253,"path":179,"quiz":253,"seo":477,"stem":180,"video":478,"__hash__":482},"docs\u002Fen\u002F5.designing-dashboards\u002F4.tables-images-and-themes.md","Values Tables, Images, and Widget Themes",null,{"type":255,"value":256,"toc":463},"minimark",[257,261,274,277,282,293,314,319,323,326,341,359,363,370,373,377,388,391,416,423,427,430,433,440,444,451,457],[258,259,252],"h1",{"id":260},"values-tables-images-and-widget-themes",[262,263,264,265,269,270,273],"p",{},"Charts answer \"how much\" and \"which is biggest\". Sooner or later somebody asks ",[266,267,268],"strong",{},"\"which records exactly?\""," — and that's the ",[266,271,272],{},"values table",": a straight list of rows, one record per line, columns of your choosing.",[262,275,276],{},"It looks like the least designed widget on the canvas. It has more design settings than almost any other.",[278,279,281],"h2",{"id":280},"default-columns-come-from-the-dataset","Default columns come from the dataset",[262,283,284,285,288,289,292],{},"Drop a values table onto a dashboard and it doesn't come up blank — it arrives pre-populated with a set of columns. Those aren't a guess. They're the ",[266,286,287],{},"default fields"," configured on the dataset itself, in the ",[266,290,291],{},"Fields"," panel of the dataset's edit screen.",[262,294,295,296,300,301,300,304,300,307,300,310,313],{},"This is a genuinely useful piece of dataset hygiene. Set sensible defaults once — say ",[297,298,299],"em",{},"Opportunity Name",", ",[297,302,303],{},"Account",[297,305,306],{},"Stage",[297,308,309],{},"Close Date",[297,311,312],{},"Amount"," — and every values table anyone builds on that dataset starts from a reasonable place instead of dumping ninety columns or none.",[315,316],"lesson-cards",{":columns":317,":items":318},"2","[{\"title\":\"Set defaults on the dataset\",\"icon\":\"i-lucide-list-checks\",\"description\":\"In the dataset's Fields panel, mark the handful of fields that should appear by default. Every new values table inherits them.\"},{\"title\":\"Adjust per widget\",\"icon\":\"i-lucide-table-2\",\"description\":\"On any individual table, add or remove columns freely. Local changes never write back to the dataset default.\"}]",[278,320,322],{"id":321},"adding-a-field-to-the-table","Adding a field to the table",[262,324,325],{},"Adding a column is done from the widget's query, not by dragging onto the table. Open the step behind the table, find the field list, and add the field you want — it appears as a new column immediately.",[262,327,328,329,332,333,336,337,340],{},"Order matters for readability. Put the ",[266,330,331],{},"identifying"," columns first (name, account), the ",[266,334,335],{},"categorical"," ones next (stage, owner, region), and the ",[266,338,339],{},"numbers"," last on the right, where the eye expects to scan them. Readers parse a table left to right exactly once; make that pass do the work.",[342,343,345],"tip",{"icon":344},"i-lucide-triangle-alert",[262,346,347,348,350,351,354,355,358],{},"The ",[266,349,291],{}," editor you see inside a dashboard step is ",[266,352,353],{},"not"," the same thing as the Fields editor in a lens. The in-dashboard one only controls which fields this query returns and how this widget displays them. Real field metadata — the display label, number formatting, default columns, whether a field is hidden from users — must be edited in ",[266,356,357],{},"lens mode",", on the dataset itself. If you're changing something and it stubbornly doesn't stick across widgets, you're in the wrong editor.",[278,360,362],{"id":361},"spacing-fit-data-to-widget","Spacing: fit data to widget",[262,364,365,366,369],{},"The default table spacing is generous, which means a table sized to fit your layout often shows four rows and a scrollbar. In the widget's properties, find the spacing option and choose ",[266,367,368],{},"fit data to widget",".",[262,371,372],{},"That switches the table from a fixed row height to one that compresses to use the space it's been given — more rows visible, columns sized to their content, far less dead white space. On a dashboard where the table is a supporting detail rather than the main event, it's the difference between a useful list and a teaser.",[278,374,376],{"id":375},"themes-on-individual-widgets","Themes on individual widgets",[262,378,379,380,383,384,387],{},"A dashboard has an overall theme, but ",[266,381,382],{},"each widget can override it",". In the widget properties you'll find a theme setting — flip a single table or chart to the ",[266,385,386],{},"dark"," theme and it renders with a dark background and light text while everything around it stays light.",[262,389,390],{},"Used badly this looks chaotic. Used deliberately it's one of the most effective layout tools available:",[392,393,394,402,409],"ul",{},[395,396,397,398,401],"li",{},"Give the ",[266,399,400],{},"KPI strip"," across the top a dark theme so it reads as a distinct header band.",[395,403,404,405,408],{},"Darken a single ",[266,406,407],{},"callout"," widget — the one number leadership cares about — so the eye lands there first.",[395,410,411,412,415],{},"Use a dark background behind a table of ",[266,413,414],{},"images"," or logos, which almost always look better against dark than against white.",[262,417,418,419,422],{},"The discipline is to use it for ",[266,420,421],{},"grouping",", not decoration. If two widgets share a theme, a reader assumes they belong together; make sure they actually do.",[278,424,426],{"id":425},"rendering-urls-as-images","Rendering URLs as images",[262,428,429],{},"This is the property most people never discover, and it changes what a table can be.",[262,431,432],{},"Salesforce data is full of URL fields — user photo URLs, product image links, logo fields, document thumbnails. By default a values table shows those as what they are: long, ugly, unclickable strings of text that blow out the column width.",[262,434,435,436,439],{},"On the column's properties there's a ",[266,437,438],{},"show data as image"," option. Switch it on and CRM Analytics fetches the URL and renders the picture in the cell instead.",[441,442],"lesson-steps",{":items":443},"[{\"title\":\"Add the URL field as a column\",\"description\":\"Bring the field holding the image address into the table's query like any other field.\"},{\"title\":\"Open that column's properties\",\"description\":\"Select the column in the widget's column list to reveal its individual display settings.\"},{\"title\":\"Enable show data as image\",\"description\":\"Turn the option on. The cell switches from raw URL text to the rendered image.\"},{\"title\":\"Size the column\",\"description\":\"Narrow the column so the images render at a sensible thumbnail size rather than dominating the row.\"}]",[262,445,446,447,450],{},"The classic use is an ",[266,448,449],{},"owner photo"," column on a top-performers table — faces instead of names makes a leaderboard feel personal and instantly scannable. The same trick works for product images in a catalogue table, account logos on a client list, or status icons stored as image URLs.",[342,452,454],{"icon":453},"i-lucide-info",[262,455,456],{},"The image has to be reachable by the browser viewing the dashboard. Salesforce-hosted photo URLs behave well because the user is already authenticated; a link into an internal system that requires a separate login will render as a broken image for everyone but you. Test with a colleague's login before you ship it.",[262,458,459,460,369],{},"Your table now shows the right records, at the right density, with faces attached. Next we make the charts themselves explain their own data — with ",[266,461,462],{},"tooltips and chart markers",{"title":464,"searchDepth":465,"depth":466,"links":467},"",1,2,[468,469,470,471,472],{"id":280,"depth":466,"text":281},{"id":321,"depth":466,"text":322},{"id":361,"depth":466,"text":362},{"id":375,"depth":466,"text":376},{"id":425,"depth":466,"text":426},"Get the most out of the CRM Analytics values table — default columns from the dataset Fields panel, adding fields, fit data to widget, dark widget themes, and the show data as image property for rendering URL fields as pictures.","md",{},{"title":178},{"title":252,"description":473},{"id":479,"start":480,"end":481},"947dd51bXE4",375,565,"MN19kxwy12aI4lBogm2zcvvntL5Iybg8n-qcApoCZmU",[484,486],{"title":174,"path":175,"stem":176,"description":485,"children":-1},"Build clean toggle filters for year and quarter in CRM Analytics — create the step first, group by a date bucket, filter the step's values, bind a toggle widget, clone the step, and switch off apply filters from faceting so options stop disappearing.",{"title":182,"path":183,"stem":184,"description":487,"children":-1},"Control exactly what a CRM Analytics chart reveals on hover — choose dimensions and measures, add custom text that interpolates step fields, hide the rest — then pin chart markers to specific data points as visual annotations.",[],1786788925505]