This article covers the following topics:
Table Data
The Table is a key part of a Logica model and is the place where data is edited and viewed.
Showing & Hiding Component Data
To pin or unpin (i.e. to show or hide) component data in a given Table, select the node or component, and click on the button in the Right Side Panel. When an element is pinned, the icon will have a gray background. When unpinned, the icon will have a white background. Unpinning (or hiding) elements in a given view does not delete any data.
Pinned State
Unpinned State
The same component can be pinned to multiple views. This information is shown in the Right Side Panel for a given element. To navigate to a specific view, click on the view name from the Right Side Panel.
Configure Component Data
To configure component data, hover above the main table area in the upper right corner and click on the Configure View Data button.
If individual nodes are pinned to the Table, re-order by dragging the node to the new position in the View Data menu.
If components are pinned to the Table, re-order by dragging the entire component to the new relative position in the View Data menu.
If a component is pinned to the Table, the default order of the nodes inside the component follows the order in the canvas. Re-order the nodes by dragging the component parts to the new position from the canvas.
Table Customization & Tools
At the top of the Table is a header area with a text field for a title and buttons for options to customize the Table in a specific view.
Table Title
To add a title or label to the Table, hover above the main table area and type in the text field.
Table Filters
To apply filters to the data in the table, hover above the main table area in the upper right corner and click on the Filter button. Filters let you control which rows and time periods are visible in the table, making it easier to focus on the data you care about.
Excluding Rows
The Exclude Rows option lets you hide rows based on a combination of time range selection and value criteria. A row is excluded only if it meets the selected value criteria within the chosen visible time periods. These options are useful for cleaning up views, such as hiding empty rows or focusing only on positive or negative contributors.
Select the Time Period to Evaluate
First, choose which time periods should be evaluated. Exclusions apply only to time periods currently visible in the table view, not the entire model timeframe. Any time columns that are hidden are ignored.
You can choose to evaluate:
Months – visible monthly periods only
Quarters – visible quarterly periods only
Years – visible yearly periods only
Choose the Value Criteria
Next, define which values should cause a row to be excluded within the selected time periods.
Available criteria include:
Zero values
Non-zero values
Positive values
Negative values
Example
If you choose:
Time period: Months
Value criteria: Zero values
Logica will exclude rows where the visible monthly values are zero, while ignoring quarters, years, or any hidden time periods.
Including Rows by Input Presence
In a table view, open Filters. At the bottom of the menu you can enable Include only nodes with [empty | non-empty | hybrid] inputs. When it's on and you pick a mode, the table keeps only rows that match. Other filters (such as excluding rows by values) still apply together with this one.
How this differs from Exclude Rows
Exclude rows looks at the values shown in the time periods currently visible (for example, all zeros).
Include only nodes with … inputs looks at whether the node has direct inputs in the Input Table, and whether it's also calculated from other nodes.
How to use it
Open a view that shows a table.
Hover above the table and click Filters.
At the bottom, check Include only nodes with … inputs.
Choose empty, non-empty, or hybrid.
Apply the filter. Optionally save the view so it stays with that view.
What the modes mean
Empty — The node has no inputs in the Input Table.
Non-empty — The node has at least one input in the Input Table.
Hybrid — The node has at least one input in the Input Table and is also calculated (it has at least one link from another node). A hybrid is both an input node and a calculated node.
Tip: This is different from filtering rows whose displayed numbers are zero. A node can show zeros in the visible periods and still count as non-empty if it has inputs defined.
Locked vs. Unlocked Filters
Filters can be locked to control who is allowed to modify them.
Locked filters
Set by Editors
Cannot be changed by Viewers or Contributors
Useful for preserving a consistent, intentional table view
Unlocked filters
Can be adjusted by any user
Allow viewers and contributors to explore the data freely
Only Editors can lock or unlock filter criteria. Any filter settings that remain unlocked are editable by all users with access to the view.
Table Sorting & Grouping
To apply sorting and grouping to the data in the table, hover above the main table area in the upper right corner and click on the Sorting button.
To add sorting, click on the Sorting & Grouping button in the table header. Click the "+" button to add a level. In the first drop-down, select the column to be sorted, as well as the order.
To add grouping and summary rows, select the checkbox for "Grouping", and then select the type of Summary row. SUM adds up the values within each group, and NET takes the first grouping minus the second grouping.
To save the groups of a given level in a collapsed state, select the checkbox for "Collapse". The levels can still be expanded manually.
To apply formatting to all summary rows in a given level, right click on any summary row and select the desired formatting options.
To apply rounding to all summary rows in a given level, right click on any summary row and select "Advanced Settings". Adjust the formatting and rounding, then click "Update".
To customize the summary row labels, type in the Label field. To use a dynamic label based upon the unique grouping values, include "{Group}".
Table Conditional Formatting
To apply conditional formatting to the data in the table, hover above the main table area in the upper right corner and click on the Conditional Formatting button.
Re-Order and Show/Hide Table Columns
To re-order or show/hide the table columns, hover above the main table area in the upper right corner and click on the Reorder Columns button. To show or hide, toggle the button by the specific column.
Freezing Columns
To freeze a column in a given Table, right-click on a cell, then select the following:
Change Settings > Column > Freeze
Auto Format Columns
Editors can set a model so that the time columns automatically have background color formatting, so it's easy to see which periods are actuals. To turn it on, open Model settings, check Auto format columns on the Basic tab, and click Update. The setting applies to every table in the model.
When it's on, time columns are colored like this:
Light blue, with black text: periods up to the latest actuals date of the scenario you're viewing
Cream: the rest of that fiscal year
Gray: quarter and year total columns
A few notes for specific cases:
If the scenario has no Actuals Through date, only the quarter and year columns are colored.
Later periods aren't colored. The Actual and Model labels on the time columns stay the same. Only the colors change.
Colors you set yourself on a row or column, using Change Settings in the table context menu, still take priority over the automatic colors.
Table Settings Overview
To access additional options in the Table Settings for the current view, click on the gear icon in the top-right of the table view pane.
The Table Settings includes several options for customizing the table in the current view.
Column Settings
Time frame
The Time frame settings include Start and End dates that determine the time range that is visible in the specific view. Adjusting the view time frame does not change or alter any data; it only includes or excludes time columns from being displayed.
Fixed and Relative Start and End Dates
Using fixed start and end dates means the time columns that are visible are fixed, and will not update automatically.
Using relative start and end dates means the time columns that are visible will be updated based on the first scenario's Latest Actual date found in the Scenario Settings.
Display columns
The display columns includes several options for customizing the table columns. The Month, Quarter, Year, QTD, and YTD checkboxes are used to show or hide time columns. When Quarters and Years are shown, values displayed in these columns are determined by the specific aggregation methods set within each node. The Group checkbox shows or hides the parent group for all nodes in the table, and the Name checkbox shows or hides the Name column for all nodes in the table.
Scenario, Comparison, & Variance Settings
Primary scenario
The Primary scenario determines the initial scenario that is displayed when the view is opened. The default setting is "Current scenario", which means it will display the scenario the user had selected prior to opening the specific view. If a specific scenario is selected, whenever that view is selected by a user, the app will automatically switch the scenario to the Primary scenario. This helps ensure the intended data is shown.
Scenario Comparisons
The Compare Against settings are used to create a comparison between one or more scenarios or time periods. To add one or more comparisons, click on the Comparisons button, then click the "+" button in the Comparisons section.
In the example below, the "Forecast" scenario is currently selected, and is displayed in the first column of each time period. The comparison scenario, "Budget", is displayed in the second column.
Time Comparisons
Comparisons can also be made again prior time periods within the same scenario or other scenarios.
Variance Settings
When "Value" is checked, the variance between the values of the compared scenarios or time periods is calculated for all table rows and displayed in a column called "Variance" according to the following formula:
Variance = 2nd Col - 1st Col
When "Percentage" is checked, the % variance is calculated and displayed in a column called "% Variance" according to the following formula:
% Variance = (2nd Col - 1st Col) / Absolute Value (2nd Col)
The default convention for variance sign and coloring is positive variance as green and negative variance as red. Check out this article for more on adjusting variance conventions.
Table Context Menu
The table context menu is used to perform common table actions quickly by right-clicking on the specific table element.
Insert New
This option in the context menu is used to insert a new component clone based on the specific clone selected.
Change Settings
These options are used to further customize specific aspects of the table. The "Node" and "Column" options include several formatting selections, including the following for the row or column:
Font Style
Font Color
Background Color
Borders
Lock/Unlock
Update Data
The "Follow" option is used to set scenario dependencies. The "Copy From" option is used to copy the values from another scenario.
Delete Selection
This option in the context menu is used to delete a component clone.
What's next?
Learn even more about Working with Views.
Check out the collection on Scenario Analysis.