Table -Show or Hide fields in CRM Analytics

Display fields dynamically only when the user needs it. This custom solution helps the user when we have too many fields in the table and the user don’t need all of them every-time.

Requirement: As a Business User, I don’t want all the fields to display in my default table chart, so give me an option to select by click of a button to show up the extra fields when I need to see those extra fields data.

Below is what we are targeting to build — The extra fields will show up only when the user click on ‘Display More Fields’.

Default Table View — without selecting ‘Display More Fields’ button

Once ‘Display More Button’ selected — we can see 3 new fields are shown up (Order Quantity, Region, Stage)

Step 1 — Create a table view using sample ‘Region_North_South’ dataset and named it as ‘Region Table’. Clip the lens to a dashboard and save it.

As we can see the additional fields are not selected here.

Step 2 — Create a custom query named ‘Display More fields’ and add below values — This is where we add API names of additional fields we need to show and hide. (Check my other blogs to see — how to create a custom query)

Step 3 — Create ‘Interaction code’ by clicking ‘Advance Editor’ on ‘Display More fields’ widget . We need to have below 3 interaction codes to add it to the table chart. (Check my other blogs to see — how to create Interaction Code)

{{cell(Extra_Fields_1.selection, 0, \”Order\”).asString()}}

{{cell(Extra_Fields_1.selection, 0, \”Region\”).asString()}}

{{cell(Extra_Fields_1.selection, 0, \”Stage\”).asString()}}

Step 4 — Add above interaction codes to the ‘Region Table’ query and update it as shown below along with coalesce function: (Use coalesce() to get the first non-null value from a list of parameters, or to replace nulls with a different value.)

Here you go

Preview the dashboard and click ‘Display More Fields’ button— you will have fields show up and click again to hide those.

• You can control the order of fields to display
• You can have multiple button/toggle

Remember to save your work!

Spring 24' was used to write this article.

I hope you find this helpful.

Leave a comment if you have any questions or improvement ideas.

Thanks for reading!

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