How to Add a Table Widget in OnePlan

Direct Answer: How to Add a Table Widget in OnePlan

To add a Table widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Table, select the columns to display, optionally configure grouping and sorting, optionally add a filter, and click Add.

What This Article Covers: Table Widgets

This article explains how to configure and add a Table widget to a reporting dashboard in OnePlan. It covers every field in the Add Table Widget form and provides configuration examples.

What you will accomplish
Add a Table widget that displays multiple fields per item side by side in a sortable, filterable grid on your dashboard.

Before You Begin: Table Widgets

You must have an existing dashboard tab. See How to Create a Reporting Dashboard Tab in OnePlan if you haven't created one yet.
Table widgets are available on Portfolio Area dashboards (Plans data source) and Plan dashboards (Work Items data source). They are not available with Financials, Resource Plans, or Timesheets data sources, or on Timesheet, Global Resource Plan, or Modeler dashboards.
For the full availability matrix, see Reporting Widgets in OnePlan - Overview.

Why This Matters: Table Widgets

Show Multiple Fields Per Item Side by Side

Cards show one value; charts aggregate data into a visualization. A Table widget gives you a row-per-item view where each row shows multiple fields side by side — ideal when viewers need to see more than one attribute of each plan or work item at a glance.

Drill Down Without Leaving the Dashboard

Tables let viewers scan, group, and sort data directly on the dashboard. By choosing the right columns, grouping, and sort order at configuration time, you can pre-arrange the table so it communicates exactly what matters — without requiring the viewer to navigate into individual plans. Users can also click on the plan names to access the plan details right from the Dashboard.

Use alongside Cards and Charts

A common pattern is to use Cards at the top of a dashboard for headline KPIs, Charts in the middle for distribution and trend views, and a Table at the bottom for a full item list. See Reporting Dashboard Configuration in OnePlan - Guided Workflow for a worked example.

Step-by-Step: Adding a Table Widget in OnePlan

Task: Open the Add Table Widget Form

Navigate to the dashboard tab where you want to add the table.
Click New > Widget.
Select a data source:
- Portfolio Area dashboards: select Plans
- Plan dashboards: select Work Items
Click Table. The Add Table Widget form will open.

Task: Configure the Table Widget

Complete the Add Table Widget form:

Title (checkbox) — Check to display the widget title on the dashboard. Checked by default.
Display Totals (checkbox) — Check to add a totals row at the bottom of the table. Unchecked by default. Useful when columns include numeric fields such as budget or count.
Title — Enter a label for the table. Defaults to "Table". Example: "Portfolio Summary" or "Active Risks".
Columns — Select the fields to display as columns. Click the dropdown to add fields; each selected field appears as a tag. Click the × on a tag to remove it. Columns appear in the order they are selected. Example selections: Name, Estimated Start, Estimated End, Status, Budget.
Group By — Optionally group rows by a field. All rows sharing the same value in the chosen field are grouped together under a collapsible header. Example: group by Plan Type to organize rows by project type.
Sort By — Choose a field to sort rows by. Example: Estimated Start, Name, Budget.
Sort Direction — Set whether the sort is Ascending or Descending.
Add a Filter — Optionally restrict the table's data. The filter label reflects the active data source (e.g., Add a Plan Filter, Add a Work Items Filter).

Warning: Widget-level filters layer on top of dashboard-level filters. If they conflict, the table may show no data. Be deliberate when adding widget filters.

Task: Add the Table to the Dashboard

Click Add. The table appears on the dashboard.
Repeat for any additional widgets.
Click Save to save the dashboard.

Frequently Asked Questions: Table Widgets

Q: How do I add a Table widget to a reporting dashboard in OnePlan?
A: In OnePlan, open the dashboard tab, click New > Widget, select a data source (Plans or Work Items), click Table, choose your columns, configure grouping and sorting, optionally add a filter, and click Add. Then click Save.

Q: How do I control which columns appear in a Table widget in OnePlan?
A: In OnePlan, use the Columns field in the Add Table Widget form to select the fields you want to display. Each selected field appears as a tag — click the × on a tag to remove it. Columns display in the order they are added.

Q: Can I sort a Table widget in OnePlan?
A: In OnePlan, use the Sort By and Sort Direction fields to set a default sort when configuring the widget. This determines how rows are ordered when the dashboard loads.

Q: What does Display Totals do on a Table widget in OnePlan?
A: In OnePlan, checking Display Totals adds a totals row at the bottom of the table that sums numeric column values across all visible rows. It is most useful when your table includes budget, count, or other numeric fields where a running total is meaningful.

Q: Can I group rows in a Table widget in OnePlan?
A: In OnePlan, use the Group By field to organize table rows into collapsible groups. For example, grouping by Plan Type arranges rows under headings for each plan type, making it easier to scan data by category.

Q: Why is the Table widget option not available for my data source in OnePlan?
A: In OnePlan, Table widgets are only available with the Plans data source on Portfolio Area dashboards and the Work Items data source on Plan dashboards. If you have selected Financials, Resource Plans, Timesheets, or are on a Timesheet, GRP, or Modeler dashboard, the Table option will not appear.

What to Do Next: Table Widgets

Add more widget types:

Manage widgets after adding them:

See a complete worked example:

Reporting Dashboard Configuration in OnePlan - Guided Workflow