| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
What are Data Tables and Charts?
The Data Tables and Charts feature in Opus 2 enables basic data visualisation using data derived from worksheets. Tables and charts do not store data directly; instead, they surface and process data that already exists within worksheets.
Users configure how worksheet data is selected, aggregated, transformed, and displayed. Once configured, tables and charts automatically update whenever the underlying worksheet data changes. These configurations effectively act as reusable data processing pipelines and can be saved within project templates for reuse across multiple projects.
This approach differs from traditional spreadsheet tools, where users manually manipulate data each time it changes. In Opus 2, users define how the data should be processed, and the platform applies those rules dynamically.
Configuring a data table
Every table begins by selecting a single worksheet as its data source. Multiple fields from that worksheet may be included in the table.
If data from multiple worksheets is required, connections must first be established at the worksheet configuration level using remote record fields.
Configuring the initial source column
With the data table in edit mode, define how worksheet records map to table rows using one of the following options:
All rows
Each worksheet record generates a row in the table.- Suitable for numeric analysis and per‑record visualisation.
- Subsequent columns must be numeric or currency fields.
Grouped by data type
Worksheet records are grouped based on a selected field.
Supported grouping types include:- Short text
- Number
- Currency (single‑currency configuration only)
- Choice
- Date
- Single remote record
- Date added / updated
- Added by / updated by
Combine all rows
Aggregates all worksheet records into a single table row.
Useful for totals, averages, and summary metrics.
Optional configuration options include:
- Rounding numeric values (0–2 decimal places)
- Ignoring unused values (for choice and remote record fields)
- Defining numeric or date ranges
- Applying worksheet‑level filters
Specifying row aggregations
Row aggregation groups worksheet records that share a common property.
- Choice fields generate one table row per option value.
- Date fields can be bucketed by day, week, month, or year.
- Numeric fieldscan be bucketed by:
- A fixed bucket size
- A total number of buckets
- Manually defined boundaries
These aggregations determine how multiple worksheet records are condensed into table rows.
Adding locally derived columns
Tables can include columns derived from existing table columns.
Supported operations include:
- Single‑column operations:
- Negation
- Absolute value
- Two‑column operations:
- Addition
- Subtraction
- Multiplication
- Division
Each derived cell calculates its value from corresponding cells in the same row.
Splitting aggregated data across columns
When multiple worksheet records are aggregated into a single table row, values can be further subdivided into multiple columns using a choice field.
Each unique choice value generates its own column, with aggregation applied only to records that match that value.
Configuring a chart
Charts use a single configured table as their data source.
Supported chart types include:
- Pie and Donut charts – radial segments based on row values
- Bar charts – horizontal or vertical bars, optionally split by columns
- Line charts – values plotted over rows as connected points
Colours may be sourced from worksheet definitions, table columns, or a default colour palette.
Displaying tables and charts
Configured tables and charts can be displayed in two locations:
Project dashboards
Using Chart and Data tile widgets.Portals
Embedded on portal pages using Chart components.