Add a Table

Before building the table, determine your goal with the data you will collect in the table. This will help inform how you build the table. The video below illustrates the reporting considerations when building a table.

Important Considerations Video

• Is the goal to collect data to report on across requests (e.g. demographic information)?
  • With this goal in mind, the table should be built with defined column and row headers, allowing you to consistently report on the data across requests. In the image below, the age groups and counties are defined by headers.
    
    
• Is the goal to simply collect information in an easy-to-consume format (e.g. a budget)? 
  • With this goal in mind, you might choose to build the table in a more flexible manner. For example, you might allow applicants to select their own row headers to fill out their budget in the order of their choice. In the image below, each cell in the Expense Source column is a drop-down. 
    • This is only recommended if you do not plan to report on this data across requests. Allowing flexibility makes consistent reporting more challenging.
    • Additionally, consider your evaluators' needs when allowing flexibility in a table. If they prefer to see data presented consistently across requests, you might not want to build in flexibility.
    • When collecting budget information, there are other considerations as well: 

      • If a budget question requires applicants to format the information in a specific manner, it could create an additional time burden for your applicants. The GLM Expert Training Webinar - #FixtheForm is an additional resource related to this topic.
      • In general, simplifying the budget information you collect could increase the usefulness of the data over time.

1. Navigate to the form where the table will be added, and then click Add New Question.
   
   
2. Click Table.
   
   
   
3. Enter a Label for the table, and then click Save Question.
   • Enter Instructions for completing the table. This is an optional field.
     
     
4. Click the upper-right plus icon to add a Column. The column type you select applies to all cells within that new column.
   
   
   • For example, if you select Integer Column, each cell within that column is set to the integer question type. The question type can be edited later at the individual cell level.
   • You can add up to 5 columns per table (not including a header column).
   • It is recommended that you add all the necessary columns to your table before moving to the next step.
5. Click the upper-left plus icon to add a Header Row, which allows you to label each column. 
   • To edit the header label for each column in your table, click the three dots icon and then click Edit.
     
     
6. Click the upper-left plus icon to add a Header Column, which allows you to label each row. 
   • Click the three dots icon and then click Edit to label the first row. 
   • In the next steps, you will add additional rows and can then edit the labels for each.
   • The header labels appear in bold text once added. The image below shows the header row and column on a fully built table. In this example, the header row lists the counties, and the header column lists the age groups.
     
     
7. Click the lower plus icon to add a Row. The row type you select applies to all cells within that new row.
   
   
   • For example, if you select Integer Row, each cell within that row is set to the integer question type. The question type can be edited later at the individual cell level.
   • There is no limit on the number of rows per table.
8. Click the three dots icon above any column or next to any row to access additional options. 
   • You can move the column/row, edit the visibility or required type for the cells in the column/row, clone it, or delete it (until the column/row has been used).
   • If you need to add multiple rows or columns with the same type (e.g. integer), cloning another row or column can save time. 
9. Click the three dots icon for any cell to edit it.
   
   
   • Click Edit to change the cell label, visibility, or required type.
     
     
     • While cell labels are not visible on the table to applicants, there are scenarios in which applicants could see them. If they skip a required cell and attempt to submit their form, the system message will use the cell label to refer to the question they missed. Cell labels are also used by screen readers.
     • Cell labels are a helpful tool for administrators, as they are used in reporting.
     • Click Save Question when you are done making edits.
       
       
   • Select Convert To, and then select a question type to change the cell's question type.
     
     
     • This cannot be done if responses already exist for the cell.

A summary row can be added to a table to automatically provide either the sum or count for each column. This summary is based on the information in integer, currency, or decimal cells within the columns. Information in the summary row is visible to administrators and the applicant by default. The summary information cannot be edited. You can add summary rows to sum or count subsections of the column information. 

1. Navigate to the table and click the lower plus icon.
   • Alternatively, click the three dots icon next to the row to which you want to add a subtotal row below, select Add Row Below, and then click Sum or Count. 
2. Select Summary Row, and then click either Sum or Count.
   
   
3. To edit the summary row visibility if needed, click the three dots icon for the row, select Edit Row, select Visibility, and then click the desired visibility type.
   
   

• Click the six dots icon next to a summary row to drag and drop the row to a new location.
  
  
• Add summary rows or drag and drop an existing summary row in between rows to sum or count subsections of the columns.
  • Moving summary rows may have implications in existing reports and merge templates.
    
    
• To calculate the columns in the entire table when there are summary rows for subsections of the columns, add a summary row above the bottom summary row.
  
  

There is an option to use the integration with Candid Demographic Tables to allow applicants to populate responses using data from their Candid profile. 

1. Navigate to the form where the table will be added, and then click Add Candid Profile Question.
   
   
2. Click the Add Candid Profile Question button.
   
   
3. Click on the radio button next to the desired demographic profile question, and then click Add Selected Question.
   • Race & Ethnicity (#) displays the total number in each option and Race & Ethnicity (%) displays the percentage of each option.