Tables, Grouping, and Working with Data

Last updated: April 10, 2026

How Tables Work in Intelligence

Tables are the foundation of most reports. Unlike a static spreadsheet, calculations in Intelligence apply to an entire column — making results consistent and scalable across millions of rows of shipping data.

  • Rows represent individual records (shipments, invoices, carriers, etc.)

  • Columns represent data fields (date, carrier, mode, spend, weight, etc.)

  • Column headers can be clicked to sort ascending or descending

Grouping

Grouping lets you collapse rows into summarized buckets. Instead of seeing every shipment, you can group by carrier to see totals per carrier.

Common ways to group logistics data:

  • By carrier — total spend, shipment count, and average cost per carrier

  • By mode — compare parcel vs. LTL vs. FTL at a glance

  • By week or month — track how costs change over time

  • By GL code or cost center — see allocated spend by department

To group: click any column header and select Group from the menu. The table collapses into summarized rows with calculated totals.

Adding and Removing Columns

  1. Open the exploration view by double-clicking a table or chart

  2. Click "Columns Shown" in the top right

  3. Check or uncheck columns to show or hide them

  4. Changes are temporary unless saved to a custom view

Sorting

  • Click any column header to sort by that column

  • Click again to reverse the sort order

  • Sorting applies to your current view only — it doesn't change the report for other users