Use Percentage Field with 4 how-to topics covering field creation, display settings, filtering and grouping, and post-import field correction; 4 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Create a Percentage Field | Free |
| 2 | 2. Configure Field Properties | Free |
| 3 | 3. Use a Percentage Field for Filtering and Grouping | Free |
| 4 | 4. Correct the Field Type After Importing from Excel | Free |
How-to Guide
1. Create a Percentage Field
Entry: + button on the right side of the table header → select the Percentage field type
- In the data table, click the Add Field button on the right side of the header.
- In the field type list, select Percentage.
- Enter the field name.
- Click Confirm to finish creating the field.
- Enter data in the new column by using the input style for this field type.
Success Criteria
- Interface result: A new Percentage Field column appears in the data table.
- Next action available: You can enter and edit data in that column.
Tips While Using
- Common mistake: Leaving before confirming the field name may prevent the field from being created.
- Environment note: You need edit permission for the current data table.
2. Configure Field Properties
Entry: Right-click the field → Field Settings → Number Format
- Right-click the existing Percentage Field.
- Select Field Settings.
- In the settings panel, open the Number Format drop-down menu.
- Adjust the percentage display format as needed.
- Click OK to save the setting.
Success Criteria
- Interface result: The field display updates to the new format.
- Next action available: Later entries follow the current display format.
Tips While Using
- Common mistake: If you do not click OK after editing, the setting is not saved.
- Environment note: The displayed result depends on the current number format and the stored data.
3. Use a Percentage Field for Filtering and Grouping
Entry: Filter or Group panel in the data table → select the Percentage Field
- Open the filter or grouping feature in the current data table.
- Select the existing Percentage Field from the field list.
- Set the filter condition or grouping method you need.
- Review the result and adjust it if needed.
Success Criteria
- Interface result: Records are filtered or grouped based on the Percentage Field.
- Next action available: You can continue adjusting conditions, reviewing results, or switching views.
Tips While Using
- Common mistake: Selecting the wrong field can produce unexpected results.
- Environment note: The table needs existing Percentage Field data before filtering or grouping is meaningful.
4. Correct the Field Type After Importing from Excel
Entry: Field Settings after import → change field type
- Import the Excel file into the Smart Table data table.
- Check whether the automatically recognized field type is correct.
- If the percentage column is not recognized correctly, open the settings for that field.
- Change the field type to Percentage.
- Save the setting and review the display again.
Success Criteria
- Interface result: The target field displays as a percentage.
- Next action available: The field can continue to be used for filtering, grouping, and statistics.
Tips While Using
- Common mistake: Skipping the field-type check after import can affect later analysis.
- Environment note: Before changing the field type, confirm that the original data format matches the intended percentage display.