Table block controls and messages

This page lists every control, menu action, option, and message of a Table block, in the order the table shows them. For steps, see the guides linked in each section. Keyboard shortcuts are in Keyboard shortcuts. Editing controls appear only when you can edit the Page, in a desktop browser. A phone, a past version opened from version history, and a Page you can only read show the table without them.

Table header

The strip above the grid, from left to right.

Control	What it does
Show table setup / Hide table setup	Opens or closes the table setup panel. Whether it is open is remembered in your browser; for how many blocks a browser remembers, see Limits.
Table title	Click to rename the table. An unnamed table reads New Table Block. A new table gets a suggested title when you first add rows or columns.
Regenerate title	A sparkle button that appears when you point at the title. Asks cfo.ai for a new title from what the table shows.
Deleted property reference	A warning triangle. The table still lists a Variable or Dimension that was deleted; its tooltip reads This table references a property that no longer exists. With several, it reads [N] deleted property references and its tooltip counts them. Select it to open the setup panel, where each such row reads Deleted property.
Recomputing	Shows while the table recalculates after a change.
Date range button	Shows the first and last period. Opens a calendar; a complete range applies at once. Today jumps the calendar to the current period.
Grain button	Raw, Daily, Weekly, Monthly, Quarterly, Half-yearly, or Yearly. Reads Mixed when the table’s Date axes use different grains. Raw shows each date without grouping it into periods.
Compare	Shows other Scenarios or an earlier period beside the table’s values. See Compare Scenarios side by side.
Mention table in chat	Adds the table to the current chat. See Chat controls and messages.
Table block settings (…)	Opens the settings menu.

On a phone, the header shows the title, the date range, Mention table in chat, and Table block settings. The … button at the right of the table header.

Control	What it does	Saved
Show formula bar	Shows a strip above the grid with the selected cell’s formula and where it applies. Select it to edit that formula.	In your browser
Show total columns	Shows the total column at the end of each column group. On when a table opens.	Not saved
Pin total columns	Keeps total columns beside the row names while you scroll. Available while total columns show.	Not saved
Show dimension headers	Shows a label row, such as DEPARTMENT, above each Dimension’s items. On by default.	With the table, for everyone
Auto-fit all columns	Sizes every column to its widest content.	With the table, for everyone
Show formula columns	On a phone only: shows the formula columns.	In your browser

Table setup panel

Opened with Show table setup. It has four sections, from top to bottom: Layout, Formula, Columns, and Rows.

Layout section

Control	What it does
Open Layout Options (…) → Force refresh	Calculates the table’s values again.
Open Layout Options (…) → Show all formulas	Opens All Formulas, which lists the formulas saved in the Model, each with its Variable, where it applies, and when it was created and last changed. Delete formula removes one. An empty list reads No formulas found.

Formula section

Control	What it does
Show all formula columns / Hide all formula columns	Opens or closes every formula column.
Pin formula column / Unpin formula column	Keeps the formula column beside the row names.
Formula settings → Show formula bar	The same setting as in Table block settings.
Formula settings → Show formula columns	Shows the formula columns. Unavailable, with Formula columns require Variables in Rows or at the root of a Column group., when the layout cannot show them.
Formula settings → one checkbox per range, such as Actuals and Forecast	Shows or hides that range’s formula column.

Which formula columns are open is remembered in your browser. See Use different formulas for Actuals and Forecast.

Columns and Rows sections

Each section lists what is on that axis as a tree. Drag an item to reorder it, to nest it under another, or to move it between Columns and Rows.

Control	What it does
+ (Add Column, Add Row) and Add	Opens the Create or search field for that axis.
… (Open Column Options, Open Row Options) → Reset columns / Reset rows	Removes every column, or every row, from the table.
Eye button, Hide [name] / Show [name]	Hides or shows that item for everyone who opens the table. Hidden items keep their settings.
Sort	None, Ascending, Descending, or Manual, for a Dimension other than Date.
Funnel button, Filter [name]	Opens the item list: All Items, the items, Cancel, and Save. For a Dimension other than Date, in rows or columns.
Segment by	Adds a breakdown level under that item.
Date granularity	For a Date axis: Inherit, Raw, Day, Week, Month, Quarter, Half, or Year.
Remove from table	Removes the item from this table. On a Variable’s original table it reads Delete variable (or Delete dimension) instead; see Removing and deleting. For a deleted Variable or Dimension it reads Remove deleted property from table.

At rest, each item shows small marks for what is set on it: an eye with a line through it when hidden, the sort, a funnel with the number of items the filter keeps, a branch with the number of breakdown levels, and the date grain. Right-click an item for the same right-click menus as in the grid; here the remove action reads Remove item, or Remove item and drill-ins for an item with levels under it.

Controls in the grid

Control	Where	What it does
Build your table	A new, blank table	Hint: Add a row below or a column above.
Add row	Last row of the table	Opens the Create or search field for rows.
Add column	+ at the right end of the column headers	Opens the Create or search field for columns.
Insert row below	+ at a row’s left edge	Opens a new row with Type a name or / to search. A name and Enter creates a Variable there, or an item when the row above is an item. / opens the search.
Reorder row or open row menu	Grip at a row’s left edge	Drag to reorder; click for the row’s menu. Dragging a Dimension’s items sets its sort to Manual. The + and the grip appear when you point at a row and hide when a mouse-wheel scroll moves that row away from the pointer; they come back on the row under the pointer once you move it.
Edit variable formula	fx button when you point at a row name or column header	Opens the formula for the whole row or column.
Segment by	Branch button when you point at a row name or column header	Breaks the row or column down by a Dimension, or by a Variable. When the row or column already holds a Variable, the search hides Variables until you turn on its Variables filter, because a table can hold Variables on one axis only. On a row that already has a breakdown, opens Segment [name] by with Add, Remove level, and drag to reorder levels.
Drill in / Clear drill-in	Magnifier button when you point at a calculated row’s name	Opens or closes the rows its formula reads.
More header actions	Button when you point at a column header	Opens the column’s right-click menu.
Edit formula for [Dimension]	Button when you point at a Dimension’s label row	Opens the formula every item at that level shares.
Create [Dimension] item	+ at the end of a Dimension’s items	Adds an item. Reads Create [Dimension] item under [parent] inside a nested breakdown.
Show formulas / Hide formulas	fx button at the top of the row-name column	Peeks at, opens, or closes the formula columns.
Arrow beside a row name	A row with rows under it	Expands or collapses them. Shift-click, or ⌘-click on a Mac, does it for every sibling row at that level. Your browser remembers rows you open or close, for up to 200 blocks; see Limits.
Arrow in a column group’s header	A group of columns, such as a region over its months	Collapses the group to its total column, or expands it. Shift-click, or ⌘-click on a Mac, does it for every sibling group at that level.
LC	Header of the Last close period	Edit last close changes Last close for the Scenario you are viewing. See Set Last close and date defaults.
Space	A blank spacer row, when you point at it	Select it to replace the space with a row.
Bottom edge	Below the last row	Drag to resize the table. Double-click, or press Enter, to fit the table to its content. The height is saved in your browser.
Mention cell in chat and Open context menu	Buttons beside one selected cell	Add the cell to the current chat, or open the cell menu.

Select a range of cells to see a bar at the lower right of the Page: Count:, Sum:, and Avg: for the numbers in the selection, rounded to two decimals. Cells without a number are not counted.

Add rows and columns: the Create or search field

Add row, Add column, Insert above and its neighbors, and the setup panel’s Add open the same search field, Create or search. Type to find Variables, Dimensions, and items; select one to add it.

Control	What it does
Create variable: [name]	Creates a Variable with that name and adds it here. It holds numbers. Not offered on an axis where the other axis already holds Variables.
Create dimension: [name]	Creates a Dimension with that name.
Create [Dimension] item: [name]	In a new row under an item: creates an item of that Dimension.
List dimension items	For a Dimension: one row or column per item, a breakdown.
Add as mapping	For a Dimension: one cell per row that shows which item the row belongs to.
Back	Returns from the choice above to the search.
Filter → Include: Variables, Dimensions, Dimension items	Limits what the search lists.
Filter → Show disabled results	Also lists Variables and Dimensions the search leaves out because they are already on the table.

Right-click menus

Right-click (or Control-click) a row name, a column header, a Dimension’s label row, or a cell. With a cell or name selected, Shift F10 opens the same menu. Each menu shows only the actions that apply. All tables beside an action means it changes every table that shows that Dimension. A row or column for a Variable, such as Revenue, or a column that shows each row’s item, such as Department.

Control	What it does
Edit formula	Opens the formula for the whole row or column.
Edit formula for [Dimension]	On a row with a breakdown: the formula for the items one level down.
Edit child formula	The same, when there are several levels below; pick one.
Segment by	Breaks the row down by a Dimension.
Drill in / Clear drill-in	Opens or closes the rows its formula reads.
Go to original table	Opens the Page and table where the Variable was created. Shown on other tables only.
Copy	Copies the row or column name.
Mention in chat	Adds the row or column to the current chat.
Show formula column / Hide formula column	On a column that heads a group: opens or closes its formula column.
Filter	On a column that shows each record’s item, such as Status: filters the rows by its value.
Pin column / Unpin column	Columns only. Keeps the column beside the row names while you scroll, like a frozen column in a spreadsheet, for everyone.
Format and display	Opens the format options.
Use as	For a Dimension shown as a mapping column: Segmentation or Mapping.
Insert above / Insert below	Opens the Create or search field for a new row at that place. On a column: Insert left / Insert right.
Insert space	Rows only. Adds a blank spacer row below.
Expand child rows / Collapse child rows	Opens or closes the rows under it.
Remove item and drill-ins	Removes the row, and any rows under it, from this table. On the Variable’s original table, removing its last row reads Delete variable.

A row or column for one item, such as Sales.

Control	What it does
Copy	Copies the item’s name.
Mention in chat	Adds the item to the current chat.
Segment by	Breaks this item down by another Dimension.
Drill in / Clear drill-in	Opens or closes the rows the item’s formula reads.
Filter out this item	Hides the item on this table. Not offered on a read-only table.
Expand child rows / Collapse child rows	Opens or closes the rows under it.
Format and display	Opens the format options.
Rename	Renames the item. All tables. Unavailable, with Only items you created can be renamed, for items from connected data.
Delete [Dimension] item	On the Dimension’s original table only: deletes the item. All tables. Unavailable, with Only items you created can be deleted, for items from connected data.
[Dimension] dimension settings	Opens the Dimension menu.

Opens from a Dimension’s label row, such as DEPARTMENT, or from [Dimension] dimension settings on any of its items.

Control	What it does
Go to original table	Opens the table where the Dimension was created. Shown on other tables only.
Default for every [Dimension]	Opens the formula every item at this level shares. A nested breakdown offers one entry per level.
Edit dimension formula	Rows only. Opens the formula that defines the Dimension’s items.
Segment by	Breaks every item at this level down by another Dimension.
Filter items	Rows only. Chooses which items show. Shows the number of items kept when filtered.
Filter	On a list of records: filters the rows by this column’s value.
Sort	None, Ascending, Descending, or Manual. Not offered for Date.
Date granularity	For Date: Inherit, Raw, Day, Week, Month, Quarter, Half, or Year.
Use as	Segmentation or Mapping.
Segment generation	Show only matching segments shows the combinations that have data. Expand to create all segments shows every combination; for a Dimension of numbers, set Start Value and End Value.
Format and display → Dimension color	The color of the Dimension’s item pills. All tables.
Format and display → Display as	Pill or Plain text, on this table, in your browser.
Create [Dimension] item	Adds an item. All tables. Unavailable, with Clear the filter to create a new item., while the Dimension is filtered.
Insert above / Insert below	Opens the Create or search field at that place. On a column: Insert left / Insert right.
Insert space	Rows only. Adds a blank spacer row.
Pin column / Unpin column	Columns only, not Date.
Remove dimension	Removes the Dimension from this table. On its original table it reads Delete dimension, All tables.

For actions that change the layout, such as Filter items, Sort, and Insert above, the Dimension’s level must be saved on this table. A level that Segment by added under one item only offers none of them. On a read-only table, the menu keeps Display as.

Control	What it does
Fix	On a cell that shows an error: starts a chat that asks Ari to fix it.
Edit formula	Opens the formula editor for this cell.
Format and display	Format options for this cell only.
Copy formula	Copies the cell’s formula. Shown when it has one.
Copy value	Copies the value as the cell shows it.
Paste	Pastes into the cell.
Mention cell in chat	Adds the cell to the current chat.

With several cells selected, the menu reads [N] items selected and offers Format and display, for each selected cell, and Paste. Select a range that includes row names, or press ⌘ A, and right-click a row name.

Control	What it does
Copy [N] row labels	Copies the names, one per line.
Filter selected items	Hides the selected items on this table.
Format [N] variables	Format options for every selected row. Reads Format and display when the selection mixes Variables and items.
Segment by	Breaks every selected row down by a Dimension.
Drill in / Clear drill-in	Opens or closes the inputs of every selected row.
Expand child rows / Collapse child rows	For every selected row.
Remove selected items and drill-ins	Removes the selected Variable rows from this table. On their original table it reads Delete variables.
Remove [Dimension]	Removes the Dimension of the selected items from this table, or reads Delete dimension on its original table.
Remove [N] rows	In the table setup panel: removes the selected rows from this table.
Remove all drill-in rows	Closes every drill-in row.
No actions available	Nothing applies to the whole selection.

Right-click a total column’s header and choose its summary: None, Sum, Average, Minimum, Maximum, Count, or Last. See Total columns.

Control	What it does
Pin column / Unpin column	Keeps the formula column beside the row names.
Hide column	Hides this formula column. On a split column, hides that range only.
Show [range] column	Brings back a hidden range, such as Show Forecast column.
Hide all formula columns / Show all formula columns	For a split formula column.

Drill-in row and spacer row menus

Control	What it does
Show variable name / Hide variable name	Labels each drill-in row with its Variable. Remembered in your browser.
Remove all drill-in rows	Closes every drill-in row on the table.
Remove space	Removes a spacer row.

Removing and deleting

Each Variable and Dimension you create on a table has that table as its original table.

You remove	What happens
A row or column from any other table	It leaves that table only.
Its last row or column on its original table	The action reads Delete variable, Delete dimension, or Delete variable or dimension, and deletes it from the Model and every table.
Its original table, with Delete block, or that table’s Page	Kept when another table still shows it, and one of those tables becomes its original table. Deleted when no other table shows it.

When a delete would break something, cfo.ai asks first:

Dialog	Text	Buttons
Delete variable or dimension? (Delete variables or dimensions? for several)	Deleting [name] will break [counts]. The counts can include formulas, blocks, Canvas blocks, property settings, and items or pins, and end with including [N] dependents you can’t see when you cannot open some of them.	Cancel, Delete anyway
Delete item?	“[item]” is still used. Deleting it everywhere will break: and a list.	Cancel, Delete anyway

Format and display options

Right-click a row name, a column header, or a cell and choose Format and display. On a read-only table, the menu has none of these.

Option	Choices	Applies to
Background	A set of colors, and No fill	This table, at the row, column, or cell you clicked
Text style	Bold, Italic, Underline, Strikethrough	This table, at the place you clicked
Indent / Outdent	Moves a row name one step in or out	This table, that row
Format	Auto, Number, Currency, Percentage, Integer, Multiple, Date, Reset	This table, at the place you clicked. Date instead makes the Variable a date Variable on every table; it is not offered for cells or the Date axis.
Currency	USD ($), EUR (€), JPY (¥), GBP (£), CNY (CN¥), AUD (A$), CAD (CA$), CHF, HKD (HK$), NZD (NZ$)	The Variable, on every table. Appears after you choose Currency.
Date format	See Date formats	This table. Appears for date headers and date Variables.
Precision	Decimal places: Default, 1, 1.0, 1.00, 1.000, 1.0000, 1.00000	This table, at the place you clicked
Variance colors	Higher is better, Lower is better	The Variable, on every table. See What colors and marks mean.
Reset formatting	Removes everything set at that place	This table

A cell’s own format wins over its column’s, and a column’s over its row’s. A Variable can also carry a default format that Ari sets; a table’s own format wins over it. A format never changes how a Variable adds up. When several selected rows differ, an option shows Mixed. The Dimension menu has its own Format and display with Dimension color and Display as.

Date formats

How each Date format shows a period at each grain. The examples use September 2, 2026, the week of August 24, 2026, and the third quarter of 2026.

Format	Day	Week	Month	Quarter	Half-year	Year
Abbreviated (default)	`Sep-02-26`	`W35-26`	`Sep-26`	`Q3-26`	`H2-26`	`2026`
ISO standard	`2026-09-02`	`2026-W35`	`2026-09`	`2026-Q3`	`2026-H2`	`2026`
Full month	`September 2, 2026`	`Week 35 2026`	`September 2026`	`Q3 2026`	`H2 2026`	`2026`
Compressed year	`Sep 2 ’26`	`W35 ’26`	`Sep ’26`	`Q3 ’26`	`H2 ’26`	`’26`
Year-first slash	`2026/09/02`	`2026/W35`	`2026/09`	`2026/Q3`	`2026/H2`	`2026`
Period-separated	`2026.09.02`	`26.W35`	`26.09`	`26.Q3`	`26.H2`	`2026`
Day-first formal	`02-Sep-2026`	`W35-2026`	`Sep-2026`	`Q3-2026`	`H2-2026`	`2026`
Descriptive	`02-Sep-26`	`WE 30-Aug-26`	`Sep FY2026`	`Q3 FY2026`	`H2 FY2026`	`FY2026`

Weeks are numbered Monday to Sunday, and WE shows the Sunday that ends the week. Raw dates use the Day form.

Total columns

A total column, also called a summary column, sits at the end of each column group and summarizes the cells shown in the group. It saves no formula. It is not the same as a parent row that adds up the rows beneath it; see Totals, aggregation, and time rollups.

Summary	Header	Shows
Sum	SUM	The group’s cells added up
Average	AVG	Their average
Minimum	MIN	The smallest
Maximum	MAX	The largest
Count	COUNT	How many have a value
Last	LAST	The last one
None	TOTAL	The Variable’s own value for the whole group, such as its year value beside its months

A table starts with Sum, or Last when it shows a Dimension’s values. Text and true-or-false values offer only None, Count, and Last; dates add Minimum and Maximum. The summary is saved with the table.

What colors and marks mean

What you see	Meaning
A dashed underline under a value	The cell holds its own value or formula, saved at that exact cell, in place of its row’s formula. A picked item or date shows no underline. Clear it with Delete; see Enter, paste, and clear values.
A green or red number with + or -	A change in a Variance or Variance % comparison column: green is good and red is bad, by the Variable’s Variance colors. Plain values are never colored by sign.
Colored pills	Items of a Dimension, in the Dimension’s color.
Colored references and outlined cells while you edit a formula	Each reference in the formula gets its own color, in order, and the cells it reads take the same color. The colors only tell references apart. See Write a formula.
A logo beside a row name	The Variable reads a connected system, such as QuickBooks.
A link mark beside a row name, when you point at the row	The Variable appears on other tables too. Point at the mark for [N] synced instances and Original: with its table and Page, or No access when you cannot open it.
A hatched background	Drill-in rows: the inputs of a formula, or source records.
LC and a vertical line	Last close. Actuals are to the left, Forecast to the right.
A funnel in a column header	The rows are filtered by that column’s value, such as Filtered: Status is Active. A filter the list cannot show reads Filtered by a custom condition on Status.
No items	The Dimension has no items yet.
An error code such as `#DIV/0!`	See Formula errors and warnings.

What you can type into a cell

You type	cfo.ai saves
`1,000`	1000
`$1,250.75` or `1,250.75 €`	1250.75, and shows the cell as Currency
`50%`	0.5, and shows the cell as Percentage
`(500)`	-500
`-`	0
`1e3`	1000
`=Revenue * 1.1`, or `Revenue * 1.1` in a number cell	The formula `Revenue * 1.1`
`Finance assistant`, `N/A`, or `2026-01-01` in a text cell	That text
`=Level * 2` in a text cell	The formula `Level * 2`
A function call such as `if(Level = "L5", "Senior", "Junior")` in a text cell	That formula, without an `=`

Recognized currency signs, before or after the number: $, €, £, ¥, ₹, A$, C$, and NZ$. A number cannot carry both a currency sign and %. A pasted cell follows the same rules, and a formula copied from a cfo.ai table pastes as that formula. ⌘ Shift V pastes values only.

Where to open the formula editor

Where	The formula covers
Double-click a cell, or select it and press Enter	That cell
Right-click a cell → Edit formula	That cell
A date or item cell → Edit formula	That cell
Edit variable formula (fx) on a row name or column header	The whole row or column
Right-click a row name → Edit formula	The whole row
Right-click a row with a breakdown → Edit formula for [Dimension] or Edit child formula	The items one level down
A Dimension’s label row → Edit formula for [Dimension], or right-click → Default for every [Dimension]	Every item at that level
Right-click a Dimension’s label row → Edit dimension formula	The formula that defines the Dimension’s items
The formula bar	The selected cell

For writing and saving formulas, see Write a formula.

When a change is not saved

A change saves in the background. When cfo.ai refuses it, the cells go back to what they showed and a notice appears. Its title names what you did, and its text says why.

Message	Meaning
Could not save the formula	A value or formula you typed into a cell or a formula editor was not saved. The editor reopens with your entry.
Could not save “[value]“	An item or a date you picked from a cell’s list was not saved.
Could not paste	A paste was not saved.
Could not fill the cells	Dragging the fill handle did not save.
The cells could not be cleared	Pressing Delete or Backspace, or pasting a cut, which clears its source, did not save.
Could not update the parent rows	Choosing Yes at Propagate? did not save. The text can read The formula was saved, but not to the parent rows.
Couldn’t apply that change	A change to the table’s rows or columns was refused. The table goes back to its earlier layout. See Why a layout change was undone.

Why a change was not saved

The text under the notice titles names the reason.

Message	Meaning
These cells come from an integration. Change the value in the source system.	The cells read data imported from a connection, such as a pay rate from your payroll system. Only the source can change them.
These cells don’t all take the same formula. Edit one cell at a time.	The selection spans cells with different formulas, such as Actuals read from an integration and Forecast from a formula.
Each of these cells holds one item. Pick one from the list.	The column shows a Dimension’s items, and the value is not one of them.
The table changed while you were editing. Check the cells, then try again.	A row or column you edited moved or disappeared while you worked.
You can’t edit this table. Ask a page owner for edit access.	You can read the Page but not edit it.
These cells can’t take this change.	cfo.ai refused the change for another reason.
Try again., Check the cells, then try again., Their values are still in place., or Your edit is still open. Try again.	The save failed for no stated reason, such as a lost connection.
Your earlier draft is ready to retry. with Open draft	A formula failed to save after you had opened another editor. Open draft reopens it. If you have moved to another workspace or Scenario, it reads Return to the original workspace and scenario to open this draft.

In an open formula editor, the same reasons appear under the editor after Could not save the formula.

Why a layout change was undone

The text of Couldn’t apply that change:

Message	Meaning
”[A]” and “[B]” are both variables, and a table can only have variables in rows or in columns — not both. We restored your previous table.	Variables went on both axes, including a Variable chosen under Segment by for one item while the other axis holds a Variable. The breakdown is not saved.
”[A]” and “[B]” are both variables, and a row or column can only include one variable. We restored your previous table.	One row or column path held two Variables.
”[Dimension]” is segmenting both rows and columns, and a dimension can only segment one of them. We restored your previous table.	A Dimension broke down both axes.
This change isn’t a valid table setup, so we restored your previous table.	Any other layout cfo.ai cannot calculate.

Other notices

Message	Meaning
A dimension can only segment rows or columns, not both	You chose a Dimension that already breaks down the other axis.
Date can only be added as segmentation	You tried to add Date as a mapping.
Only dimensions can be added as segmentation	You tried to break a row down by a Variable.
Variable or dimension is no longer available	The search result was deleted while the search was open.
Could not create variable / Could not create dimension, with Try again or contact support if the issue persists.	Creating from Add row or Add column failed.
Failed to create variable / Failed to create dimension, with the same text	Creating from another search, such as Segment by, failed.
Something went wrong when trying to create new row	Inserting a row failed.
Item created	An item was added.
Could not create item, Could not create item here, or Something went wrong when trying to create new dimension item	Adding an item failed.
Items cannot be created when a Dimension has conflicting values in the same hierarchy.	The + to create an item is unavailable there.
At least one dimension item must remain visible	You chose Filter out this item on the last item showing.
Couldn’t filter out dimension item / Couldn’t filter out selected dimension items	Filter out this item or Filter selected items failed.
Renamed to “[name]” · updated [N] formulas (and filters, drill-ins, or charts)	A rename also changed the formulas and other settings that use the item.
An item named “[name]” already exists.	The new name is taken.
“[item]” now comes from connected data and can’t be renamed.	The item became an imported item.
Could not rename / Could not rename property	Renaming an item, or a Variable from a column header, failed.
Deleted “[item]” with Undo	An item was deleted. Undo brings it back.
Can’t delete “[item]”: [what uses it]	Something still uses the item.
“[item]” comes from connected data and can’t be deleted.	The item is imported.
“[item]” no longer exists. Refresh the table to see the current items.	Someone else deleted it first.
“[item]” can’t be deleted on its own here.	The item exists only paired with other items.
Could not delete “[item]”	The delete failed for another reason.
Unable to move block to page / Unable to create page	Move to page or its New page failed.
Could not update last close	A change from the LC badge failed.
Failed to delete formula	Delete formula in All Formulas failed.
This segmentation can only have one top-level property	A drop in the Segment by editor that the breakdown cannot hold.

When a table cannot load or calculate, its notices, such as We couldn’t load this table, are listed in Formula errors and warnings.

Why a table looks empty

What you see	Why	What to do
No numbers in any date column	The table’s date range does not cover the periods that hold values. Typing or importing dated values never moves the range.	Change the range with the date range button.
Quarter or year columns show 0	The Variable has no time rollup, which Variables created by hand lack.	Ask Ari to give the Variable a time rollup. See Why a quarterly view shows zeros.
An item missing from a breakdown	An item whose values are all zero or empty across the date range is left out of a breakdown under a Variable. A filter can also hide it.	Set the level to Expand to create all segments with Segment generation, or ask Ari to show empty items on the table. To clear a filter, see Filter and sort a table.
Blank cells for some items only	The formula that fills the row applies to other items, so these read empty.	See How formulas work.

Where each setting is saved

Saved	Settings
With the table, for everyone	Rows, columns, and breakdowns; filters and sorts; hidden rows and columns; the date range and grain; comparisons; Format, Precision, Date format, Background, Text style, and Indent; total column summaries; column widths; pinned columns; Show dimension headers
On the Variable or Dimension, for every table	Values and formulas; the name; the currency; the Date type; Variance colors; Dimension color
In your browser only	Open formula columns; the formula bar; whether the setup panel is open; the table height; Display as; which rows you expanded or collapsed; Show variable name
Not saved	Show total columns; Pin total columns; drill-in rows

Version history does not list changes to column widths or pinned columns.

What a table cannot do

A table cannot	Instead
Hold a comment or note on a cell	Add a Text block beside the table, or ask Ari for a text Variable, such as Notes, on a table that lists records.
Color the cells you type into automatically	They carry a dashed underline. Select them and set a Background.
Sort rows by the numbers in a column	Sort orders items by name. Set a Manual order, or ask Ari to order the items by value.
Show numbers in thousands or millions	Ask Ari for a Variable that divides by 1,000.
Filter or sort dates	Change the date range. Dates always run in date order.
Show two grains on one Date axis, such as quarters and years	Duplicate the table with Duplicate block and give each copy its own grain.
Hold Variables in both the rows and the columns	Keep every Variable on one side.
Show the same Variable or Dimension twice in the columns	Use a second table.
Transpose itself with one button	Ask Ari to flip it, or drag items between Rows and Columns in the setup panel.
Create a text Variable by hand	Ask Ari. By hand, a new Variable holds numbers, and Format → Date makes it a date.
Take new items by hand in a Dimension of numbers, dates, or true-or-false values	Only text Dimensions take new items by hand. For a Dimension of numbers, use Segment generation → Expand to create all segments with a Start Value and End Value.
Hide a row from the grid’s menu	Use the eye button in the table setup panel.
Start a breakdown collapsed for everyone	Which rows are expanded or collapsed is saved only in each person’s browser, so each reader opens or closes rows for themselves.
Lock cells so teammates cannot edit them	Every member of a workspace can edit every Page. To let someone read without editing, share a link; see Sharing and access.
Choose a Variable’s original table	A Variable keeps the table it was created on, until that table is deleted while another table shows it.
Be edited on a phone	Ask the phone’s browser for its desktop site, or use a computer. See Phones and tablets.

To add a chart, ask Ari; the block menu has no chart block. See Create and organize Pages and blocks.

Overview

Using cfo.ai

Formulas

Data

Account

Examples

Table block controls and messages

Table header

Table block settings menu

Table setup panel

Layout section

Formula section

Columns and Rows sections

Controls in the grid

Add rows and columns: the Create or search field

Right-click menus

Variable row or column menu

Dimension item menu

Dimension menu

Cell menu

Menu for several selected rows

Total column header menu

Formula column header menu

Drill-in row and spacer row menus

Removing and deleting

Format and display options

Date formats

Total columns

What colors and marks mean

What you can type into a cell

Where to open the formula editor

When a change is not saved

Why a change was not saved

Why a layout change was undone

Other notices

Why a table looks empty

Where each setting is saved

What a table cannot do

​Table header

​Table block settings menu

​Table setup panel

​Layout section

​Formula section

​Columns and Rows sections

​Controls in the grid

​Add rows and columns: the Create or search field

​Right-click menus

​Variable row or column menu

​Dimension item menu

​Dimension menu

​Cell menu

​Menu for several selected rows

​Total column header menu

​Formula column header menu

​Drill-in row and spacer row menus

​Removing and deleting

​Format and display options

​Date formats

​Total columns

​What colors and marks mean

​What you can type into a cell

​Where to open the formula editor

​When a change is not saved

​Why a change was not saved

​Why a layout change was undone

​Other notices

​Why a table looks empty

​Where each setting is saved

​What a table cannot do

​Related

Table header

Table block settings menu

Table setup panel

Layout section

Formula section

Columns and Rows sections

Controls in the grid

Add rows and columns: the Create or search field

Right-click menus

Variable row or column menu

Dimension item menu

Dimension menu

Cell menu

Menu for several selected rows

Total column header menu

Formula column header menu

Drill-in row and spacer row menus

Removing and deleting

Format and display options

Date formats

Total columns

What colors and marks mean

What you can type into a cell

Where to open the formula editor

When a change is not saved

Why a change was not saved

Why a layout change was undone

Other notices

Why a table looks empty

Where each setting is saved

What a table cannot do

Related