Notes and actions

Notes and metadata

Add footnotes and a source note when a table's numbers need a caveat, a restatement, or an attribution that shouldn't crowd the column headers themselves.

Region	Segment	Revenue¹	Margin %²
EMEA	Enterprise	$1,234,500	24.5%
APAC	Mid-market	$842,300	18.2%
AMER	Enterprise	$1,560,200	29.1%
LATAM	SMB	$398,100	12.7%

Includes one-time renewal credits.
Calculated on net revenue after discounts.

Source: finance_mart.rep_scorecard, refreshed daily

What you can do

footnotes is an array of up to 50 entries, each requiring text; mark sets the marker manually, and an omitted mark auto-numbers footnotes ¹, ², ³ in the order they appear.
where.column attaches a footnote’s mark to a column’s header by field name; where.header attaches it by the header’s literal label text instead.
footnotes[].text and sourceNote are sanitized markdown, so they can carry basic emphasis and links but not raw HTML.
sourceNote is one string rendered below the table, typically attribution or a caveat about the data.
metadataSource names the fully-qualified table or view a warehouse_comment header source pulls its COMMENT text from.
A TableColumn.headerSource of warehouse_comment fetches that column’s header from the warehouse COMMENT at view time and never persists it into the spec; description instead sets a fixed tooltip text on the column.

Set on TableSpec (footnotes, sourceNote, metadataSource) and per TableColumn (headerSource, description) on a table panel; no chart:* panel has footnotes or a metadata source.

Spec

View spec

{
  "id": "rep-performance-table",
  "type": "table",
  "title": "Rep performance",
  "data": {
    "rows": [
      {
        "rep": "A. Chen",
        "quota": 500000,
        "attainment": 92,
        "region": "West"
      },
      {
        "rep": "B. Ortiz",
        "quota": 450000,
        "attainment": 88,
        "region": "East"
      }
    ]
  },
  "spec": {
    "columns": [
      {
        "field": "rep",
        "label": "Rep",
        "description": "Sales rep of record for the account."
      },
      {
        "field": "quota",
        "label": "Quota",
        "headerSource": "warehouse_comment",
        "format": {
          "type": "currency",
          "currency": "USD",
          "compact": true
        },
        "align": "right"
      },
      {
        "field": "attainment",
        "label": "Attainment",
        "format": {
          "type": "percentage"
        },
        "align": "right"
      },
      {
        "field": "region",
        "label": "Region"
      }
    ],
    "footnotes": [
      {
        "text": "Restated after the Q3 close.",
        "mark": "*",
        "where": {
          "column": "attainment"
        }
      },
      {
        "text": "West includes the newly merged Southwest territory.",
        "where": {
          "header": "Region"
        }
      }
    ],
    "sourceNote": "Source: sales.rep_performance, refreshed nightly at 02:00 UTC.",
    "metadataSource": "analytics.sales.rep_performance"
  }
}

The first footnote sets an explicit mark and targets attainment by where.column; the second omits mark (so it auto-numbers) and targets the "Region" header by where.header. quota’s headerSource pulls its label from the warehouse COMMENT on metadataSource at view time; rep’s description is a fixed tooltip instead.

Try it live

Open the rich-tables template in the Builder

Open the rich-tables template, page p3-structure, panel p3-grouped for three footnotes and a sourceNote alongside grouping and subtotals.

Build it in dvt

Every table capability on this site is a few lines of the same declarative JSON spec. Read the full spec format, or connect an AI agent to your warehouse and build one live in the quickstart.

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