# Setting Up Tables

Source: https://www.digiparser.com/docs/guides/fields-and-tables/working-with-tables/setting-up-tables

Fields & TablesWorking with Tables

# Setting Up Tables

Configure tables for repeating data like line items

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# [Setting Up Tables](#setting-up-tables)

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**Tables** let you extract **repeating rows** of data from your documents--for example, line items on an invoice, transactions on a bank statement, or expenses on an expense report. Each row has the same columns (e.g. Description, Quantity, Unit Price, Total).

## [When to use a table](#when-to-use-a-table)

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Use a **table** when your documents have:

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*   **Multiple rows** with the same kind of information (e.g. many line items, many transactions).
*   **Columns** that repeat for each row (e.g. Description, Quantity, Unit Price, Total for each item).

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Use **plain fields** when you have **single values** per document (e.g. one Invoice Number, one Total Amount).

## [How to add a table](#how-to-add-a-table)

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1.  Go to **Settings -> Fields & Tables** (or **Fields & Tables** in the parser sidebar).
2.  Click **Add new field or table**.
3.  Enter a **name** for the table (e.g. "Line Items", "Transactions", "Expenses").
4.  Set the **type** to **Table**.
5.  Click **Add table column** to add columns. For each column:
    *   Enter a **name** (e.g. "Description", "Quantity", "Unit Price", "Total").
    *   Choose a **type** (Plain text, Number, Date, etc.).
    *   Optionally add an **AI Description** or turn **Enable AI extraction** on/off.
6.  Add as many columns as you need. You can **reorder** them by dragging.
7.  Click **Save Fields** when done.

app.digiparser.com![Table with columns](/docs/_next/static/media/line-items-table-fullscreen.395adca1.png)

## [Example: Invoice line items](#example-invoice-line-items)

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A typical **Line Items** table might have:

Column

Type

Example use

Description

Plain text

Item name or description

Quantity

Number

Quantity ordered

Unit Price

Number

Price per unit

Total

Number

Line total (Quantity x Unit Price)

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You can add or remove columns to match your documents (e.g. SKU, Tax, Discount).

## [Example: Bank statement transactions](#example-bank-statement-transactions)

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A **Transactions** table might have:

Column

Type

Example use

Date

Date

Transaction date

Description

Plain text

Memo or description

Amount

Number

Debit or credit amount

Balance

Number

Running balance (if shown)

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Adjust columns to match your bank statement layout.

## [Reordering columns](#reordering-columns)

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You can **reorder** table columns by dragging them. The order in **Fields & Tables** is the order used during extraction and in the data table. Put the most important columns first if that helps your workflow.

## [Editing or deleting table columns](#editing-or-deleting-table-columns)

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*   **Edit**: Click the column, change the name, type, or other options, then click **Save Fields**.
*   **Delete**: Use the delete (trash) button on that column, then **Save Fields**. The column is removed from the schema. Existing extracted data for that column is not deleted, but it may no longer appear in the default view or exports.

## [Tips](#tips)

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*   **Match your documents**: Use column names and types that match what appears in your documents (e.g. "Unit Price" not "Price 1").
*   **Keep it simple at first**: Start with a few key columns, then add more if needed.
*   **Use clear structure**: Documents with clear headers and consistent layout extract better. See [Table Extraction Tips](/docs/guides/fields-and-tables/working-with-tables/table-extraction-tips).

## [Next steps](#next-steps)

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*   [Table Extraction Tips](/docs/guides/fields-and-tables/working-with-tables/table-extraction-tips) - Get better results from table extraction.
*   [Add/Edit Fields](/docs/guides/fields-and-tables/field-setup/add-edit-fields) - Add or edit fields and tables.
*   [Field Types Explained](/docs/guides/fields-and-tables/field-setup/field-types-explained) - Choose the right type for each column.

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Required Fields

Mark fields as required for extraction

](/docs/guides/fields-and-tables/field-setup/required-fields)[

Table Extraction Tips

Tips for better table extraction from documents

](/docs/guides/fields-and-tables/working-with-tables/table-extraction-tips)