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Advice for Users
Latest Release
Quick Start
Working with OrgVue
- ★ Quick Start - introductory notes for OrgVue tenant administrators
- ★ How do I export to Excel (and what options are available)
- ★ Quick Start - optimal OrgVue performance in browsers
- ★ Add a Property and Property updates (basic and advanced)
- ★ Identifying, understanding and resolving OrgVue warnings after import
- How to work with merging documents into datasets in Orgvue (Paste and Merge)
User Interface Tour
- ★ Quick Start- initial access and orientation
- ★ Working with subsets of your data in OrgVue: viewing via filtering, paging and expanding to level
- How do I undo or rollback changes
- Dataset screen - side panel
- Data management icons on the home page
- Home screen - tabs used for dataset organisation
How Do I ...
Links and Linking
Scenario Modelling
Other
- ★ Dual reporting visualisation using pivot tables and look-ups
- How do I change order of nodes within a level
- How do I track changing reporting lines in order to tell which people what has changed in their reporting lines (Changes Report in Practice)
- How do I convert from Tree by Level to Tree by ID?
- How do I use and reuse pinned (saved) views of data for reporting
- How to use Delta reporting (showing the As Is and To Be Status for the same metrics in one report)
Security
- How do I calculate standardised costs for centralised data management and security (obfuscating sensitive data)
- How do I add users and roles (user management in OrgVue)
- How do I manage complex dataset and property permissions (RBAC)?
- How do I manage user dataset access using roles (RBAC)?
- How can I load 10,000 people and give everyone a view?
Colour
- ★ How do I create a custom colour palette (quick version)
- How do I work with the colour control (colour options: fixed; dimension; measure and passthrough; named colours))
- How do I add a custom palette to OrgVue (detailed version)
- How do I colour using a lookup dataset
- How do I use expressions (Gizmo) to manage colour in properties?
Charts and Dashboards
- How do I name, save and print reports using snapshot
- How do I prevent card overlap in balloon growth view?
- How do I use long values for balloons in scaled view?
- Implementing dotted (multiple) reporting lines
- Adding display icons to process dashboard
- Dual Reporting Lines Using Team View Dashboard
WebForms
Tips and Notes
Solving Common Data Problems
- #1 How can I accurately capture complicated reporting lines?
- #2 How can I clean and validate line manager data most effectively?
- #3 How can I analyse spans and layers in a way that actually drives value?
- #4 How can I track changes to my Organisation over time?
- #5 How can I store data with duplicated ID numbers?
- #6 What should I look out for when assessing and improving my data quality?
Working with Charts
Working with Filter
Working with Properties
Working with Images
Technical
Release Notes
Expressions
Customer-Derived
- Resolving case sensitivity in expressions (lookups)
- Maximum interactive nodes - card view: why do I only see icons not cards?
- Why is my filter control showing only 10,000 records ?
- Maximum number of nodes that can be uploaded?
- Node visibility problem - why are no data labels shown?
- Why Is My Paging Combination Not Working?
Troubleshooting
- ★ Four key topics for optimising OrgVue performance
- How do I troubleshoot expressions
- Circular References and Circular References Diagnostic Tool (for OrgVue)
- Best practice for OrgVue optimisation with properties and expressions
- Advanced performance techniques: best practice with expressions
- OrgVue problem solving #3: not seeing what you expected?