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Advice for Users
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Quick Start
Accessing OrgVue
Working with OrgVue
- ★ Best Practice with Lookups: how do I improve data validation using lookups?...
- ★ 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
- ★ OrgVue Navigation - Toolbar, Side Panel and Property Pane
- ★ Home screen - tabs used for dataset organisation
- How do I undo or rollback changes...
- Data management icons on the home page
- Advanced search techniques.....
- Using search (not find)
How Do I ...
Scenario Modelling
Colour
- ★ Colour Palettes
- ★ How do I work with the colour control (colour options: fixed; dimension; measure and passthrough; named colours)
- Registering your custom colour palette at tenant level
- Registering your custom colour palette at dataset level..
- How to access the OrgVue default colour palette script
- How do I create a custom colour palette script
Charts and Dashboards
- How do I work with competencies mapping
- 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 - 2.24
Links and Linking
- Changing RASI Colours (and Characters)
- How do I format data correctly when pasting links into OrgVue - Excel 2016
- Filtering Across Links...
- How to use surveys to populate linked dataset - surveys method...
- How to use surveys to populate linked dataset - webforms method..
- How to work with Roles, Processes and Linking in OrgVue to add value...
Security
- How does cloning work with property permissions
- How do I calculate standardised costs for centralised data management and security (obfuscating sensitive data)
- 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?
Other
- ★ Dual reporting visualisation using pivot tables and look-ups...
- How to order nodes within OrgVue, using standard controls or expressions....
- 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)..
WebForms
Tips and Notes
Working with Properties
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 Images
Working with Filter
Technical
Troubleshooting
- ★ Four key topics for optimising OrgVue performance
- How do I troubleshoot expressions
- Circular References and Circular References Diagnostic Tool (for OrgVue)
- Advanced performance techniques: best practice with expressions.....
- OrgVue problem solving #1: abstracting the problem..
- OrgVue problem solving #2: six simple checks
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?