Working with subsets of your data in OrgVue: viewing via filtering, paging and expanding to level

One powerful feature of OrgVue is its ability to tailor which parts of your dataset you view at a time.

 

There are three main ways to do this and knowing the differences between them is a great time saver when investigating and producing reports on a subset of your data.

Filtering



•    From any view, you can open a Filter Control window by clicking the ‘Filter’ icon in the Toolbar.
•    The filter control allows you to select a subset of your data based on the values of any property or metadata property.
•    For example you could choose to show just the finance department or only the nodes which are ‘leafs’



•    To apply a filter select the group that you want to view so that the box turns blue, in this case all employees in Manchester.
•    Press the ‘Apply Filter’ filter button to update your view in the OrgVue workspace.




•    Multiple filters can be applied at one time to further narrow down your dataset view. So you could select all the males who work in Manchester, and keep adding layers as you wish. This works in an ‘AND’ fashion i.e. the nodes displayed must be male AND work in Manchester, not just one or the other.

Pagination

•    Pagination is useful when you want to be able to compare different subsets of the data, for example you could scroll through all the departments in the organisation to view the salary costs for each one.
•    Like the filter control it can be used in any view.


 
•    To paginate by a property click the pencil icon next to ‘Pages’ on the side bar, this brings up a dialogue where you select properties for pagination.



•    Cycle through the different Pages using the left and right arrows under the Pages Panel and see the effects on the visuals. Similarly to the filter control you can paginate by multiple properties at a time. E.g. Here “Area: Head Office” and “Depth: 2” will display the results for Depth 2 in Head Office.
•    When exporting reports you can ‘Auto Paginate’ – each page will appear on a new slide in PowerPoint or as a new page in a PDF.

Expand to level

•    Often with a large dataset the tree view will seemingly not show very much on first sight, because of the sheer volume of data that is being attempted to be displayed, however, if you are only interested in the top few levels of the organisation there is a quick way to get a more meaningful visualisation.

 



•    Use the ‘expand to level’ drop down list to select which level of the organisation you want to truncate the tree at. E.g. selecting level 3 will show all the nodes in levels 1, 2 and 3 of the organisation.





•    Example: using this in conjunction with rolled up scale card can give a high level view of how costs are distributed between teams in the organisation.

This article was authored by Miranda Copps from the OrgVue consulting team

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