There are three areas to the Dataset screen: Toolbar, Property Pane and Side Panel.
1. Toolbar
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WORKSHEET VIEW: Data as a grid/list and where data is pasted in from Excel or entered directly |
PAUSE/ GO: pause or play updates of data & charts after changes have been made |
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DASHBOARD VIEW: Displays data in the form of various Dashboards |
FILTER: is used to find subsets of data, also useful for seeing numbers & percentages |
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TREE VIEW: Displays data in the form of trees in different layouts e.g. org charts |
CALCULATE DELTA: is used to make comparisons between two datasets |
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CHART VIEW: Bar charts and scatter plots |
SELECT LABEL: is used to control which Property the special ‘Label’ Property is set to |
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PIVOT VIEW: Similar to pivot tables in Excel, useful for cross-checking & validating data |
PARENT BY: is used to control which Property stores the information through which OrgVue renders hierarchies for the current dataset |
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LINK VIEW: is used to link two datasets together |
SHOW LEVELS: is used to limit the maximum organisation depth rendered in the current view |
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REFRESH: refreshes the data (re-draws the current View) |
LAYOUT: is used to switch between Flat and hierarchical view (Tree view) of the dataset |
2. Property Pane
Using the icons on the collapsed Property Pane, you can add, delete and undelete the nodes, revert the changes made and copy the data out from the visuals.
Opening up the Property Pane lets you manage the properties in the dataset, and edit property values for a selected node. Clicking on that area when the Property Pane is open will close it.
3. Side Panel
The side panel appears in every view and provides access to powerful features. You can open up the Side Panel by clicking on the arrow which appears top right on the OrgVue screen : -
The features vary based on content i.e. dependent on the view icon selected from the toolbar:
- Worksheet View
- Dashboard View
- Tree View
- Chart View
- Pivot View
- Link View
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