OrgVue Navigation - Toolbar, Side Panel and Property Pane – OrgVue Portal

There are three areas to the Dataset screen: Toolbar, Property Pane and Side Panel.

1. Toolbar

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
DASHBOARD VIEW: Displays data in the form of various Dashboards	FILTER: is used to find subsets of data, also useful for seeing numbers & percentages
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
CHART VIEW: Bar charts and scatter plots	SELECT LABEL: is used to control which Property the special ‘Label’ Property is set to
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
LINK VIEW: is used to link two datasets together	SHOW LEVELS: is used to limit the maximum organisation depth rendered in the current view
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 : -