Importing data to create and save new datasets in OrgVue is as simple as copy and paste. In addition to this, there are some 'Save As' options available which you may not be aware of, that can help to make the process of creating datasets more efficient.
This article will cover:
- How to create and save a new dataset
- Creating a new dataset from a template
- Creating a Save As dataset
- Options for creating a customised Save As dataset
To add a new dataset, select the People tab (on the right) once you have logged in, and then click on the '+' icon, which is located in the top right hand corner:
Once you have opened a new OrgVue worksheet, navigate to Excel and select all of the data that you want to paste in - you can select all rows and columns using Ctrl+A and then copy the selected data with Ctrl+C.
To paste the data into OrgVue, return to your worksheet and click 'Paste', top right:
This pop-up will then appear, at which point you can Ctrl+V to paste your data into OrgVue.
You will be offered the options to paste by Flat Data, Tree (by IDs) or Tree (by Levels). To see your data as a hierarchy select 'Tree (by IDs)' and then select the Label, ID and Parent ID from the dropdown options, before hitting 'Apply.
Remember to click the 'Save' icon top right (which will be highlighted a golden colour):
Create New from Template
You can also create a new dataset using a template from an existing dataset in your tenant:
Once you have clicked the 'Add from template' icon, you will see a dialogue box offering the option to select a template from your other datasets:
This allows you to create multiple datasets from the same data, without having to continuously paste it in. You will need to have tagged your datasets with 'template' in order for them to show up in this list.
Remember to rename your new dataset, top left, and then click save.
The two examples of how to Create New and Create New from Template highlight how to save your work, however, there is also an option to Save As, which allows you to save a copy of an existing dataset.
The Save As option allows you to drill down into a specific section of your dataset and select which properties and records should be included, whilst maintaining the overall structure of the organisation.
To Save As when you are in a dataset, click on the icon, which is located top right of the screen, next to the Save button:
Once you have clicked the Save As icon, complete the pop-up dialogue by entering a name for your new dataset. By default, entering a name and hitting Save creates an exact copy of the entire dataset with all original properties saved, even if not currently selected in the side panel and displayed on screen.
Your options for Saving As include:
Filtered - this allows you to save a filtered view of your current dataset based on your selections in the filter control.
Preserve Ghosts - ghost nodes are not included in your filter but they are required to maintain the hierarchy structure of your data. When creating a Save As dataset based on filters, selecting this option retains these (greyed-out) nodes in your filtered subset and therefore the correct and complete hierarchy of your organisation, without including them in the overall count.
Include Links - retain the values between your baseline dataset and linked datasets in your Saved As copy.
Selected Properties - once saved, the new dataset only contains the selected properties ticked in the side panel (to the right of your worksheet) and the default generated properties from your original dataset.
Create Branch - use branching as a way to model changes by saving a filtered version of your baseline dataset (trunk) to create a holding ground for changes.
You can learn more about how to create a Save As dataset with selected properties in our tutorial video.