Personalize Dataviews

Learn how to personalize dataviews by using the Refine menu to filter, sort, and group data. You will also learn how to create a chart from the information in the Dataview.

Select each of the tabs to learn more.

To show/hide columns:

You can show or hide the columns in the Dataview by using the following methods:

From the Filter menu

  1. Click Filter to the right of the columns to display the list of columns that are available to show or hide within the Dataview.
  2. Select each column you want to show or select each checked column you want to hide.


The Filter icon displays options for adding and removing columns

To use the refine menu:

Use the Refine menu slider to further sort, filter, group, and perform calculations on the data in the dataview such as summarizing a specific column.

  1. You can use the Refine menu slider on both the List View and Table View.
  2. To open, select Refine icon from the Action bar.
  3. The Refine slider opens on the right to reveal a set of tools to Sort, Filter, Group, or Calculate data.

Sort Columns:

Use Sort to control the order of the data that is displayed in the Dataview.

From the Refine menu slider

  1. Click Sort and the column you want to sort.
  2. Click Sort Ascending, Sort Descending, or No Sort.
  3. Click Apply.
    • The Sort Ascending arrow or Sort Descending arrow appears next to the column name to indicate that the column is sorted in ascending or descending order.
    • If you wish to sort using multiple columns, a number will appear next to the sorted columns to indicate the sort order (example: 1, 2, 3…).

Remove columns from the sort.

  • From the Refine menu slider > Sort tab, select No sort.


The Refine panel displays the Sort tab for steps 1 through 3

Filter

Select the Filter tab to narrow the results in the Dataview to the specific items that you are interested in viewing, such as the number of part-time employees, or the top ten employees with exceptions.

  1. Click Refine > Filter.
  2. Select the column that you want to filter. You can select multiple filters at the same time.
  3. Enter the value for the filter.
  4. Click Done.
  5. Click Apply.

To remove filters

  1. Click Filter on the far-right side of the column headers.
  2. Click Clear all filters.


The Refine Panel displays the Filter tab and steps 1 through 5

Group

Use Group to organize the records that share a specific attribute, such as the same Primary Labor Account.

From the Refine menu slider:

  1. Click Group and the column you want to use for grouping.
  2. Click Apply.
  3. The selected column is hidden, and the unique values contained within the column form groups. If preferred, you can show the column again by selecting Filter on the far-right side of the column headers and checking the column header name.
  4. If you select an additional column to group by, it becomes secondary to the first grouping, and so on, following the order in which they are chosen.
  5. All groups containing duplicate values are contained within their own section header.

To cancel grouping

  1. From the Refine slider, select Group and the column for which you want cancel grouping.
  2. Select No Group.
Exception counts by location showing how to select group by this column selected.

Calculate & Summarize Data

You can apply summarizations to each of the columns in the table. The available summarizations are Count, Sum, Average, Minimum, Maximum, and No Calculate.

  1. In the Refine Slider, select the Calculate tab.
  2. Expand the column header to which you want to apply a calculation.
  3. Select the calculation that you want to apply.
  4. Click Apply.

Dataview with the Refine menu slider open and the Calculate tab selected with Average Wage Rate calculation method selected.

About summarization and grouping

When you group data, and one of the columns has a summarization applied, a sub-total row appears for each group that summarizes the data in that group. For example, if a collection of employees appears in the Wage Rate column, and the Average calculation has been applied, when you group by an employee attribute such as Primary Job, for every unique Primary Job each employee falls into, a sub-total line appears.

Exception counts by location highlighting the summarization field.

Creating Charts from a Dataview

Charts are viewed and created by clicking Charts at the bottom of a Dataview. The data in the chart is derived directly from that Dataview. Once a chart has been created, it is dynamically update to reflect any changes to data in that Dataview. You can select the type of chart such as a Pie chart or a Line graph, and you can specify what metrics and values to display. After creating a chart, it can be added as a tile on your Home page.

 

 

To create a new chart:

  1. From the Dataview selector, select the Dataview for which you want to create a chart.
  2. Select the Charts tab at the bottom of the Dataview.
  3. Click the Add Chart icon  . The Tiles pane opens.
  4. From the Tiles panel. selec the Add Chart icon  . The Create Chart panel opens.








  5. From the Create Chart panel, select the following options:
    1. Select a Chart Type.













    2. Select the Category by which you want to view your data, such as Location.
    3. Select the Metric you want to view such as Weekly Hours.
    4. Select the Values Calculation such as sum or average.


    5. From the Limit Data? section, choose one option:
      • Accept the defaul option of No when you want to view all data in the Dataview in the chart.
      • Select Yes, then select the Range of data to show and the Value.
    6. Enter a Title for your chart.
    7. In the Items to Display area, deselect the boxes next to the data items you don't want to include in your chart. 
    8. Select a set of color themes from the Colors drop-down list.
    9. Select Save.

 

Dataview page displays the Charts tab selected with the Add Chart icon highlighted 
Create Chart panel displays tile options such as type, data, and colors

To add a chart to your Home page:

  1. From your Home page, select the Tile Library icon to open the Tiles panel.
  2. From the Tiles panel, scroll down to view available charts in My Charts.
  3. Select the chart you want to add to your Home page and click Apply.
Home page shows the Tiles panel open with the new chart selected