Data sheet

ÔĽŅ

The data sheet displays all of the same information as the org chart, but in a tabular format. Use this module to create and save custom tabular views.

Document image

Figure 1: Welcome to the data sheet.

Data views

As you build out data sheets, you can select columns to display different fields. Once you have set custom fields, you will want to save the fields set so you can reference them at a later date.

Locking in your data sheet configuration is where the views toolbar comes in handy. You can save each designed spreadsheet as a view with a custom name.

Document image

Figure 2: Pick from a pre-configured view, or save a new one.

Choosing columns

The choose columns button is one of the most powerful tools within the data sheet. This functionality allows you to select custom fields and bundles within your organization for use as a compilation of data sets to manage your organization with precision.

To select desired columns, click the green choose columns button.

Document image

Figure 3: Choose columns to configure the ideal data sheet for your given task.

To adjust the display order of your columns, drag and drop the column titles in the Choose Columns Modal, or select the column you want to move in the data sheet and slide to its desired position.

Filtering

With your Columns selected, you now have a data-sheet built out that displays information specific to Jobs, People In Jobs, Open Roles, and People. If you want to narrow down your view to specific columns for comparisons, this is where the Filtering Tool comes in. By enabling a Filter (or multiple filters), you can filter or exclude rows of data. 

ChartHop's Data Sheet serves as a powerful "source of truth" for all the job and people data within your organization. This view gives you the ability to compile data with customizable columns to view relevant information for all of your planning needs. Each time you click into the data sheet, the default view will be a blank Data Explorer, which will not have any saved columns. This guide will serve as a helpful "how-to" on saving created views for easy access.

Saving a view

Now that we have our desired columns on display in Data Sheets, we're ready to save the view. To do this, navigate your cursor to the Data Explorer tab and hover. You will see a drop-down menu that gives you the option to Save as New View or Clear. Select Save as New View.

After clicking, you will see a new tab open up that requires naming. Type your desired label and hit Enter.

Sharing views

Sharing saved views can be a vital way to streamline planning processes internally. To share a view, hover your cursor over the desired view tab and select Share from the drop-down menu. 

Document image

Figure 4: Share a data sheet view with other users.

Duplicating views

If you need to add additional fields to a view but do not want to change your current view, you can duplicate. Hover over the view tab and select Duplicate. Type a name for your desired new view and proceed with adding column changes.