15min

Data Sheet

The Data Sheet page provides a list view of your organization, which is helpful when you need to customize how you see your organization's data or edit the data for multiple employees at once.

You can use the Data Sheet as a powerful "source of truth" for all the job and people data within your organization. This page gives you the ability to create a customized view of your data for all of your planning needs. You can control what data displays on the page by customizing the columns you need and sorting by a particular column. You can also use filters to refine which employees and jobs are included in the list.

The fields visible on this page are dependent on your permissions. For example, even though all employees in your organization can use this page,

Select the Data Sheet icon from the left sidebar to view the Data Sheet.

Data Sheet
Data Sheet

Customizing the Data Sheet page

You can refine the Data Sheet page to display only the data you need. The page displays the default Data Explorer view with a few fields used as columns an no filters applied

The Data Sheet includes the following built-in views that you can select from the top of the page:

  • The Data Explorer view includes all people in your organization and the following fields as columns: Name, Job Title, Manager and Department.
  • The People view includes all people in your organization and the same fields as columns as the Data Explorer with additional columns that display team and location.
  • The Open Roles view displays all open roles and includes a complete set of recruiting and hiring fields as columns.

Customize the number of columns to display

You can customize which fields are used as columns in the Data Sheet page. 

Select columns to include fields in your Data Sheet
Select columns to include fields in your Data Sheet
  1. On the Data Sheet page, select Select Columns.
  2. In the Select Columns dialog, select or clear the corresponding check box next to each field you want to display in the list.
  3. Reorder the columns by dragging the fields in the Column order list.
  4. Optionally, select the X to delete a column you don't want to use.
  5. Select Apply to save your changes.

Filtering the Data Sheet

As most pages in ChartHop, you can filter the data displayed on the Data Sheet page. With filtering, you can choose to see only those people and/or jobs in your organization that you are interested in. For example, you can filter by employeement status and particular changes like departing employees.

ChartHop filtering also allows you to create complex filters based on your organization structure as well as most field data. For example, you can filter on all managers that have at least two direct reports.

Use Field rules to refine your data to only those employees or jobs that meet certain criteria, like filtering the list for all employees that have birthdays in June.

Advanced users can learn how to use ChartHop's Carrot query language to build filtering queries. Learn more.

Filter your Data Sheet view
Filter your Data Sheet view

Exporting data

You can export data to a spreadsheet or a PDF file.

If you want to view live data outside of ChartHop, you can synchronize a Data Sheet view with Microsoft Excel or Google Sheets file. Learn more.

Export to a CSV

You can export your data to CSV format, which allows you to view it in spreadsheet tools, such as Microsoft Excel.

If your exported data includes non-English characters or foreign phone numbers, you can adjust these settings after you save your CSV to Excel format. See the Microsoft Excel documentation for information about how to format cells. Remember that you may need to change the language as well.

  1. Select the Data Sheet icon in the left sidebar to view the Data Sheet page.
  2. Customize or filter the data you want to export by adding columns or using filters.
  3. Select Export CSV.
  4. Select Export.