Data Sheet

the data sheet 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 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 navigating the data sheet when you start viewing the data sheet you are in the unsaved "data sheet" view as you docid\ xtd4dg4i 4 nmwjfesq0s , docid\ xtd4dg4i 4 nmwjfesq0s , docid\ xtd4dg4i 4 nmwjfesq0s , you will create the exact view of the data that you need you data is protected at the field (column) level by the docid 9se1t9bgi6p5cg3ixvsx8 assigned to the field, the viewer's positition in the organization and by their specific docid\ zernfu32jbqjfbn67l fe most data in charthop time tracked so you will see a time selection and slider at the top of the data sheet this will show you what date you are viewing the data as of actions above the data sheet on the right side, you will see a row of icons these options are docid\ xtd4dg4i 4 nmwjfesq0s (circular arrow icon) edit mode (pencil icon) only shown if you can edit data select & manage columns (column icon) add open job (plus icon) only shown if you have access to do this export and sync (download icon) copy all data & headers export to csv sync to excel/sheets filtering data refine what jobs or people are displayed by applying a filter to the data more information about filtering can be found in docid\ qi3yzuy 2ldfbgtp4tlj5 columns adding & removing columns you can quickly add a new column by clicking the ➕ in the last column header or any column header click the column header to and click "hide column" to remove it from the data sheet view you can also use the select columns button located above the data sheet and dialog to add, remove and reorder columns as well to retain the columns that you added to to the data sheet, docid\ xtd4dg4i 4 nmwjfesq0s give it a name and share it with others calculated columns calculated columns are like a formula in a spreadsheet that is applied to the whole column you can add any calculation to your sheet by click the "+" column click add calcualted column add the formula and a column label this column can be saved as a docid\ xnd9irlwshfcexmwwksba field or can just exist within the context of the sheet sorting columns click the column header then select "sort ascending" or "sort descending" to sort a column sorting columns column details hover over a header to view information about the field in the colum including type (icon) name field code sensitivity description summary with a breakdown of percentages for certain types of fields data views save and restore saving a data sheet view to save a data sheet view (columns, filters and time selection) rollover the " data sheet" tab at the top of the data sheet select save as new view give the view a name share the view with others restore the data sheet the home "data sheet" can be reset to clear all columns, filters, and dates back to the default normally they are retained from session to session across time taking action on a person or job there are various ways to edit data on the data sheet you can use the docid\ xtd4dg4i 4 nmwjfesq0s , copy & paste within the data sheet, copy & paste from a spreadsheet, bulk edit action menu to access the actions like edit job, edit person or terminate, you can either click on the action button (button with three dots) right click on the row click on the expand button (button with diagnal opposing arrows) and select actions from the buttons on the side panel the docid\ xoullp5onvwtlogoi9ses or docid\ ukwikyhmlemaqod7qlppc will allow you to pull up a dialog for you to edit from edit a cell to edit a cell in the data sheet, either double click on a cell you wish to edit click the edit button (pencil icon) in the top right once you are done making edits, click save and review changes copy + paste copy & paste within charthop — select then copy any cell or cells, paste it onto other data that you have access to edit and the changes will be staged paste into charthop — copy data from another spreadsheet then paste it into the data sheet if the cells are editable for you and the values are valid, it will paste in then you can adjust or save the changes copy from charthop — select then copy any content, paste it onto a spreadsheet like excel or google sheets ✨ magic copy entire data sheet — to copy all of the data and headers, use the export menu at the top right of the data sheet and select copy all data & headers bulk edit to edit more than one person or job at a time, select multiple rows and right click on the selected rows and select bulk edit exporting select the download icon in the top right corner of the data sheet to bring up the export options copy all data & headers this option will copy the entire data sheet to clipboard including headers this data can then be pasted into a spreadsheet or another system note this is not recommended for very large data sets export to csv download a csv of the data you will be presented with a few options for what format the data can come in syncing data charthop data sheets can be live synced to a spreadsheet or excel file see more at docid\ tqp 4z9cxqdaqswirlkgi https //www charthop com/pricing/ basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris