Worksheet Slide

The default slide shown when creating any new pack

When first opened it will contain a column with the dataset label property displayed and in Hierarchy mode, where the nodes are also displayed in hierarchy order

There are options for adding properties:

1. Columns
2. Rows
3. Show Column Totals

With these options, you have control over the Properties that are displayed and the data that is shown for each Property

Once properties have been added and / or cell values edited the worksheet will have a number of visual elements to highlight certain property types or changes

It contains:

1. Columns may be added using the Add Property control on the Right-hand Panel
2. Rows may be added using the Add Row Property button
3. Column totals may be added using the Show Column Totals checkbox
4. The add property button shown when hovering between columns can also be used to add additional properties into the worksheet at the selected location
5. The Label Property is the first column and automatically present on the worksheet
6. The Info icon will be shown in the column header when hovering the cursor. Selecting this icon will display a pop up window providing further detail on the property
7. Aggregate measures will display with the selected aggregate method label in the column header but this may be hidden if required
8. Pack Properties will be shown with the settings cog to enable the saved expression to be edited
9. Read Only properties will display with columns greyed out
10. Worksheet Columns Menu
11. Active cell will be shown highlighted with blue cell border
12. Updated cell value
13. Deleted cell value
14. New cell value

Add Column Property

Additional properties can be displayed on the worksheet by using the Add Property button and following these steps

1. Select the Add Property button
2. Use the property selector to scroll or search for required properties and select them
3. Properties will appear as columns on worksheet in the order they are added
4. Added properties also confirmed on slide panel

or

Use the Add Column button on the worksheet to insert a column property between the selected properties

Add aggregate property

You can also add automated roll-up calculations (aggregate) to property columns that display the aggregate of the property for descendants using the aggregate selection menu that opens from the property selection panel

For measure properties you can choose from the following options:

• Average (AVG) The average of the current data grouping
• Sum (SUM) The sum of the current data grouping
• Minimum (MIN) The lowest value in the current data grouping
• Maximum (MAX) The highest value in the current data grouping
• Range (RNG) The delta value between min and max in the current data grouping
• Count (CNT) The count of non-blank nodes in the current data grouping
• Bucket Count (CNTD) Provides a distinct count of property values for nodes in the current data grouping

For dimension properties the options are limited to:

• Count (CNT) The count of non-blank nodes in the current data grouping
• Bucket Count (CNTD) Provides a distinct count of property values for nodes in the current data grouping

tip

When adding Aggregate properties to a worksheet the values presented will be dynamically updated as a result of the currently applied data grouping e.g. hierarchical, filters or row properties
This means that any Aggregate properties are always evaluated post filter

Hide Show Aggregate Label

When adding an aggregated property to a worksheet the aggregation method is automatically shown in the column header. You can choose to hide this aggregation label if you prefer by selecting the option in the Columns Menu

Any aggregation labels previously hidden can be shown be selecting the option in the Columns Menu again

Worksheet columns menu

Selecting the 3 dots (more options) menu in the heading cell of a property will open an additional menu

There are a number of options available, depending on the property you select

You can:

1. Manage Property
2. Bars and Heatmap
3. Sort by
4. Auto resize
5. Move column
6. Remove column
7. Hide Aggregate

info

Bars and Heatmap's are available on measure properties only

Autosize Columns

The Autosize function can be applied to either one column or all columns

• Autosize This Column: adjusts visible width of a specific column to autofit contents
• Autosize All Columns: adjusts visible width of all columns to autofit contents

Sort by

The Sort function applies a sort to the selected column with the option of either:

1. Ascending: Sorts properties in ascending value e.g. A-Z, 1-10
2. Descending: Sorts properties in descending value e.g. Z-A, 10-1
3. Add to sort ascending
4. Add to sort descending
5. Remove from sort
6. Reset all sorting

Sort-By Then-By

It is possible to Sort Columns in a Worksheet sequentially so that the Worksheet is sorted by one column property then by a second column and then a third and so on

Sort the first column as required using either the sort menu or left clicking in the header

The add the next column to be sorted by either CTRL + Click the column header or select Add to sort from the column menu

Add further column sorts if required by repeating the steps

The order in which columns are shown on worksheet determines the sort order

tip

Use CMD + Click for Mac keyboard shortcut

Bars and Heatmap Options

It is also possible to add visualizations for measure properties within Worksheet cells as:

• A. Bars
• B. Heatmap
• C Bars and Heatmap

Bars

Select the Bars menu option to re-render the column so that all cells contain not only the numerical value for each row, but also an accompanying Bar visualization, sized relative to other rows within the column

Heatmap

Selecting the Heatmap menu option will apply a heat map color palette to all cells within the selected column

Bars and Heatmap

Selecting Bars and Heatmap is similar to having selected only Bars but with the addition of the Heatmap color palette being applied to the bars

info

Bar and Heatmap visualizations within the Worksheet use a pre-defined color palette which is not user defined, and therefore not editable via the standard color controls of the application

Bars and Heatmap when displayed with Row Properties will be shown on the aggregated rows only and not individual nodes

Add Row Properties

Selecting the Add Property function in the Rows section of the slide panel allows you to select the property you wish to group your data by

1. By default, all rows will be shown collapsed under the selected Grouped by property
2. With your data grouped by the selected property, any columns added as standard properties will only be visible with rows expanded
3. Individual groups may be expanded to view nodes within the row categories
4. Using the level control it is possible to expand all rows
5. The label column will update to reflect row property selected

In this example, data is grouped by Department, with the current salary property added as multiple aggregate measures

When adding Row properties the label column will automatically update to reflect the chosen row properties

Show Column Totals

Only available when at least one Aggregate Property and a Row property are added to your worksheet

Selecting the Show Column Totals checkbox will add a total row to the top of your worksheet

Depending on the aggregate measure displayed in the column the total row will show different values

• Average (AVG) The average of the current data grouping
• Sum (SUM) The sum of the current data grouping
• Minimum (MIN) The lowest value in the current data grouping
• Maximum (MAX) The highest value in the current data grouping
• Range (RNG) The delta value between min and max in the current data grouping
• Count (CNT) The count of non-blank nodes in the current data grouping
• Bucket Count (CNTD) Provides a distinct count of property values for nodes in the current data grouping

For dimension properties the options are limited to:

• Count (CNT) The count of non-blank nodes in the current data grouping
• Bucket Count (CNTD) Provides a distinct count of property values for nodes in the current data grouping

tip

When adding Column Totals to a worksheet the values presented will be dynamically updated as a result of the currently applied data grouping e.g. filters or paging
This means that any Aggregate properties are always evaluated post filter

Move Column

Columns on a worksheet can be moved in multiple ways

1. Drag and Drop the column headers
2. Use the Move Column option in the Column Menu
3. Drag and Drop the property cards in the Right Hand Panel

Remove Column

Columns on a worksheet can be removed by either

1. Selecting the Remove Column option in the Column Menu
2. Selecting the X on the property cards in the Right Hand Panel

Export Worksheet Contents

It is possible to export the content of the worksheet with properties exported in the same order as they are displayed by:

1. the Export Canvas Contents button and selecting CSV as the export format

Editing Worksheet Cells

Cell values on a worksheet may be edited by:

1. Selecting the required cell to make it active
2. Type the new cell value
3. Press Enter to update

Editing Multiple Cells to Same Value

You can select multiple cells within a worksheet column and apply a new value to them all in one operation by:

1. CTRL + Click to select multiple cells
2. Shift + Click to select a range of cells
3. CTRL + Enter to activate cell to edit
4. Enter new value
5. CTRL + Enter to apply value to all selected cells

Editing Multiple Cells to Different values

You can select multiple cells within a worksheet column and apply a new value to each one individually by:

1. CTRL + Click to select multiple cells
2. Shift + Click to select a range of cells
3. Press Enter to activate a cell to edit
4. Enter new value
5. Press Enter to apply value to cell and activate next cell

Drag to Edit Cells

Cell values on a worksheet can be dragged up or down within a column to apply values to adjacent cells

Auto Suggest Text Values

When editing text values using the Worksheet Orgvue will automatically suggest values as you type based on the other values in that property

When you see a suggestion you want to use press Tab or Enter to confirm and Orgvue will complete the value for you

tip

The auto suggested text values may be overridden by typing the required values and then ALT + Enter (CMD + Enter on Mac) to confirm the entered text

Navigating between cells

• A. To navigate between cells the mouse or keyboard arrow keys may be used
• B. To confirm an entered value use the enter / return key

Editing Dates

When editing date values either on the Editable Worksheet or the Data Tab a calendar will be displayed to identify and select dates and therefore ensure they are entered in the correct format

Data type validation

When entering or editing data into number, date and Boolean fields Orgvue will prevent the entry of an incorrect data types

Worksheet Keyboard Shortcuts

To make it easier when editing data on the Worksheet a number of keyboard shortcuts exist that are listed in the table below

Shortcut	Action
Enter	Submit value and move to next cell down
Shift + Enter	Submit value and move to next cell up
Tab	Submit value and move to next cell right
Shift + Tab	Submit value and move to next cell left
Del	Clears the cell
CTRL + Enter	Submit value to all selected cells