Datasets

When viewing datasets on the homescreen the different dataset types that you have loaded are indicated by the badge shown in the top left corner of the dataset card and the color bar on the left of each dataset

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Dataset Card Menu

Selecting the ellipsis menu on a dataset card will open a menu with four options

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  1. Preview
  2. Create View
  3. Create Draft
  4. Edit

Dataset Types

The dataset types available to you may differ depending on your tenant setup but may include the types shown below

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Buttons shown on the bottom left of any applicable datasets allow you to access additional dataset options connected to the main dataset

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These include the ability to access any views & drafts

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To view a video on the difference between people and positions datasets click the thumbnail to open the video in a new browser tab

Dataset

Branches

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Branches are a legacy type of dataset only available in a previous version of Orgvue

Any branch that is opened will be saved as a Draft see Converting a branch to a draft for details

Linked datasets

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Preview Dataset

To help users quickly check dataset content it is possible to preview the dataset directly from the homescreen

To preview a dataset:

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  1. Select the ellipsis for the required dataset
  2. Select Preview from the Dataset Card Menu
  3. The preview panel will then open containing:
    • a. Dataset name
    • b. Dataset type
    • c. Created on date
    • d. Owner
    • e. Node Relationship (Flat or Hierarchical)
    • f. Data preview for max 10 nodes
    • g. Use the scroll bar to view

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Edit Dataset Metadata

The Dataset Metadata Screen in Settings may be accessed directly from the homescreen by:

  1. Select the ellipsis for the required dataset
  2. Select Edit from the Dataset Card Menu

This will open Orgvue settings in a new browser window with the Dataset metadata screen opened

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Note: The edit option will only be available to the dataset owner, admin or roles with modify or manage permissions. See Dataset Permissions for further details

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