Data Menu
The Data Menu Contains:
- Save
- Save as...
- Manage Properties
- Revert Changes
- Reload
- Trigger On Demand
- Paste Merge
- Export to CSV
- Export to TSV
If you are the owner of the dataset or have been given rights to edit the data, then any changes that you make to the dataset may be saved using the save options and this will overwrite the previous data
If you wish to preserve the original data and create a copy of the original with any changes, then the save as option should be used
Any unsaved changes to the data may be undone by using the Revert Changes option
Data Save
The save option is accessed from the Data option on the menu bar or the keyboard shortcut CTRL + S
(CMD S
for Mac) may be used
The option to save the data will depend on the user’s access level to the dataset and any unsaved changes that have been made to the dataset
The Save function will overwrite the open dataset with any changes as displayed in the changes section of the footer
If the user does not own or have edit rights to the dataset being accessed, then this will be indicated by the Read Only message being displayed in the header bar
When using the Data
- Save
option a summary of changes will be displayed as well as confirming the last modification date & time
Note: Once a dataset has been saved with any changes, the footer bar will reset and reverting changes will not be possible
Data Save as
Selecting the save as...
option from the menu bar will open the save as window where you choose to either save a copy of the dataset with any changes without altering the base
Or you can choose to save as
the dataset as a draft so that any changes may be imported into other datasets
For more detail on Drafts see Drafts
When using the Save as option to create a copy of a dataset any property tags and alternative property keys will be copied from the source dataset however neither dataset permissions, property permissions or dataset tags will be copied
To view a video on the difference between Save and Save as click the thumbnail to open the video in a new browser tab
Note: It is not possible to use the
Save as
option when working with linked datasets.
It is however possible tosave as
theFrom
andTo
datasets, but they will need to be linked in Settings with the original links dataset firstexported to csv
and then uploaded to the newly created links dataset
Reload
The option to Reload data is useful when changes have been made to the dataset within the Property Manager while the dataset is open on workspace
Selecting either:
- A. Reload option on Data menu
- B. Reload button
Will reload the data for the current dataset and apply any changes made since dataset was last opened or refreshed
Trigger on demand
Select this option to run any On demand expressions in the dataset
See On Demand Expressions for more details
Export Data to CSV or TSV
Data from a dataset may be exported directly from Orgvue workspace to a CSV or TSV file for use outside Orgvue
To export the content of a single slide see Export Canvas Content
To export the data from a dataset, select Data from the menu bar then Export to CSV or TSV as required
The Export data window will then be presented with the following options to configure your export
- File Name for export
- File type selector:
pptx
,pdf
,csv
ortsv
- Checkbox option to include timestamp in filename
- Slides: Export
All
orCurrent
slide only - Advanced settings: Select to expand
- Nodes: all nodes or just those currently selected. The number of nodes selected is shown in the footer
- Properties: all properties (including any evaluated and calculated property results) or export only those properties selected in the data tab
- Columns Headers: Select to use
Property keys
orDisplay names
as columns headers in export - Property Order: Select from
Use Order defined in settings
,Alphabetical A-Z
, orAlphabetical Z-A
- Save export preferences
To adjust the order of properties using the Property Manager in Settings see Reorder Properties
For detail on the different ways to select multiple nodes for export see Selecting Nodes