Worksheet Slide
The worksheet slide is the default slide shown when creating any new packs
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 two options for adding properties:
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:
- Columns may be added using the
Add Property
control on the Right-hand Panel - The add property button shown when hovering between columns can also be used to add additional properties into the worksheet at the selected location
- The Label Property is indicated by a label icon
- The Auto ID is indicated by a circle icon
- The Parent ID is indicated by a triangle icon
- Generated Properties are indicated with a fx and lock icon to show they are calculated and read only
- Aggregate measures will also be indicated with a fx icon
- Pack Properties will be shown with the fx icon along with the settings cog to enable the saved expression to be edited
- Read Only properties will display with columns greyed out
- Worksheet Columns Menu
- Active cell will be shown highlighted with green cell border
- Updated cell value
- Deleted cell value
- New cell value
Add Column Property
Additional properties can be displayed on the worksheet by using the Add Property
button and following these steps
- Select the
Add Property
button - Use the property selector to scroll or search for required properties and select them
- Properties will appear as columns on worksheet in the order they are added
- 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 grouped data values
- Sum (SUM) The sum of the grouped data values
- Minimum (MIN) The lowest value in the grouped data
- Maximum (MAX) The highest value in the grouped data
- Range (RNG) The delta value between min and max in the grouped data
- Count (CNT) The count of non-blank nodes in the grouped data
- Bucket Count (CNTD) Provides a distinct count of property values for nodes in grouped data
For dimension properties the options are limited to:
- Count (CNT) The count of non-blank nodes in the grouped data
- Bucket Count (CNTD) Provides a distinct count of property values for nodes in grouped data
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:
Note: 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:
- Ascending: Sorts properties in ascending value e.g. A-Z, 1-10
- Descending: Sorts properties in descending value e.g. Z-A, 10-1
- Add to sort ascending
- Add to sort descending
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
Note: 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
Note: 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
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
- A. By default, all rows will be shown expanded under the selected Grouped by property
- B. With your data grouped by the selected property, any columns added as standard properties will only be visible with rows expanded
- C. Using the level control it is possible to collapse the rows to 1 level
- D. So that aggregate measures display as roll up calculations grouped by the selected row property
In this example, data is grouped by Department, with the current salary property added as multiple aggregate measures
Move Column
Columns on a worksheet can be moved in multiple ways
- Drag and Drop the column headers
- Use the
Move Column
option in the Column Menu - Drag and Drop the property cards in the Right Hand Panel
Remove Column
Columns on a worksheet can be removed by either
- Selecting the
Remove Column
option in the Column Menu - 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:
- the Export Canvas Contents button and selecting
CSV
as the export format
Editing Worksheet Cells
Cell values on a worksheet may be edited by:
- Selecting the required cell to make it active
- Type the new cell value
- 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:
- CTRL + Click to select multiple cells
- Shift + Click to select a range of cells
- CTRL + Enter to activate cell to edit
- Enter new value
- 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:
- CTRL + Click to select multiple cells
- Shift + Click to select a range of cells
- Press Enter to activate a cell to edit
- Enter new value
- 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
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 |