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:

• A.Columns
• B.Rows

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. The Label Property is indicated by a label icon
3. The Auto ID is indicated by a circle icon
4. The Parent ID is indicated by a triangle icon
5. Generated Properties are indicated with a fx and lock icon to show they are calculated and read only
6. Aggregate measures will also be indicated with a fx icon
7. Pack Properties will be shown with the fx icon along with the settings cog to enable the saved expression to be edited
8. Read Only properties will display with columns greyed out
9. Worksheet Columns Menu
10. Active cell will be shown highlighted with green cell border
11. Updated cell value
12. Deleted cell value
13. 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

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:

• A. Autosize columns
• B. Sort
• C. Bars and Heatmap

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 Columns

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

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

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 simply:

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

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