To edit a data view, follow these steps:

• Locate the data view in the left sidebar and click on the "..." overflow menu to display the popup menu.  Click the Edit Data View menu item.
• Or, click on the data view in the left sidebar to open it and then click on the "..." overflow menu on the right side of the data view to display the popup menu.  Click the Edit Data View menu item.

Name

Enter the name of the data view.

Parent Folder

Select a folder to place the data view into.  Leave it blank to list the data view at the top level.

Description

Enter a description for the data view.

Sharing

Click Public to have this data view listed for all users in your company.  This data view will be listed under Public Data Views on the left sidebar.

Click Private to have this data view listed for only those users that are allowed to see it (e.g. yourself).  Click the Members button under Sharing to edit the list of users allowed to see this data view.  This data view will be listed under Data Views on the left sidebar.

Editing Permissions

By default, when you create a data view, you are the owner of the data view and only you can edit it.  You may want to collaborate with other users on a data view and allow them to also make changes to the data view.

Click the Members button to edit the users who are allowed to edit and make changes to this data view.

Type

The Type section defines what data you wish to see in your data view.  Once selected, then the display fields, filter fields and sort fields are sourced from this type.

Example 1: If you wanted to create a data view that lists information about staff, then you would choose STAFF as the type.

Example 2: If you wanted to create a data view that lists information about tasks, then you would choose TASK as the type.

Example 3: If you wanted to create a data view that lists information about a projects, then you would choose PROJECT as the type.

Click the Add Type button to select the type of data.

Filter

Select the Match Type operator (AND, OR or NOT).  This operator specifies how multiple rules are applied together.

Click the Add Rule button to add a rule to filter the results of the data view.

Click the Add Group button to add a group of rules to filter the results of the data view.

Click Select Field to choose a field to add into a rule.

Select the Operator for the rule from the dropdown list.  For example, Equals, Not Equals, Less Than, Contains Text.

Enter the Value to apply to the rule.

Click Allow Editing to allow users to change the rule's values when viewing the result of the data view.

Example 1: If you wanted to filter the list of projects to be just for a certain customer (e.g. Disney), then your rule may be:

PROJECT.CUSTOMER.name, Equals, Disney

Example 2: If you wanted to filter the list of staff to be just for a certain department (e.g. Animation) and in a certain location (e.g. Vancouver), then your rule may be:

Match Type: AND
STAFF.DEPARTMENT.name, Equals (Case Insensitive), Animation
STAFF.LOCATION.name, Equals (Case Insensitive), Vancouver

Example 3: If you wanted to filter the list of tasks to be just for a certain project (e.g. Superman) and requiring a certain skill (e.g. Compositing) and only those tasks not yet completed, then your rule may be:

Match Type: AND
TASK.PROJECT.name, Equals (Case Insensitive), Superman
TASK.SKILL.name, Equals (Case Insensitive), Compositing
TASK.progress, Less Than, 100

Example 4: If you wanted to filter by a set of tasks by name (e.g. Animation or Effects), then your rule may be:

Match Type: OR
TASK.name, Equals (Case Insensitive), Animation
TASK.name, Equals (Case Insensitive), Effects

Display

The Display section lists the fields that you want to see in the results of the data view.

Click the Add Display button to add the fields that you wish to display in the results of the data view.

You can add as many fields into the Display section as you like.

You can drag and drop the fields in the Display section to re-order them in the order that you prefer.

Example 1: If you wanted to list project name, customer name, project progress, project status and project actual cost (gross), then you would choose these fields - PROJECT.name, PROJECT.CUSTOMER.name, PROJECT.progress, PROJECT.STAGE.name, PROJECT.actualCost.

Example 2: If you wanted to list staff first name, staff last name, staff ID, staff departments, staff skills and staff projects, then you would choose these fields - STAFF.firstName, STAFF.lastName, STAFF.identifier, STAFF.DEPARTMENT.name, STAFF.SKILL.name, STAFF.TASK.PROJECT.name.

Sort By

The Sort section lists the fields that you wish to sort the data in the results of the data view.

Click the Add Sort button to add the sort fields that you wish to sort the results in the data view.  

You can sort fields in ascending or descending order.

You can add multiple sort fields to sort the results using nested fields.

You can drag and drop the fields in the Sort section to re-order them in the sort order that you prefer.

Example: If you wish to sort the list of departments by the department name, then you would choose this field - DEPARTMENT.name.

Remove Duplicates

Select Remove Duplicates if your data view is showing duplicate results and you only want to see a single instance of the data. 

Search Method

When searching for data, you can choose how to group or aggregate the results.  There are 3 methods to choose from:

• Filter first, then group results.  Projectal will apply the data view's filter to find the set of results and then group similar results into single rows.  Multiple values will be separated by commas.
• Group first, then filter results.  Projectal will group all the candidate data together and then apply the filter to the grouped data to obtain the final results. Multiple values will be separated by commas.
• Group by property first, then filter results. Projectal will group the data associated with the nominated property specified in the Group By field, and then apply the filter to the grouped data to obtain the final results. Multiple values will be separated by commas. 
• Filter only, no grouping.  Projectal will apply the data view's filter to find the set of results.  No grouping of similar data will occur.  This can result in more rows of data being displayed.

Example: If you wish to list staff and their skills, then you may want to display STAFF.firstName, STAFF.lastName and STAFF.SKILL.name.  Staff can have multiple skills, so there may be a row in the results for each staff and each skill.  By turning on Filter first, then group results there would be one row for each staff and all the staff's skills would be grouped together in that one row.

Header

Click Total to display the totals of numeric columns on your data view report.  The value will be displayed at the top of your data view report.

Click Average to display the average value of numeric columns on your data view report.  The value will be displayed at the top of your data view report.

Click Min to display the minimum value of numeric columns on your data view report.  The value will be displayed at the top of your data view report.

Click Max to display the maximum value of numeric columns on your data view report.  The value will be displayed at the top of your data view report.

Footer

Click Total to display the totals of numeric columns on your data view report.  The value will be displayed at the bottom of your data view report.

Click Average to display the average value of numeric columns on your data view report.  The value will be displayed at the bottom of your data view report.

Click Min to display the minimum value of numeric columns on your data view report.  The value will be displayed at the bottom of your data view report.

Click Max to display the maximum value of numeric columns on your data view report.  The value will be displayed at the bottom of your data view report.

Include Tabs

Data views can automatically have Gantt views, Staff Usage views and Kanban views included as tabs depending on the type of data that the data view is listing.  This feature allows users to view  and analyze data of interest from different perspectives.

Click Gantt to include the Gantt view.

Click Staff Usage to include the Staff Usage view.

Click Kanban Board to include the Kanban board view.