Users can analyze data by customizing workbook views with View Settings and Filters. Customized workbooks can be saved and shared among your team. Refer to our Workbook Library for examples specific to your role and reporting need, but first, review this article for an understanding of the basic functionality.
While the following examples are in pivot view, these controls are available for all views unless otherwise noted.
Inside Workbook and below the main blue navigation bar, there is a row of icons that give you the ability group, color, sort, and filter your information, among other actions.
When selecting an attribute by which to refine a view, you may scroll down the list or search for a key word or words in the search bar.
Click on the group icon to group cards together based on a selected attribute value. Common grouping choices are Accountable workstream, Stage, or Weekly status. In the below example, we grouped all initiative cards by Accountable workstream, so each column represents a specific workstream.
Hide an empty group
When grouping, you may encounter an empty group with no initiatives. Click on Hide empty groups to remove that group or groups from view. Depending on your configuration, the empty groups may automatically be hidden. This option is available for pivot, table, and stacked chart views.
In the example below, there are no initiatives in the Health & Communications workstream, so that group can be hidden.
Click on the color icon to color cards by an attribute. Common coloring choices are Stage, Weekly status (also sometimes called RAG status), Delivery Status (also called "Planning"), and Priority. In the below example, we colored all of the initiatives by Weekly status to quickly see that most initiatives are on track (green), but there are a few with some issues (orange) and requiring leadership attention (red).
Click on the sort icon to order initiatives by particular attributes. Sorting is most effective when used in the List View. Common sorting choices are ID #, date fields, and impact value fields. In the following example, we have sorted the initiatives by their L3 End Date with the initiatives coming due soonest at the top of the list.
Focus on detailed aspects of your initiatives with filters. Click on the filter icon , choose the category by which you would like to filter and select the attributes you wish to see. More than one filter may be applied to a view.
Apply a filter across all tabs in a workbook with global filters. After selecting the category by which you would like to filter, click on the “Apply filter to all tabs” toggle . A window will appear prompting you to confirm or cancel your global filter selection. Note that any future changes made to a category with global filter turned on will also be applied to all workbook tabs. More than one global filter may be applied to a workbook.
Filter by date
Go a step further with filters and create custom date filters for date-based attributes. Depending on your configuration of Wave, you can select a pre-set date range or manually enter a date range. Some example filters where this is possible include latest estimated dates for L3 or L4, compliance check dates, and updated on, which is used in the example below.