Skip to main content
Wave Success Center by McKinsey

Customize a View

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.

View Settings

Inside Workbook and below the main blue navigation bar, there is a row of icons to group, color, sort, and view your information.



Click on the group icon SimplifiedNav-Icon_group.png to group cards together based on a selected attribute value. Common grouping choices are Accountable workstreamStage, 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 SimplifiedNav-Icon_color.png 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 SimplifiedNav-Icon_sort.png 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 SimplifiedNav-Icon_filter.png, 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.


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.



  • Was this article helpful?