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Wave Success Center by McKinsey

List View

Use list view to see a customizable spreadsheet-style representation of your initiative and milestone data in Wave and more details than you would see in other views. 

List_screenshoot.png

If you are not already in list view, start by selecting Switch to list view from the visualization icon in the upper left corner. 

Switch_list.png

 

Navigating List View

In list view, you can change the order of columns, show or hide columns, and adjust the width of columns to suit your needs. As with other views you can sort, filter, group, and color to further customize your list view using the view setting navigation panel on the right or using header shortcuts.

 

Column order

Start by clicking on the Configuration (or column picker) icon Column_picker.png in the upper right corner. In the configuration box, click and hold on the title of the column you wish to move under Order of selected columns. Drag the column into the desired order, then click on UPDATE. If you wish to revert to the original configuration, click on Reset to Default.

new list view change column order.gif

 

Add columns

Start by clicking on the Configuration (or column picker) icon Column_picker.png in the upper right corner. In the configuration box, there are a couple of ways to add columns to your view:

  1. Click and drag on the column you want to add from the list of Available columns to Order of selected columns in the order you wish to see it 
  2. Click on the + next to the column you want to add from the list of Available columns. Note that by default the column will go to the bottom of the Order of selected columns
  3. Type the name or key words of the column you want to add to narrow down the list of options under Available columns. Click and hold on the title of the column and drag it to Order of selected columns in the order you wish to see it or click on the

Once you are satisfied with your changes, click UPDATE. If you wish to revert to the original configuration, click on Reset to Default.

new list view add columns.gif

 

Delete columns

Start by clicking on the Configuration (or column picker) icon Column_picker.png in the upper right corner. In the configuration box, click on the X next to the column title you wish to remove from the list under Order of selected columns. When you have removed the desired columns, click UPDATE. If you wish to revert to the original configuration, click on Reset to Default.

new list view delete column.gif

 

Quick actions

Add all columns from the Available columns or Clear all columns from the list of selected columns with a click of your mouse. Similarly, if you want to start all over, click on Reset to default.

new list view quick actions.gif

 

Adjust column width

Hover over the borders between column titles, right-click your mouse, and drag to change column width.

List view width.gif

 

 

List View Settings Shortcut

While in list view, you can open view settings via the header. Left click on a column header to access a shortcut menu that will allow you  sort, color,or group by that column. You can also move or delete the column.

If you choose filter or search, the view setting menu will open on the right side of your workspace, as illustrated below.

List header shortcut.gif

 

As shown below, an indicator will appear next to the view setting(s) you have selected for a particular column of data.

List_header_shortcut_2.png

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