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Wave Success Center by McKinsey

Track your information with Card, List, and Gantt views

Overview of the main views in Wave

In Wave, there are three main views for visualizing and reporting on the initiatives and actions in your program: Card, List, and Gantt view. Each of the views show the exact same data, just represented in different ways. Pick the one that you like best and works for the type of analysis and reporting you would like to see.

 

View Name Card View Gantt View List View
Example

 

Description

A more visual representation of initiatives as rectangles (or "cards"). Ideal for all user roles.

Project management style of representing initiatives by their implementation start and end dates. Ideal for workstream leads and initiative owners. A spreadsheet style of reporting on initiatives where you can also customize the columns displayed. Ideal for initiative owners.
Available Options Group, Color, Sort, Filter Color, Filter Group, Sort, Filter

 

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Step-by-step instructions

Choosing your view

Pick your preferred view from the navigation panel on the left hand side of Wave:

 
Using the 'Filter' panel

The 'Filter' panel is used to pare down the amount of initiatives displayed. Common filtering choices are initiative owner, workstream, or date fields.

Note: the 'Filter' panel appears in all three views (Card, Gantt, and List).

 

1
Click 'Filter' to open up the list of attributes and select the attribute you would like to filter. In this example, we will filter on workstreams:

 

2
Clear all selections by selecting the 'none' link:

 

3
Next, select the workstream you want to review, and notice that the list of initiatives will automatically pare down to only the initiatives tagged to that workstream.

 
Using the 'Group' panel

Use the 'Group' panel to bucket initiatives by an attribute. Common grouping choices are Initiative Stage, RAG Status, Priority, or Workstream.

Note: the 'Group' panel appears only in the Card and List views.

 

1
Click 'Group' to open up the list of attributes available for grouping:

 

2
Select the attribute you want your initiatives to be grouped by. In this example, we will group by priority:

 

3
In the Card view, you can click on one of the groupings (the light gray rectangles) to filter down into a subset of initiatives.

 

4
After clicking on the "High" priority group, it will pare down the initiatives to only those tagged as "High" priority (shown below).

Note: you can return to your previous grouping (Low, Medium, High) by clicking once again on the gray rectangle behind the grouping.

 
Using the 'Color' panel

Use the 'Color' panel to color initiatives by an attribute. Common coloring choices are RAG status, Delivery Status (also called "Planning"), and Priority.

Note: the 'Color' option appears only in the Card and Gantt views.

 

1
Click 'Color' to open up the list of attributes available for coloring:

 

2
Choose the attribute you want to use to color your initiatives. In the below example, we want to color our initiatives by the RAG status which quickly shows us which initiatives are 'Red' and need leadership attention:

 
Using the 'Sort' panel

Use the 'Sort' panel to order initiatives by particular attributes. Common sorting choices are ID number, date fields, and impact value fields.

Note: the 'Sort' option appears only in the Card and List views

 

1
Click 'Sort' to open up the list of attributes available for sorting:

 

2
Choose how you want to sort your initiatives by selecting an attribute. In this example, we want to sort on the Annual Planned Savings, and choose "Descending" as the sort order so that we can see which initiatives have the largest impact on savings.

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