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.
Next to the info icon in the workspace is the view settings icon . Click on the icon to access tools to group, color, and sort your information.
Click on the group icon to group cards together based on a selected attribute value. Common grouping choices are Accountability (Workstream), Stage, or Weekly Status. In the below example, we grouped all initiative cards by Accountability, so each column represents a specific workstream.
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.
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.