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Overview

The Simple Data Table is a Data Visualization type that allows administrative users to create large Data Visualizations that are displayed using an on-screen table. Administrators can create the Simple Data Table by selecting an Object Type, one or more Workflow States, and a date range (e.g., the last 180 days). A download file is not created for the Data Visualization, but it can be exported using a .CSV, PDF, or Excel file. Users viewing the Data Visualization can only see the data that their permissions allow.

User Account Requirements

The user must have Administrator or Data Management advanced permissions to create Data Visualizations.

Related Information/Setup

Please refer to the following articles for further information:

• Creating a Simple Data Table View 
• Exporting a Simple Data Table

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin: Overview screen, click the Data Visualizations tile under the Views section.

Data Visualizations Tile

4. On the Admin: Data Visualizations screen, click the Create Data Visualization button. 

Create Data Visualization Button

Creating a Simple Data Table

1. From the Admin: Create Data Visualization screen, enter a Data Visualization name in the Name field. The Name will represent the Data Visualization throughout the system.

Name Field

2. (Optional) Enter a brief description outlining the Data Visualization in the Description field.

Description Field

3. Select the Simple Data Table option from the Type dropdown menu.

Type Dropdown Menu

4. (Optional) Enter an Object Type Name or partial name in the Object Type field to narrow the search results that appear on the Object Type dropdown menu.

Object Type Field

5. Select an Object Type from the Object Type dropdown menu. The data on the Simple Data Table is pulled from the selected Object Type. Up to one level of relationship/reference data will also be pulled, based on configuration settings. 

Note: Once the Simple Data Table is created the Object Type cannot be edited. In order to change the Object Type, you must create a new Simple Data Table.

Object Type Dropdown Menu

6. (Optional) Enter a Workflow State Name or partial name in the Workflow States field to narrow the search results that appear on the Workflow States dropdown menu.

Workflow States Field

7. Select a Workflow State or multiple from the Workflow State dropdown menu (e.g., Closed, Archive, etc.). 

Workflow State Dropdown Menu

8. Select a date field or property from the Select Date Field. The Select Date Field drives the report parameters (e.g., Created On, Modified On, etc.). Eligible selections are any date fields or properties connected to the anchor object type selected in the Object Type field. 

Select Date Field

9. Select a predefined date range (for example, Last 180 Days) or Custom to create your own static custom date range from the Select Dates dropdown menu. The Select Dates field filters the data by the selected date range, narrowing the time frame from which data is retrieved (for example, data retrieved from the last 180 days).

Select Dates Field

10. Click the Create button to create the Simple Data Table. 

Create Button

11. Select the Report Orientation by selecting either the Portrait or Landscape buttons.

Report Orientation

12. From the Admin: Edit Simple Data Table screen, hover the cursor over the Simple Data Table Canvas and select the Edit icon. 

Edit Icon

13. From the Edit Table pop-up, select the data you want to include on the Simple Data Table by clicking on the corresponding elements. A checkmark next to an element indicates that it has been selected. Available data includes properties, fields, formulas, relationships/references, workflow states, and assessment types.

Select Data

Note: If you do not select any data elements, all data elements will appear on the Simple Data Table.

14. From the Sort Column section, users can realign the order the columns appear on the Simple Data Table by selecting the Reorder icon and dragging and dropping the column into a new position.

Reorder Icon

15. Scroll to the bottom of the Edit Table pop-up and click the Done button to return to the Admin: Edit Simple Data Table screen.

Done Button

Additional Information

• Limits: The maximum object limit is 250,000 objects and the maximum relationship/reference limit is 250,000 per request.

  • If the request exceeds the object limit an error will occur.

  • If the request exceeds the relationship/reference limit, objects will be return without relationship/reference data.

• Reports are limited to one object type per table.

• Columns may appear truncated when exporting a Simple Data Table to PDF if the table contains a large number of columns.