1. Resolver Core
  2. Administration
  3. Administration Overview
  4. Views
  5. Data Visualizations
  6. Simple Data Table

Creating a Simple Data Table

Updated

Article Content

Overview
User Account Requirements
Navigation
Creating a Simple Data Table

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 paginated 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 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

 

Navigation 

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

Administration Icon

Administration Icon

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

Admin Overview Link

Admin Overview Link

  1. From the Admin: Overview screen, click the Data Visualizations tile under the Views section.
Data Visualizaztion Tile.png

Data Visualizations Tile

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

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.png

Name Field

  1. (Optional) Enter a brief description outlining the Data Visualization in the Description field.
Description Field.png

Description Field

  1. Select the Simple Data Table option from the Type dropdown menu.
Type Dropdown.png

Type Dropdown Menu

  1. (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 Search.png

Object Type Field

  1. Select an Object Type from the Object Type dropdown menu.
Object Type Dropdown Menu.png

Object Type Dropdown Menu

  1. (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 State Search.png

Workflow States Field

  1. Select a Workflow State or multiple from the Workflow State dropdown menu.
Workflow States Dropdown Menu.png

Workflow State Dropdown Menu

  1. Select a canned date range (e.g., Last 180 days) or select Custom to create your own custom static date range from the Date Created dropdown menu. The Date Created field applies the date range to the data, narrowing down the time frame the data is pulled (e.g., Data pulled for the last 180 days).
Date Created Field.png

Date Created Dropdown Menu

  1. Click the Create button to create the Simple Data Table. 
Create Button.png

Create Button

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

Edit Icon

  1. 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. 
Select Data.png

Select Data

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

Done Button

 

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