On the secondary menu for Initiatives, Benefits, RAIDs, Tasks, and Schedules, you will notice a drop-down menu, which gives the user an option to select a Table style view:
Table views are a powerful way of analyzing data. They function in a mildly similar fashion to Microsoft Excel tables. Table views use columns and rows of your data and can be customized for a specific purpose.
When dealing with Initiatives, impacts, risks and schedule data, you can edit directly from the table views of each register.
Each column heading has a hamburger menu icon next to it. Expanding on this reveals a few options:
- Pin Column: This feature allows you to pin a specific column, so it remains stationary when analyzing and scrolling through data. You can pin a column to the left or the right of the view.
- Autosize This Column: Autosizing a column by expanding its width to incorporate all listed bodies of text.
- Autosize All Columns: Autosizing all columns widths will expand all columns to incorporate all listed bodies of text.
- Group by (Column Label): Selecting this function will group data according to the column label you select. For example, if we group by benefit owner, the list will reveal all owners and have their individual benefits nestled underneath their names.
- Reset Columns: Resets all columns to their original form.
The funnel icon is another option from the hamburger menu, and it contains filtering options within the selected column.
You can select the Columns tab on the right side of the table to bring up a list of available columns to show.
Pivot mode works on the sum of the contents of the selected column. This may be handy when a user wishes to drill down into the specifics of data to create their own kind of filters. Selecting the Pivot checkbox eliminates all fields not involved in a calculation from view. For example, when viewing your benefits table view, you may wish to see the average Amplify Index for the various types of benefit units you are using. In this simplistic example, you would select Pivot Mode, Drag and drop Unit of this Benefit under the Row Groups Section, and drag Amplify Index into the Values section. Clicking on the item in the values section will reveal a list of filters. These are:
When viewing as a table view throughout Amplify, you will notice the pencil icon at the far right of each line: This is an edit feature, which allows the user to edit project properties of any selected item.
The Excel icon in the top right corner of the widget is an Excel export function. Any table within Amplify can be exported as an Excel file to be viewed or worked on outside of Amplify. The Search box assists with finding specific views created when there are many to select from. The New Button feature allows for the creation of a new view type.
Within Amplify, there also exists a Tree View toggle. This is used purely to group tables by their hierarchical Initiative structure.
As a user, if you have a certain style of table you prefer as a setup, you can Duplicate a view, then set it as your default in the Administrator Settings.
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