Create or Edit Tables for Visualizations in Projects/Shells

To create or edit tables for visualizations in a project/shell (Admin mode):

1. Sign in to Unifier with project/shell administration credentials.
2. Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
3. In the left Navigator, select Setup, and then select Visualizations.
4. In the Visualizations log (right pane), select any of the following actions:
   • Select Create to add a new visualization in the project/shell. Proceed to step 6.
   • Select a visualization in the log, and then select Edit. Proceed to step 5.
5. Sign in to Unifier with project/shell administration credentials.
6. Select the specific project/shell tab, and switch to Admin mode.
   For example, select a tab called Vision Corporation.
7. In the left Navigator, select Setup, and then select Visualizations.
8. In the Visualizations log (right pane), perform one of the following actions:
   • Select Create to add a new visualization in the project/shell. Then on the Create page, do the following to preview the data before creating the item:
     1. From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
     2. From the Preview Project list, select an active project/shell and then select Preview Data.

   or

   • Select a visualization in the log and select Edit. Then on the Edit page, select Edit for a content item in the visualization layout.
9. On the Create or Edit page, specify or update the following information:
   1. From the View Type list, select Table.
   2. In the Name field, enter a name for the table.
   3. Optional: In the Description field, enter a short description about the table.
   4. From the Columns list, select a data element to create columns for the table.
      Perform any of the following actions:

      • To include additional columns in the table, select Add Column, and select a data element.
      • To freeze all preceding columns, select a column from the Lock after column list.
   5. From the Group By list, select a data element to organize the information based on a specific characteristic. For example, group RFIs based on the RFI reasons.

      To add a group, maximum of five, select Add Group By.

   6. From the Currency Options list, select the currency used in the Pivot grid. Choices include: None, Shell Currency, and Base Currency.
   7. Optional: In the Group Totals field, select whether to show or hide the cumulative total for each group.
   8. To visually highlight specific fields, see Configure and Manage Conditional Formatting of Tables and Pivot Grids.
   9. Make changes as needed to refine the above selections.
10. After making all changes, perform any of the following actions:
    • If you created a table, select Create, and return to the Edit page.
    • To confirm all the changes made to the edited table, select Update, and return to the Edit page.
11. On the Edit page, select Save to update the visualization with any created or edited content.