Create or Edit Tables for Visualizations in Projects/Shells

Prerequisite

You must have the Manage Content permission to perform this task.

Procedure

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

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode.
   For example, select a tab called Vision Corporation.
3. In the left Navigator, select Visualizations.

   or

   If configured, access the Visualizations log from a business process log as follows:

   1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
   2. From the Visualization list, just below the User mode indicator, select a visualization.
4. 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.
5. 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.
   5. Optional: To include additional columns in the table, select Add Columns and then select a data element.
   6. From the Lock after column list, select a column to freeze all preceding columns.
   7. 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.
   8. Select Add Group By to add a maximum of five groups in the table.
   9. From the Currency Options list, select the type of currency used in the table. Choices include: Base Currency, Shell Currency, and None.
   10. Optional: In the Group Totals field, toggle to show or hide the total of each group.
   11. To visually highlight specific fields, see Configure and Manage Conditional Formatting of Tables and Pivot Grids.
   12. Make changes as needed to refine the above selections.
6. After making all changes, perform any of the following actions:
   • To analyze the underlying data of the table, right-click on a cell and select View <data source> to navigate to the associated BP log, Cost Sheet, or Cash Flow in a new tab.
   • 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.
7. On the Edit page, select Save to update the visualization with any created or edited content.