Create or Edit Tables for Visualizations in Projects/Shells

You can create or edit tables for visualizations if you have the Manage Content permission to perform this task.

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

   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. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
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. On the Edit page, select Edit ()for a table in the visualization layout. Proceed to step 6b.
6. On the Create or Edit page, specify or update the following information:
   1. To preview the data before creating the chart:
      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 click Preview Data.
   2. From the View Type list, select Table.
   3. In the Name field, enter a name for the table.
   4. (Optional) In the Description field, enter a short description about the table.
   5. From the Columns list, select a data element to create columns for the table.
   6. (Optional) To include additional columns in the table, click Add Columns and select a data element.
   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. (Optional) In the Show Totals field, toggle to show or hide the column totals in the grid.
   9. To visually highlight specific fields in the Pivot Grid, Configure and Manage Conditional Formatting of Tables and Pivot Grids.
   10. Make changes as needed to refine the above selections.
7. 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.
8. On the Edit page, select Save to update the visualization with any created or edited content.