views

Sheet View

Sheet View provides a spreadsheet-like interface for managing tabular data efficiently. Key features include: - Replace Excel with dynamic tables that integrate permissions and collaboration tools. - Filter and sort data to focus on specific information. - Publish filtered data or tables with hidden columns as view-only. - Import data with smooth mapping and export it as needed. - Apply row coloring to visually organize and highlight data. - Interact with tabular data seamlessly for efficient management. 💡 By creating a new sheet, you can share a specific portion of your data with your colleagues. Create New Sheet 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Sheet view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Select who can edit: - Collaborative for team access and editing. - Personal for individual use. 5. Click "Add" to save the new view. Filter Sheet View Sheet views can be filtered to quickly find tasks matching multiple criteria. Select two or more filters from the available list to refine your results. For example, you can limit the inbox to display only "Demo Call" tasks. To apply custom filters: Filter Sheet View 1. Within the table, click on the funnel icon in the view bar. 2. A box will appear; click on "Add filter." 3. Three fields will appear: 1. Choose a Column 2. Choose a Condition 3. Choose a value to Filter by. 4. The filter will be applied directly to the view, updating the displayed data according to your selected criteria. Sort Sort Sheet View Sorting data is essential for organization and workflow efficiency. DataLexing simplifies this by allowing sorting based on selected fields. Sorting can be done automatically to control rows order. - Default Sorting: New tables are initially sorted by row creation time. - Automatic Sorting: Sort Sheet View 1. Click the Sort button in the view bar. 2. from the dropdown list, Choose a field to sort by. 3. Choose a Sorting Criteria 4. Rows will be automatically ordered based on the selected field. 5. Add multiple sorting criteria if needed, ensuring they are arranged in the correct sequence. 6. To remove a sorting option, click the trash button next to it. Another way to manage Sorting is by opening an expanded view or clicking on the field header and selecting Sort field from the dropdown menu. - Manual Sorting: Users can manually reorder rows by grabbing the handle next to the row number and moving it to the desired position. Share After creating a sheet view, you can share it via a link with anyone who has access or publish it on the internet. You also have control over how the shared data appears by using filters or hiding fields. To learn more about sharing, click here. Show/hide - Hide Fields: - This feature allows choosing which fields remain visible in a shared view. - The primary field cannot be hidden. - How to show/hide fields: 1. Click the Eye button in the view bar. 2. Use the toggle switch next to each field name to show or hide it. 3. Click Hide all or Show all for quick adjustments. 4. A preview will indicate the number of hidden fields. If dealing with numerous fields, use the Search fields box to locate specific ones quickly. Another way to manage field visibility is by opening an expanded view or clicking on the field header and selecting Hide field from the dropdown menu. Adjust Columns width By default, sheet views display columns with a fixed width. However, to view more data within each cell, the column width can be adjusted. This feature allows customization based on the content within each column. Adjust Columns width To adjust a Column width: 1. Click and hold the dividing line next to the field title. 2. Drag the line to increase or decrease the width. A grey bar will appear as an indicator. 3. Release the mouse at the desired width to display more information in each cell. Reorder Columns By default, sheet views arrange columns in the order they were created. However, you can reorder them by: - Clicking and dragging the column to the desired location. - Using the Show/Hide Fields option to click and drag columns according to the desired location. Footer Aggregations Footer aggregations calculate values based on a specific field in a table. By default, footer summaries are empty, but they can be customized for insights. For more details, click here

Form View

Form View in DataLexing offers a streamlined method for gathering information. Forms are automatically generated based on your existing table, allowing you to customize fields without the need to create a form from scratch. Creating a Form View To create a new Form View: 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Form view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Click "Add" to save the new view. Once the Form View is created, you can structure the displayed information in multiple ways. You can modify field visibility, adjust the order, and customize how users interact with the form. Survey Mode The Form View offers two display modes: - Form Mode: All fields are visible in a vertically stacked layout. - Survey Mode: Only one field is visible at a time, enhancing focus. Switching Between Modes To select a mode: 1. Click the Paper icon at the view editing bar. 2. Choose Form Mode or Survey Mode. Customizing the Form Submit Button Display To change the Submit button text: 1. Click the pencil icon next to the 'Submit' button. 2. Enter the desired text. Adding Fields/Questions you can think of fields as questions in form view. Adding fields to a form is straightforward: 1. from the left sidebar to select and add the required fields. 2. Click Add All to insert all available fields. 3. To create a new field that isn’t already in the table, select + Add new field from the Fields sidebar. Unsupported Field Types the following field types are not compatible with Form View: - 💾 Created on - ✍🏻 Last modified - 🧮 Count - 📦 Rollup - 🔦 Lookup - ✨ AI - ➗ Formulas - 👥 Collaborators Reordering Fields You can rearrange questions in your Form View: 1. Drag fields using the drag handle (⠿). 2. Drop at the desired Location. Removing Fields To remove a field from the form: 1. Locate the field. 2. Click the Trash icon to remove it. To Remove all the fields: Click Remove all button in the left fields side bar. Custom Branding to enhance form with branding elements: Add a Logo: 1. Click the Grey Circle at the top of the form. 2. upload an image from your device. Add a Cover: 1. Click the Grey Area at the top of the form. 2. upload an image from your device. To replace or remove an image, simply select the current image and upload a new one. Custom Context Enhance form context by adding form title and descriptions for form and fields. Add Form Title 1. Click the Title written in grey, in the beginning of the form. 2. Write a Form Title. Add Form Description 1. Click the Description written in grey, in the beginning of the form. 2. Write a Form Description. Customize Form description via text editor provided. add headers, links. Add Fields Description 1. Click the Description written in grey, under fields name. 2. Write field Description. to describe the field required. Required Fields Required fields are essential in form design because they ensure that users provide critical information before submission. This helps maintain data accuracy, completeness, and consistency. To make a Field mandatory to fill: 1. Locate the Desired Field. 2. Turn on the toggle for Required. Form Conditions (Conditional Logic) Form conditions help tailor the user experience by dynamically showing, hiding, enabling, or requiring fields based on user input. They improve efficiency, reduce clutter, and ensure relevant data collection. To Allow Conditions: 1. Turn on the toggle for Show when conditions are met. 2. Apply 1. 🔵 Choose a field. to show a certain fields in conditions, you should add the column that you are filtering on before the filtered column 2. 🟢 Choose a Condition. 3. 🔴 Choose a Value. For example, if you want to collect additional feedback when a user submits a very low score. Configuring Post-Submission Actions After a form is submitted, you can choose what happens next: Show a Custom Message 1. Choose Show a message, at the end of the form. 2. Enter a message in the Show a message box. 3. This message will appear AFTER submission. Redirect to a URL 1. Choose Redirect to URL, at the end of the form. 2. Enter the URL where users should be redirected after submission. Previewing a Form Before sharing a form, preview it: - Click the eye icon to open the form in a new tab. - Alternatively, copy the private link and paste it into a browser. Sharing a Form to Share form internally with users that have access to the forms table: 1. Click Share Form icon at the top corner of the view. 2. Copy the link. 3. Share it. note: Only people with access permission to this view can see it using this link. You can use. to learn more about access click here. Publishing a Form Once your form is designed and tested, publishing it involves making it accessible to audience while ensuring security, usability, and data collection efficiency. to Publish a form: 1. Click Share Form icon at the top corner of the view. 2. Go to publish tab. 3. Click Publish. 4. Copy the link. 5. Share it. note: there are options to Restrict Access with Password, Change the Link or Unpublish the Link. For more details, visit the public sharing section in DataLexing. Viewing Submitted Form Data Submitted form data automatically generates a new record in the original table. Entries appear at the bottom of the Grid View, if they are not hidden or sorted in a way that excludes them. Changing Form Language this option is available for users (audience) felling the form. Change Language to English 1. Click the Arabic Icon , in the right upper corner of form page. 2. Change the Language to English. Change the Language to Arabic 1. Click the English Icon , in the right upper corner of form page. 2. Change the Language to Arabic. Conclusion With DataLexing’s Form View, you can effortlessly collect and manage data, apply branding, automate processes, and customize user interactions. Whether using Form Mode or Survey Mode, the flexibility ensures an efficient data collection experience.

Kanban View

kanban view Kanban view is a powerful visual workflow that helps teams easily structure their work into a board with task cards. While it's widely used in agile project management, its benefits extend beyond agile teams, making it a useful tool for anyone looking to enhance organization and workflow. Kanban Pre-Setup Before activating Kanban view, you need to create a single select field. This field will help you organize different aspects of your project, such as phases, task statuses, or risk priorities. How to Create a Single Select Field: 1. Add a new column and set its type to Single Select. 2. Name the column based on what you want to track (e.g., Task Status, Project Phase, Risk Level). 3. Define the choices that will categorize your tasks. For example, if tracking task progress, your options could be: - 🟢 Done - 🟡 In Progress - 🔵 Planned - 🔴 Blocked 4. Save the changes to apply your selections. 5. Assign each task to the appropriate category or status. Creating a Kanban View The Kanban view allows you to organize tasks as cards on a board, helping you visualize data at a glance and prioritize tasks as they move through different workflow stages. To add a Kanban view: Add New Kanban 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Kanban view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Select who can edit: - Collaborative for team access and editing. - Personal for individual use. 5. Click "Add". 6. Choose the field to stack your cards by, After Creating the Kanban view an options of "single select" fields within the table will appear. Filtering Kanban View kanban views can be filtered to quickly find tasks that match multiple criteria. Select two or more filters from the available list to refine your results. For example, you can filter by tasks with budget higher than 2000*.* Applying Custom Filters To filter a kanban view: Kanban Filters 1. Within the view, click on the funnel icon in the view bar. 2. A box will appear; click on "Add filter." 3. Three fields will be displayed: - Choose a Column - Choose a Condition - Choose a Value to Filter by The filter will be applied directly to the view, updating the displayed data based on the selected criteria. Reordering Cards Kanban stacks are based on a single select field, meaning each stack represents an option within that field. You can modify how tasks are arranged by: 1. Dragging and dropping cards between stacks to update their status. The value in the single select field will automatically adjust based on the new stack. 2. If a card does not have a value for the selected single select field, it will appear in the Uncategorized stack. Moving a card to this stack will clear its field value. you can also Manually Sort Cards Order By draging and dropping them inside of the Stack Changing the order of the cards will affect the original table values Reordering Fields To change the order of Fields on Kanban cards: 1. Click on any card 2. Click and drag the handles next to column names. 3. Arrange the fields in the desired order within the arrangement pane. This allows you to prioritize the most important data for easy viewing. Kanban Settings Stack By Kanban stacks are based on a single select field, meaning each stack represents an option within that field. You can modify how tasks are arranged by: Stack By 1. from the gear icon Choose Stack by 2. Select different single select field or create new one and start categorize the cards on it. Show/Hide Stacks Show/Hide Stacks To manage the Stacked displayed: 1. from the gear icon Choose Show Stacks 2. Use the toggle next to each stack to show or hide it. 3. Use the Hide all or Show all buttons for bulk changes. Customizing Cards The Customize cards option lets you control what information appears on each task card. Once your Kanban view is created, you can: - Choose which fields to display - Search for specific fields - Rearrange fields within the card layout Cover Field The cover field is a designated file field (such as an image) that appears at the top of the kanban card. To set a cover field: - Ensure your table has at least one file field. - Select a file field as the kanban cover image after creating the kanban view. If multiple file fields are present, you can change the cover field by selecting a different option from the cover field dropdown. You can also choose to have no cover field. When a kanban view is shared publicly, its cover image will remain visible. Adding Cover Field Adding Cover Field 1. Click Gear icon to view kanban settings. 2. Click Customize Cards. 3. Click on the Cover field drop-down list. 4. Choose the File Column from the List. Removing Cover Field Removing Cover Field 1. Click Gear icon view kanban settings. 2. Click Customize Cards. 3. Click on the Cover field drop-down list. 4. Choose No Cover. Showing/Hiding Fields To manage the fields displayed on cards: Showing/Hiding Fields 1. Click gear icon to view kanban settings 2. Click Customize cards in the top-right of the view. 3. Use the toggle next to each field to show or hide it. 4. Use the Hide all or Show all buttons for bulk changes. You can also rearrange fields by dragging and dropping them in the preferred order. Clicking on a card will expand it, allowing you to adjust visible fields. Show on Expand Show on Row Expand to control appearing fields when expanding a card: 1. Click Gear icon to view kanban settings 2. Click Show on Expand from the drop-down list. 3. Use the toggle next to each field to show or hide it. 4. Use the Hide all or Show all buttons for bulk changes. Sharing the Kanban View You can share a Kanban view via a shareable link. When sharing, you can control what others see by applying filters or hiding specific fields. Managing Cards Creating a New Card Adding a new card creates a new row in the table: Create Card 1. Click the ellipsis (•••) beside the Stack. 2. Select Add new card, fill in the details, and click Add. OR Click Add New under Each Stack Duplicating an Existing Card duplicating an existing card duplicate an existing row in the table: Duplicate Card 1. Click the ellipsis (•••) under the Card. 2. Select Duplicate card. Deleting a Card Deleting a card delete an existing row in the table: 1. Click the ellipsis (•••) under the Card. 2. Select Delete card. Managing Stacks Editing a Stack To rename a stack or change its color scheme: 1. Click the ellipsis (•••) beside the stack. 2. Select Edit stack and modify the settings. 3. Click Change to apply updates. Shrinking/Unshrinking a Stack To shrink a stack: Shrinking a Stack Click the arrow icon beside the Stack. Reverse to un-shrink the stack. Deleting a Stack Deleting a Stack Deleting a stack will remove the associated single select field option, which could result in data loss. To delete: 1. Click the ellipsis (•••) beside the stack. 2. Choose Delete stack and confirm. 3. Click Delete to Confirm Deleting the Stack. If a stack is deleted, the corresponding rows in the table is also removed, so always double-check before deleting. To delete a card, right-click on it and select Delete. Be cautious when deleting, as it removes the associated data from the table permanently.

How To Create New View

To maximize the benefits of collaborative views in DataLexing, it is preferable for the team to set up collaboration configurations and define permissions based on the project's needs and the team dynamics. Here is How to Create a collaborative view 1. Open the Table: Start by opening the table whose data you want to use in the new view. 2. Navigate to Data Views: Click on the "Views" icon near the table. 3. Choose the View Type: Select the view type that suits your needs, whether it's a table, gallery, or another type that fits the purpose of the view. 4. Label the View: Give the view an appropriate name that reflects its content and purpose. 5. Specify Collaboration Nature: If the view requires collaboration with your team members, select the collaborative option. 6. Confirm Settings: Once you've selected all the details, click on "Create" to create the new view. 7. Customize the View: Start customizing the view by selecting the fields you want to display and applying necessary filters to display the data properly.

Views Overview

https://youtu.be/xKkSWS-bNQY?si=tLa5yEexDCppLnEA Views offer flexible ways to visualize and manage data, from spreadsheet-like tables to task boards, visual galleries, and charts. Each view supports filtering, sorting, and customization, enabling secure sharing, collaboration, and tailored insights to suit your workflow. | 🧩 It's recommended to keep at least one unfiltered view as a reference, ensuring no fields, filters, or sorting options hide essential data. New or duplicated views can then be customized as needed. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. Sheet View (Default View) The Sheet View is a spreadsheet-like interface that displays data in rows and columns, allowing for structured data entry and easy organization. Use Cases: - Collaboration – Organize data for seamless teamwork. - Task Management – Track tasks, deadlines, and priorities. - Filtering & Sorting – Quickly access relevant data. - Data Insights – Customize fields and filters for analysis. 2. Gallery View The Gallery View presents data visually, similar to an image gallery, enhancing usability for media-rich content. Use Cases: - Customizable Cards – Display key details like names, prices, or descriptions. - Sorting & Organizing – Arrange products or designs efficiently. - Easy Navigation – Visually appealing for quick access. 3. Survey View The Survey View simplifies data collection and enhances engagement. Use Cases: - Efficient Data Collection – Ideal for forms, orders, or feedback. - Customization – Add branding, colors, and logos. - Sharing Options – Distribute via email, websites, or social media. All responses are automatically stored in the same table. 4. Kanban View The Kanban View visualizes dataa, presenting tasks as cards that move between columns based on status. Use Cases: - Project Management – Track task progress in different stages. - Easy Drag-and-Drop – Move tasks between columns. - Customizable Stages – Define workflow steps (e.g., "To Do," "In Progress," "Completed"). - Enhanced Collaboration – Teams can view updates in real time. 5. Chart View The Chart View transforms data into visual insights, making analysis easier. Use Cases: - Data Visualization – Convert numbers into understandable charts. Trend Analysis – Identify patterns for strategic planning. - Enhanced Decision-Making – Use insights to drive actions. - Collaboration – Share interactive reports with teams. Types of Charts: - Bar Charts – Time Series Data. - Pie Charts – Compare categories. - Score Cards – Track KPIs with specific calculations (Sum, Average, Count, etc.). Referenced Articles - how to create a new view

How To Create a New View

1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select desirable view type. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Select who can edit: - Collaborative for team access and editing. - Personal for individual use. note: charts & survey views doesn't have personal option as they are collaborative based. 5. Click "Add" to save the new view. For collaborative views, it's best to define permissions to align with project needs and team roles.

Views Settings

How to Duplicate View 1. From the view setting in the right corner 2. From the view list. click the ellipsis next to the view name 3. Choose "Duplicate" 4. Click "Duplicate" How to Rename View To rename a view: 1. From the view setting in the right corner 2. Click on the three dots (...) next to the view you want to rename. 3. Click "Rename" 4. Double-click the "Enter view name" field. 5. Write the new view name 6. Click "Save" 7. As you can See the View has been renamed from "All Projects 2" To "Projects Overview" How to Delete View To delete a view: 1. From the view setting in the right corner 2. From the view list. click the ellipsis next to the view name 3. Choose "Delete view" 4. Click "Delete"

How to Sort your Data

Sorting is the process of arranging data based on specific criteria, such as alphabetical, numerical, or custom order. DataLexing offers diverse options for sorting data, empowering users to efficiently organize and analyze their information. Steps 1. Access Sorting Options: Navigate to the sorting icon located at the top right of the table and click on it. 2. Select Sorting Column: A menu will appear, displaying all columns in the table. Choose the column by which you want to sort the data. 3. Initiate Sorting: Once the column is selected, DataLexing will automatically sort the table alphabetically based on the chosen column. 4. Multi-Level Sorting: For more nuanced sorting, DataLexing allows sorting on multiple levels using multiple columns. To add another sorting criterion, click on the sorting icon again and select "Add Sort." 5. Choose the additional column 6. To Specify Type of Sorting (ascending or descending) Click on drop-down list Next to column name To learn more about sorting columns, click here. 7. Customize Sorting Criteria: Select the desired type of sorting, whether ascending or descending, for each column. 8. Review Sorted Data: The table will now be sorted based on the specified criteria, prioritizing completion status of tasks followed by estimated days to complete, from most to least. By following these steps, users can effectively organize their data in DataLexing, facilitating seamless analysis and decision-making processes. ​

How to Share Your View

Sharing links involves providing external non-users with a direct URL to a specific view within DataLexing. This feature simplifies access for collaborators, removing the need for manual navigation. It's especially useful when sharing work with colleagues who do not have direct access to the workspace or application. Steps: 1. Navigate to Share icon: Locate the Share icon positioned at the top Right of the table and click on it. 2. Share Tab: you can generate an internal link from Share Tab ​💡 Only people with access permission to this view can see it using this link. 3. To Publish your View on the internet Move to Publish Tab 4. Click Publish Congratulation! your view has been published online 5. Share your view: after publishing your view copy the link and share it How To Refresh Shared Link 1. Refresh Link (if Necessary): if the need arise for another link, simply click on the recycling icon to regenerate it. 2. Confirm Refreshing your link: a pop window appear to confirm changing old link. note that any one that had the old link will loose access to view 3. Allow users to export data: you can allow users to export data shared within view by clicking this icon 4. Password Protection (Optional): If dealing with sensitive data or seeking enhanced security, consider restricting access with a password. 1. Enable the "Restrict access with a password" option 2. write the password 3. click "set password" to finalize. Secure Sharing: With the password in place, only individuals possessing it can access the shared view. 5. Unpublish view: if you wish to revoke access to your work, click on "disable shared link" to prevent further viewing. ​

Gallery View

Gallery View presents data as list-like cards, supporting fields with multiple lines of text and file attachments. Each row is displayed as a card, emphasizing documents and images, with the cover field featured at the top. Similar to a photographic gallery, this format allows users to visually navigate content effortlessly with a single click. Create New Gallery To add a gallery view: 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Gallery view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Select who can edit: - Collaborative for team access and editing. - Personal for individual use. 5. Choose the cover field the suggested cover fields will be the columns with the type: File 6. Click ‘Add Gallery’. Filter Gallery View Gallery views can be filtered to quickly find cards that match multiple criteria. Select two or more filters from the available list to refine your results. For example, you can limit the inbox to display only "Riyadh" City Companies. Applying Custom Filters To filter a grid view: 1. Within the table, click on the funnel icon in the view bar. 2. A box will appear; click on "Add filter." 3. Three fields will be displayed: - Choose a Column - Choose a Condition - Choose a Value to Filter by The filter will be applied directly to the view, updating the displayed data based on the selected criteria. ​ Sort Gallery View Sorting data is essential for organization and workflow efficiency. DataLexing simplifies this by allowing sorting based on selected fields. Sorting can be done automatically or manually to control cards order. Default Sorting: New galleries are initially sorted by card creation time. Automatic Sorting: 1. Click the Sort button in the view bar. 2. From the dropdown list, choose a field to sort by. 3. Choose a Sorting Criteria. 4. Cards will be automatically ordered based on the selected field. 5. Add multiple sorting criteria if needed, ensuring they are arranged in the correct sequence. 6. To remove a sorting option, click the trash button next to it. Another way to manage sorting is by opening an expanded view or clicking on the field header and selecting Sort field from the dropdown menu. Manual Sorting: Users can manually reorder cards by grabbing the handle next to the card and moving it to the desired position. Sharing a Gallery View After creating a gallery view, you can share it via a link with anyone who has access or publish it on the internet. You also have control over how the shared data appears by using filters or hiding fields. To learn more about sharing, click here. Cover Field The cover field is a designated file field (such as an image) that appears at the top of the gallery card. To set a cover field: - Ensure your table has at least one file field. - Select a file field as the gallery cover image when creating the gallery view. If multiple file fields are present, you can change the cover field by selecting a different option from the cover field dropdown. You can also choose to have no cover field. When a gallery view is shared publicly, its cover image will remain visible. Adding Cover Field 1. Click gear icon to view gallery settings 2. Click on the cover columns list 3. Choose the File Column from the List Removing Cover Field 1. Click gear icon to view gallery settings 2. Click on the cover columns list 3. Choose "No Cover" Hiding or Showing Fields You can easily toggle the visibility of fields in the gallery preview. To show or hide fields: 1. Click the Gear icon at the top of the view. 2. Toggle the switch next to a field name to show (blue) or hide (gray) it. 3. Use the ‘Hide all’ and ‘Show all’ buttons to adjust all fields at once. You can also expand a card to view more details and selectively hide or show individual fields. Reordering Columns To change the order of columns on gallery cards: 1. Click on any card 2. Click and drag the handles next to column names. 3. Arrange the fields in the desired order within the arrangement pane. This allows you to prioritize the most important data for easy viewing.

Charts View

Chart View transforms data into dynamic visualizations with support for various chart types, including Bar, Pie and Score Card charts. It enables users to represent aggregated calculations through scorecards for key metrics while offering customization options for legends, colors, and display values to enhance clarity. Advanced features like sorting, normalization, and highlighting improve data analysis, and users can securely share charts for seamless collaboration. ​ Charts Types: | Kind | Name | Description | | ----------------------- | ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | KPI Charts | Scorecards | Highlights a key metric or statistic, making it easy to track performance at a glance. to learn more click here | | Comparison Charts | Vertical Bar Charts | Compares metrics from different categories using bars, ideal for visualizing trends over time. to learn more click here | | Comparison Charts | Horizontal Bar Charts | Suitable for comparing many categories at once, providing a clear side-by-side view. to learn more click here | | Distribution Charts | Pie Charts | Shows the distribution of a whole into parts, best for representing percentages and proportions. to learn more click here | | Distribution Charts | Donut Charts | Displays proportions of different categories as segments of a circle, offering a more space-efficient alternative to pie charts with room for additional insights. to learn more click here | | Distribution Charts | Nightingale Charts | Uses varying bar lengths to highlight differences, useful for emphasizing significant variations within a dataset. to learn more click here | | Distribution Charts | Gauge Charts | Shows a value within a range and highlights its proximity to the target, ideal for performance tracking and goal measurement. to learn more click here | Create New Chart to add a new chart: 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Chart view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Select who can edit: - Collaborative for team access and editing. - Personal for individual use. note: you can't add it in dashboards 5. Click "Add". 6. Choose the field to define your chart data. After creating the Chart view. Filtering a Chart Within the view, click on the funnel icon in the view bar. A box will appear; click on "Add filter." Three fields will be displayed: 1. Choose a Column 2. Choose a Condition 3. Choose a Value to Filter by The filter will be applied directly to the view, updating the displayed data based on the selected criteria.

Personal View

A personal view in DataLexing is a tailored perspective of a view designed to meet the specific preferences and requirements of an individual user. Here's a professional guide on creating a personal view: 1. Create a New View: Begin by selecting the option to create a new view. 2. Choose a View Type: Select the type of view that best suits your needs. 3. Name Your View: Provide a descriptive name for your personal view. 4. Select Personal View: Ensure to designate it as a personal view to customize it according to your preferences. 5. Apply Filters: Add filters to refine the data displayed based on your criteria. 6. Adjust Data Sorting: Arrange the data in the desired order to facilitate analysis. 7. Adjust Left Border Color: Fine-tune the left border color for additional clarity. 8. Modify Background Coloring: Enhance visibility by adjusting background colors as needed. 9. Review Your Personal View: Confirm that your view meets your requirements before finalizing. 10. Compare to the Original View: Compare your personal view with the original to ensure it aligns with your objectives. The primary objective of a personal view is to empower users to filter and customize data presentation without impacting the main view. It's essential to remember that personal views are private and cannot be viewed by others. This approach ensures a professional and efficient utilization of DataLexing's capabilities, allowing users to optimize their data analysis and decision-making processes.