Adding a Dashboard Item - Project Phases Rows Data Table
1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ and select ‘Data Table’ from the drop-down menu.
2. In the ‘Table Type’ data field, select ‘Project Phases Rows’. When selected, this allows the user to customize the data table from columns to rows.
3. Add a ‘Title’ to the Data Table item. The title is limited only to 100 characters.
4. Select to which section you wish to add the Data Table in the ‘Section’ data field.
5. Select in the ‘Filter By’ field as to what data will be displayed. You can tick as many as you can. Data can be filtered by Projects, Programs, Portfolios, Project Departments, Project Categories, Project Phase, and Project Type.
Once ticked, you can choose the specific value where data will be filtered.
6. Ticking the ‘Exclude Total Row’ hides the Total Row data column.
7. Add a description for the Data Table Item in the ‘Description’ field limited to 250 characters only.
8. To group Data Table columns, click on ‘+ Add Group’. Name the group in the field provided limited only to 150 characters. Add a column or columns by clicking on the ‘+ Add Column’ button.
9. Add a ‘Column Name’ limited to 100 characters. Then select the Module, Field, and Total Row Calculation from the drop-down list.
NOTE: To re-arrange the Data Columns in a group, click on the three vertical dots icon found at the left part near the Column Name. Click and hold on this icon and drag the column either upwards or downwards. To delete or remove a column, click the 'x' icon at the right side of the column.
10. Click the blue screw icon to configure the data to be shown.
11. Configure Filter options. Grouping options, and Value options for the data in the Column. Click the Update button once done.
12. Check how the data appears in the Table section for each Project Phase. You can click the Refresh button to see how your table will look like. Once satisfied, click the Add Item button.
