Data Views are read-only tables with extensive filtering, grouping and export capabilities. They summarize data for individual Miradi projects or they can be used to view data across multiple projects within a Miradi program.
The examples included in this tutorial use Miradi project data, but Data Views work exactly the same whether you are working at the project level or at the program level.
A standard set of Data Views provide a starting point for viewing data and can be customized in Miradi Share and saved for future quick access, or exported to Excel or as .csv files. Learn more about Data Views:
- Access Data Views in Miradi Projects and Programs
- Modify the Layout of Data View Tables
- Customize the Data Visible in Data View Tables
- Save Custom Data View Tables for Quick Access
- Export Data View Tables (.xls or .csv)
- Save Custom Data Views Tables as Highlights for Easy Access
NOTE: To render reports quickly, the Data Views are created from pre-loaded data tables rather than from the database that stores all online edits. For this reason, changes you make in your Miradi projects might not be immediately visible in the data views. Check the “Data as of” footer of each data view to see when the table was last updated (updates are triggered by online edits).
Access Data Views in Miradi Projects and Programs
Data Views are available under REPORTS & DATA > Data views, or from a dropdown menu in the upper right of the project or program home page.
Select one of the Data Views to access the standard table for that Data View. Each Data View includes a pre-defined set of data, and a subset of that dataset is exposed in the starter view. Miradi users can not add data to the standard dataset for each Data View, but users can customize the data that is visible online and in any exported .xls/.cv files.
Modify the Layout of Data View Tables
Any Miradi users that have access to view the data in a Miradi project can modify the arrangement of content in Data View tables to make the tables easier to read and explore. Note that to save the customized data view, a user must have Project Editor or Program Admin access or higher. See Save Custom Data Views for more information.
Expand column width to view more of the content within a table cell. Hover your cursor between two column names until the double-headed arrow appears, and then drag left or right to expand or contract a column. Click on a cell to view all of the cell data.
Rearrange the order of columns by dragging and dropping entire content sections (e.g. Strategy or People + Timeframe) or individual columns (e.g. Strategy Details, or Start Date) left to right.
Sort your data by clicking on the column header: Click once to sort ascending, click again to sort descending, click a third time to remove the sort.
Group data using the Columns tool, and expand / collapse group rows to make the tables easier to review. Open the Columns tool on the right, navigate to the column you want to use to group the data (e.g. Strategy ID + Name), grab the double-headed arrow and drag it to the Row Groups section.
Pin columns to the left or right to anchor them as you scroll through the remaining data.
Customize the Data Visible in Data View Tables
The standard Data Views include a subset of all the data available in a given Data View. For example, if we open the Columns tool in the standard Strategy + Activity Progress Table, we can see that only some of the data available for each strategy is visible (check box selected).
Miradi users can customize the data visible in a Data View table using a variety of tools:
- Add and subtract Miradi data elements using the Columns tool.
- Use the Filters tool to filter the Miradi project data that appears in the rows.
- Use the Search bar to quickly scan the visible data for a specific text string.
Note that any user who has view access to the Miradi project can customize the table, but to save the customized data view, a user must have Project Editor or Program Admin access or higher. See Save Custom Data Views for more information.
Add and Remove Miradi Data Elements Using the Columns Tools
To make sure your Data View table includes all of the data you would like to be working with, add and delete columns to your table, and filter the rows and specific data that appears. Use the Columns tools to add (or subtract) Miradi data to your table. Columns can be edited in bulk using the Columns tool on the right. For example, you might want to add the Strategy Details data, as well as more information about project resources.
Columns can also be managed using the tools in the header of each column. Hover over the column name until the tool menu (3 parallel bars icon) appears and select the Columns tool (9-square grid icon) to add or remove columns. In the example below, we remove Strategy Details and add Activity Outputs.
Filter Miradi Project Data Using the Filters Tools
Once you have edited the columns to make sure your table includes the desired types of Miradi data, use the Filters tools to further refine the Miradi content that appears in each row. The Filters tool on the right allows you to filter data, column by column. For example, you might want to filter your Strategy and Activity Progress Table to show only those Activities led by a specific staff member.
Data can also be filtered using the Filter tool in the column headers. Hover over the name in the column header, click on the tool menu (3 bars icon), and select the downward triangle to access the filters. Note that the filter icon (downward triangle) remains visible in any columns that have been filtered.
To filter the data in the entire table all at once, use the Search tool in the upper right.
Search Quickly for Text Strings
Use the Search bar in the upper right to quickly search for and dynamically filter the visible data using a specific text string.
Save Custom Data View Tables for Quick Access
Data Views can be customized by anyone with access to view Miradi project data, and Miradi users with Project Editor/Manager or Program Admin access can also Save customized data views. Saved custom data views are then accessible to everyone who has access to view Miradi project data.
Any customized views that have previously been saved are accessible in a few places in Miradi. Within the Data View itself, click the dropdown menu next to the table name and choose any of the other custom data views that are available for that Data View.
If custom views have been saved as Highlights, any viewers of the Miradi project data can access the custom views on the Highlights page in the Project Overview section. See more about Saving Custom Data Views as Highlights for Easy Access.
For users with appropriate permissions (Project Editor or higher, or Program Admin or higher), all Custom Data Views are also available in a table under the PROJECT ADMIN or PROGRAM ADMIN section.
Basic information about the Custom Data View can be edited by clicking the pencil icon next to the name of the Custom Data View. See more about Saving Custom Data Views.
Save your Custom Data Views
If you have appropriate permissions, you will see a Custom Data Views tool in the menu on the right side of your Data View tables.
Click the Custom Data View tool, choose whether to Save a New Data View, or modify a previously saved data view, and enter the information for your Custom Data View. Your new (or modified) data view will now be accessible in the dropdown menu at the top of the table, and everywhere else that Custom Data Views can be accessed (e.g. in the Highlights menu and under Report Management).
Export Data View Tables as .xls or .csv Files
All Data Views can be exported as spreadsheets (.xls or .csv) for editing in other spreadsheet tools. The data is exported as you see it on your screen; any customization of the data views is preserved in the export, including any changes to the columns, any filtering applied using the Filter tools, and any grouping.
To export your dataset, click the EXPORT button in the upper right, and select the preferred file format (.xls or .csv).
Save the file to your computer and open in Excel or another spreadsheet editor. When opened in Excel, the data grouping is preserved.
To export ALL of the data available in a particular Data View in its raw format, open the Columns tool on the right, select the top-most checkbox to select all of the columns, remove any grouped rows, remove any filters you have applied, and export your dataset.
Save Custom Data Views as Highlights for Easy Access
Custom Data Views can be saved as Highlights for quick access by anyone with permission to view Miradi project (or program) content. Highlights are located under REPORTS & DATA. In the example below, each of the named reports represents a Custom Data View, and the reports are grouped into Highlight frames.
Highlights based on Custom Data Views can be created and managed by any Miradi user with Project Editor (or Program Admin) access or higher. From the Highlights page, click on MANAGE HIGHLIGHTS in the upper right of the window, or go to the PROJECT ADMIN > Highlight. The full list of Highlights that have been created for a project or program are included, and any custom data views included as highlights are listed on the right.
To create a new highlight frame, select + ADD HIGHLIGHT, and work through the steps to name your highlight frame, add a description, and select the custom data views to include. Once you have created the highlight, it will be available in the Highlights Manager under PROJECT ADMIN and under REPORTS & DATA. To access any of the Custom Data Views from the Highlights page, simply click on the name of the custom data view.
To edit an existing Highlight, including changing the name, the description, or the Custom Data Views included in the Highlight, go to the Highlights Manager under PROJECT ADMIN and use the Edit pencil to the left of the Highlight name.
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