Grid Visualization

Grid visualization is the most basic visualization for displaying data in Gathr Analytics. It is a simple arrangement of rows and columns.

Configure Grid Visualization

  • Select your Grid visualization and open the Visualizations Panel.

The following configuration options are available for your Grid:

  1. Data Configuration: It lets you manage columns in your Grid:

  2. Visual Configuration: It lets you configure the visual appearances and interactions of the Grid.

  3. Visualization Level Filters: It lets you filter the data in the Grid without impacting other visualizations.

Refer here to learn more about Visualization Level Filters.

Data Configuration

  • Click on the icon for data configuration options.

Columns

You will see the columns in the Grid as per their order in the list of columns in the Visualizations Panel.

You can perform the following operations on columns.

Add Column

  • Drag the desired column from the Data Panel and drop it onto Visualizations Panel’s “Columns” section. You can also type the column name in the Data Panel to quickly find it.

Note: You can add a maximum of 70 columns to a Grid.

Edit Column Name

  • Click on the column name or the icon and type in the new column name

Remove Column

  • Click on the icon to remove a column from the Grid.

Reorder Columns

  • Select the column and drag it to the desired position and drop it.

Conditional Formatting

This allows you to show an image with your data by applying certain conditions. Multiple conditions can be combined as well.

To apply conditional formatting:

  1. Click on the icon next to the column and select ‘Conditional Formatting’.

  2. Format Column dialog box opens, you can Upload Image from any of the following ways:

    • Choose Library and click on Search Image to select an image pre-bundled with Gathr Analytics.

    • Choose File and click on Upload File to select a file from your system.

    • Choose URL and Enter Image URL.

  3. To Set the image Layout:

    • Select the Show Data with image checkbox to display data as well as the image.

    • Select a radio button to show data before/after the image.

  4. Define the conditional formatting rule:

    • Select the criteria from the drop-down.

    • Provide threshold value.

An example of a conditional formatting rule is:

If any value in the column is greater than 10 then place an icon next to the value.

By applying this rule, you’d be able to see the values that meet this condition.

  1. Go to Text and apply the Text on the following:

    • Select a radio button to apply the text on a Cell or Row.
  2. Select a Text Style as per your requirements.

  3. Enter the text to displayed in the Pivot chart, click on ‘Apply’ and close the Format Column dialog box.

  4. This icon indicates that the conditional formatting is applied to the column.

Update Conditional Formatting:

To update the condition for a column:

  1. Click on the icon and select Conditional Formatting.

  2. Change the criterion or Format style.

  3. Go to Text and click ‘Apply’.

Note: You can view the condition or criteria or format style changes listed on the left side panel below Applied Rules as highlighted in the image below.

Remove Conditional Formatting

To remove a condition:

  1. Click on the icon and select Conditional Formatting for the desired column. Format column dialog opens.

  2. Hover over the criteria below Applied Rules and click on the icon to remove the condition.

Sorting

Sorting allows you to change the order of data making it easier to find what you’re looking for. You can do a multi-column sort on a Grid e.g., the first sort on ‘Assignee’, and then on ‘Priority’.

Add Sorting Levels

  1. In the ‘Sorting’ section, click on ’ Add Level’. A sorting level will be created.

  2. Select the column to sort on from the drop-down.

Note: You can only sort on the columns present in the Grid.

  1. Click on the Sort Order Ascending , descending icons to toggle the sorting order.

  2. Repeat these steps to add multi-column sorting.

Reorder Sorting Levels

The order of columns in the Sorting section defines the order of sorting in the Grid.

  • Drag and drop columns in the sorting section to change the sort order.

Remove Sorting Levels

  • Click on the icon to remove the sorting level.

Visual Configuration

  • Click on the icon for visual configuration settings.

Column Header

Select a Column Header, and change the Font Size, Header Outlines, Outline color, etc. as shown below:

  • Toggle Hide header to show/hide column header.
  • Set the Font Size.
  • Click on the color and select a Font color from the color grid. To restore the default color setting, click ‘Reset to Default’.
  • Select Header Outlines from the dropdown.
  • Set Outline Thickness.
  • Click on the color and select a Outline Color from the color grid. To restore the default color setting, click ‘Reset to Default’.
  • Set Header Padding.

Column

  • To show/hide Show Grid Lines, click the toggle switch.
  • Set Grid Line Thickness and Grid Line Color.

Field Formatting

Select the Header Outlines such as “Header_Name” and its fields such as Font Color, Background Color, Show Chip and Alignment as shown below:

Row

  • To show/hide a Grid Lines in a Row, click the toggle switch.
  • Click on the color and select a Row Color from the color grid. To restore the default color setting, click ‘Reset to Default’.
  • Toggle to show/hide, Show Alternate Row Color.
  • Click on the color and select a Alternate Row Color from the color grid. To restore the default color setting, click ‘Reset to Default’.
  • Set Row padding and Row Spacing.
  • Toggle to turn on/off, Row Selection and Cell Selection.

Column Value

  • Change/update the Column Value fields such as Font Size, Font Color, Outline Thickness, etc.
  • Set Font Size and Font color.
  • Click on the color and select a Alternate Font Color from the color grid. To restore the default color setting, click ‘Reset to Default’.
  • Select Column Name from the dropdown.
  • Set value in decimal places.
  • Select Grid Outlines from the dropdown such as None, Bottom Only, Top only, etc.
  • Set Outline Thickness and Outline Color.
  • To hide columns containing NULL values, select from dropdown of Hide Null Column.

Container Information

  • You can enter the details of a container in the Container information and customize its text for Font, Size, Color, etc.

Container Styles

You can customize your container styling using below settings:

  • Select margin top, right, bottom, left.
  • Enter contatiner title text and sub-text.
  • Choose border radius, Shadow, and background color.
  • You can now style your container using gradient option by clicking on toggle, it further allows to set degree, minimum and maximum color, minimum and maximum value.

Container Settings

  1. To show/hide the header, Show Title, Show Record Count, Show Full Screen and Show Overflow Menu, click the toggle switch.

  2. To show/hide the Show Header Drilling Buttons, Show Drilling Breadcrumbs, Show Re-execute, Show Add/Edit filter, Configure Columns in App, Clear Selection, Show State, click the toggle switch.

  3. You can choose states such as Aborted, Failed, Processing etc.

  4. To show/hide Show Warning, Scroll Permanently Visible and export data click on the toggle switch.

  5. Turn on the toggle switch to show the border for the container. Change the border color, style and width as shown below:

  1. Choose selection outline to Auto, Visible or Hidden.
  2. Select border options, Bottom, Left, Right or Top, which will further provide options to customize Border Color, Border Style and Border Width.
  3. Toggle to make Scroll Permanently Visible.
  4. Toggle to Export Data.

Operation States Messages

Add/edit the Operation States Messages such as No Data message, No Data details, Waiting message, Waiting details, Manual Waiting message, Manual Waiting details, Processing message, Completed Message, Completed details, Failed Message, Failed details, Abort message and Abort details to provide a concise information about operation states.

Formulae States Messages

  • Add/edit the States Messages such as Waiting message, Waiting details, Processing message and Processing details to provide a concise information about Formulae states.

Refresh Rate

  • Change the Refresh Rate such as Low, Medium, High resolution to display updates in your application.

The following figure shows the effect of various Visual Configuration settings in the Application.

Visual Interactions

  • Select the Command, Target Behavior and Scope for coordinated visualization from the below settings.
  • To show/hide Left Click Menu items select left click menu action items such as Create Story Point, Keep only, Exclude, Favourite etc.
  • To navigate to another page, click the toggle switch.

To learn more, refer to section- Configure Coordinated Visualization.

Configuration Options in Full-Screen Mode

Visualization can be seen in full-screen mode by clicking on the icon.

Note: Visualizations Panel is not accessible in full-screen mode.

  1. Click on the icon at the top-right corner of the container.

  2. Click on ‘Configure View’ from the overflow menu.

  1. A pop-up form with all the relevant configuration options will appear.

  2. Configure your Visualizations and click on ‘Apply’.

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