Overview
Views allow you to build custom workflows and reports on Toolio. Using views you can customize metrics, attributes, conditional formatting, time frames, selected scenarios, information layout (e.g. pivoting) and many other properties of the Toolio Grid.
Below are the cross-module capabilities that are supported using views.
View Options
View options allow users to manage the views, with the following capabilities.
View Option | Use Case |
Save | Saves the view edits, such as filter selection, group selection, etc. on the view |
Save As | Creates a copy of the view with a new name |
Rename | Update the name of the view |
Set As Default | Makes the view the default view that shows up when the module is loaded. You have two options - Set Default for me and Default for Everyone. |
Change Section | Allows you to change the view section of the current view. |
Delete | Deletes the current view. |
Hide / Unhide Columns
In each of the views, you can hide / unhide columns. This is especially useful in a pivot view, when you have Time Groups as columns, and you might want to show Time Groups only for some of the metrics.
After making changes on which columns are exposed, you must save your changes to the view, so that these changes will be preserved. Also, if you change column grouping after making column selections, the Hide / Unhide configuration will be dropped, since column definitions will have changed after changing groupings.
Conditional Formatting
You can set conditional formatting rules to highlight important data like exceptions, inputs & outputs or visual separators on all views. See here to learn more.