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Planview Customer Success Center

Working with Tables

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Tables, such as the ones on the Home, Projects, and Portfolios pages, appear throughout Planview Advisor. You can configure and filter all of these tables to quickly locate the items you need.

The follow list of controls are shared by all tables in Planview Advisor.

Table Controls

Control Location on Table Description
Field Chooser Three vertical dots in the upper left corner of the table.

The fields visible in the Field Chooser can be added as columns to the table. If there are no fields in the Field Chooser, then all available fields are visible in the table.

Fields are grouped together by type (numbers, text, and date).
Filter Funnel icon in column headers

Click this icon to filter the table by a criterion you choose. The criterion available will vary by field type.

You can have active filters in multiple columns simultaneously. Only items that match all of the filters will be displayed in the table.
Sort (ascending) Up-facing triangle in column headers

Click this icon to sort the table by the values in its column in ascending order.

Only one sort option can active at time.
Sort (descending) Down-facing triangle in column headers

Click this icon to sort the table by the values in its column in descending order.

Only one sort option can active at time.
Set/clear Subtotals Plus icon in column headers Clicking the plus icon adds a subtotal to the bottom of column. Clicking it again hides the table to show only the subtotal. Clicking it a third time hides the subtotal and shows the normal table.
Page Controls Adjacent to the Field Chooser

Each table has the following page controls:

  • Jump to first page. Appears as the numeral 1. When active, the numeral is in a gray circle.
  • Previous page. Appears as a left angle bracket. When active, the angle bracket is in a gray circle.
  • Page indicator. Appears as a gray pill. The bold number in the pill is the current page number. It also displays the total number of items in the table. You can click the page indicator to set the number of items per page.
  • Next page. Appears as a right angle bracket. When active, the angle bracket is in a gray circle.
  • Jump to next page. Appears as a numeral. When active, the numeral is in a gray circle.

Using the Field Chooser

To add a field with the Field Chooser:
  1. Click the Field Chooser icon.
  2. Locate the field you want to add to the table. There are multiple ways to do this.
    1. You can use the search box in the upper-left corner of the Field Chooser.
    2. You can filter the available fields by type (number, text, and date) using the buttons to the right of the search box.
  3. Add the field to the table. There are multiple ways to do this.
    1. Drag the field from the Field Chooser and into the header row of the table.
    2. Select a field and click one of the arrows at the top of the Field Chooser. The left arrow adds the field to the front the table. The right arrow adds the field to the back of the table.

                 

      NOTE

      You can select multiple fields by holding either Control or Shift while clicking on fields. Clicking either arrow will add all selected fields to the table.

                 

    3. Hold the Alt key and left-click on the field.
  4. Click the X icon in the upper-right corner to close the Field Chooser.

Your selected fields will be added as columns to the table. You do not need to add a field to the table to sort or filter by that field.

To sort and filter the table with the Field Chooser:
  1. Click the Field Chooser icon.
  2. Locate the field you want sort or filter by. There are multiple ways to do this.
    1. You can use the search box in the upper-left corner of the Field Chooser.
    2. You can filter the available fields by type (number, text, and date) using the buttons to the right of the search box.
  3. To filter the table, click the funnel icon next to the field name.
  4. To sort the table, click the one of the triangle icons next to the field name.
  5. Click the X icon in the upper-right corner to close the Field Chooser.

The table will be sorted or filtered by your selections in the Field Chooser.

To remove a column from the table, use one the following methods: 
  • With the Field Chooser open, drag a column header from the table to the Field Chooser.
  • Right-click a column header and click Remove Column.