Menu Bar

Orgvue menu options

From the menu bar you can access the following menus and sub menus

Select the links below for more detail on each menu option

1. Menu Button
   • Organization Modelling
   • Settings
2. • Return to Landing Page
3. Data Menu
   • Save
   • Save as...
   • Manage Properties
   • Data Cleaning
   • Revert Changes
   • Reload
   • Trigger on demand
   • Paste Merge
   • Export to CSV
   • Export to TSV
4. Pack Menu
   • Save
   • Save as...
   • Undo
   • Redo
   • Configuration
   • Reference data
   • Replace missing properties Admin Only
   • Export to PPTX
   • Export to PDF
5. Modelling Menu
   • Import Changes

Data Menu

The Data Menu Contains:

1. Save
2. Save as
3. Manage Properties
4. Data Cleaning
5. Revert Changes
6. Reload
7. Trigger on demand
8. Paste Merge
9. Export to CSV
10. Export to TSV

If you are the owner of the dataset or have been given rights to edit the data, then any changes that you make to the dataset may be saved using the save options and this will overwrite the previous data

If you wish to preserve the original data and create a copy of the original with any changes, then the save as option should be used

Any unsaved changes to the data may be undone by using the Revert Changes option

Data Save

The save option is accessed from the Data option on the menu bar or the keyboard shortcut CTRL + S (CMD S for Mac) may be used

The option to save the data will depend on the user’s access level to the dataset and any unsaved changes that have been made to the dataset

tip

Attempting to edit data for any duplicate nodes in your dataset will block the ability to save your dataset regardless of access levels.

Each node in your dataset must have a unique ID to allow editing

The Save function will overwrite the open dataset with any changes as displayed in the changes section of the footer

If the user does not own or have edit rights to the dataset being accessed, then this will be indicated by the Read Only message being displayed in the header bar

When using the Data - Save option a summary of changes will be displayed as well as confirming the last modification date & time

caution

Once a dataset has been saved with any changes, the footer bar will reset and reverting changes will not be possible

Data Save as

Selecting the save as... option from the menu bar will open the save as window where you choose to either save a copy of the dataset with any changes without altering the base

Or you can choose to save as the dataset as a draft so that any changes may be imported into other datasets

For more detail on Drafts see Drafts

tip

When using the Save as option to create a copy of a dataset any property tags and alternative property keys will be copied from the source dataset however neither dataset permissions, property permissions or dataset tags will be copied

The creator of the copy will then effectively become the owner of the dataset and therefore inherit admin rights for all properties that they had access to in the source dataset

To view a video on the difference between Save and Save as click the thumbnail to open the video in a new browser tab

important

It is not possible to use the Save as option when working with linked datasets.
It is however possible to save as the From and To datasets, but they will need to be linked in with the original links dataset first exported to csv and then

Reload

The option to Reload data is useful when changes have been made to the dataset within the Property Manager while the dataset is open on workspace

Selecting either:

• A. Reload option on Data menu
• B. Reload button

Will reload the data for the current dataset and apply any changes made since dataset was last opened or refreshed

Trigger on demand

Select this option to run any On demand expressions in the dataset

See On Demand Expressions for more details

Export Data to CSV or TSV

Data from a dataset may be exported directly from Orgvue workspace to a CSV or TSV file for use outside Orgvue

To export the content of a single slide see Export Canvas Content

To export the data from a dataset, select Data from the menu bar then Export to CSV or TSV as required

This will open the export panel which contains the following options:

1. File Name for .csv export
2. File type selector: csv or tsv
3. Checkbox option to include timestamp in filename
4. Data: Export All Data or Current Slide Data only
5. Nodes: Select All Nodes or Selected Nodes. See Selecting Nodes for details on the various methods available to select nodes in Orgvue
6. Properties: Choose to export All Properties in your dataset or Selected Properties only. See the Editing Nodes section for details on how to select properties
7. Formatting Columns Headers: Select to use Property keys or Display names as columns headers in your exported file
8. Property order: Set the order of properties in your export. Select from Use order defined in settings, Alphabetically (A-Z) or Alphabetically (Z-A)
9. Give feedback: Tell us how you feel about the new export controls
10. Download: Download export with selected settings

To adjust the order of properties using the Property Manager in Settings see

For detail on the different ways to select multiple nodes for export see Selecting Nodes

Pack Menu

A Pack is a collection of Slides which are displayed on the left-hand panel, on the left-hand side of the canvas

You can save your Packs and then access them directly from the Landing Page

You have the following options from the pack menu:

1. Save
2. Save as...
3. Undo
4. Redo
5. Configuration
6. Replace missing properties Admin Only
7. Reference data
8. Export to PPTX
9. Export to PDF

Pack Save

The save option will update a previously created pack configuration including any changes replacing the existing pack. This will include the dataset currently being viewed or any applied filters

Pack Save as

The Save as... option is used when saving a new pack for the first time or when you wish to create a copy of an existing pack to make changes while preserving the original pack

Selecting the Save as.. option will open a dialogue window which will enable you to enter a name for the pack

Creating a copy of a pack using the Save as option will copy all tags, visible pack permissions and pack properties from the source pack

You can also rename a Pack by double-clicking on its name in the Header, pressing the Enter key and then using the Save button to save the new name

Undo

Any changes made to the configuration of a pack (e.g. changing colors, adding or removing slides, filters and paging) since the pack was opened, can be undone using the Pack – Undo option from the menu bar

This will also undo any changes that have been saved since the pack was opened. The Undo and Redo options only applies to the configuration of the pack and not to any changes to the data

important

It is not possible to specify which individual changes are undone

Redo

Any changes that have been undone using the Undo option can be re applied using the Redo option

Changes can only be undone and redone whilst the pack remains open. Once the pack is closed and reopened, any previous changes are no longer available to undo