Working with data

Overview of data views, budget spreading and charts.

• Overview of Data Views

• Overview of the Data Explorer

• Overview of the Member Explorer

• Using the Data Explorer

• Using the Data Explorer Navigation Tree

• Using the Member Explorer

• Viewing an Existing Data View

• Changing the Data View Display Mode

• Selecting an Existing Data View

• Creating a New Data View

• Spreading Data for Budgeting and Forecasting

• Creating Charts (Visual Data Discovery)

• Customising Data View Charts

• Cloning a Data View

• Saving a Data View

• Sharing a Data View

• Downloading a Data View as a PDF

• Sending a Data View to Microsoft Excel