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Infoveave Help

Introducing List Views

Infoveave allows you to build and manage a view over the List created through SQL queries on existing Datasource.

Steps to Creating List View List View

  • To create List View in Infoveave over any existing Datasources, click on Studio List View.
  • All List Views, created by you or shared with you will be displayed under the tabs My List View and Shared List View respectively.
  • To create a new List View, click on New List View.

Selecting and Configuring List View

  1. Selecting the required preconfigured List from the drop-down menu on the List View dialogue box.
  2. Choosing the List and clicking Continue.
  3. Assigning a Name to the new List View.
  4. Giving the List View Description (if necessary).
  5. Checking the Load only when filters are applied, when handling large amounts of data, for faster screen load.
  6. Using the Name option to change/customize the name of the columns to display.
  7. Using the Display field to select the columns required in the View option.
    • To choose every column listed, checking the Display option.
    • You can also manually pick the columns required from the list.
    • A minimum of one column must be specified in the List View to display.
  8. Configuring the searchable columns for filtering in the View option.
    • To make every column searchable, checking the Allow Search option.
    • You can also manually pick the columns required from the list.
  9. Clicking + Add Filter to add the conditional filters on the listed columns.
  10. Depending on the column’s data type (date, measure, or dimension), distinct conditional filter choices are available
    • Date Columns
      • Resetting Clear any existing date filters applied.
      • Equals Display entries matching a specific date.
      • Not Equals Show entries excluding a designated date.
      • Greater Than Present entries occurring after a specified date.
      • Greater Than or Equal To Include entries on or after a given date.
      • Less Than Display entries preceding a chosen date.
      • Less Than or Equal To Include entries on or before a selected date.
      • In Range Show entries within a defined date range.
    • Measure Columns
      • Is One Of Display entries with values matching selected options.
      • Is Not One Of Show entries with values not included in chosen options.
      • Greater Than Present entries with values surpassing a specified threshold.
      • Greater Than or Equal To Include entries with values meeting or exceeding a defined value.
      • Less Than Display entries with values lower than a designated limit.
      • Less Than or Equal To Include entries with values meeting or falling below a set value.
      • In Range Show entries with values falling within a specified range.
    • Dimension Columns
      • Is One Of Display entries matching selected dimension options.
      • Is Not One Of Show entries excluding chosen dimension options.
      • Contains Present entries containing specific text or values.
      • Does Not Contain Show entries excluding those with designated text or value.
  11. Clicking Download to download the customized list view with the chosen columns and filters applied as an Excel file.
  12. Clicking on Save to store the configured List View.