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List View Overview

226 bytes added, 17:18, 13 June 2019
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:: [[File:Portal pie chart.png|400px|border]]
You can enter into a record by clicking its column/slice (depending on which Chart Type is displayed). This will open a list display of all the associated records in that column.  To navigate further utilize the interactive list view chart, simply click on the icon buttons that appear on the top right of the visual.
:: [[File:List view view options.png|border]] 
::: [[Image:ichart-list-view-defaultChart.png|link=|600px|border]]
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* '''List View''': Displayed as a basic list  view. 
:*: [[Image:ichart-list-view-defaultLV.png|link=|600px|border]] : * ** '''Table''': Displayed as tabular data.:**: [[Image:ichart-list-view-defaultTable.png|link=|600px|border]] **
==Helpful Tips with List Views==
===Accessing the List View Configuration Page===
Most list views can be edited on the fly, by clicking the '''wrench icon '''next to the name of the list view.
**:::: [[File:Edit list viewes.png|300px|border]]**
Clicking the wrench will bring you to the [[List View Overview#Configuring List Views|configuration]] page for that record. 
A [[:Category:Reports|report]] is needed if your situation includes at least one of the following criteria: 
**:::* You need more than 30 columns**:::* You need formulae or calculations**:::* You need more complex aggregations than a simple total (e.g. count distinct, minimum, maximum, sum, group by, total by) **:::* You need an OData connection or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]] 
'''Notes: '''
**:::* [[:Category:Reports|Reports]] are more sensitive:**:::** only 5 criteria are permitted compared to limitless criteria on a List View **:::** requires more knowledge of SQL and reporting (although fine if a user is familiar with MS Access or Tableau) **:::** less dynamic 
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==See Also==
**:::* [[Portals]]**:::* [[:Category:Reports]] **:::* [[Portals#List View and Mixed Record Type|List View and Mixed Record Type]]**:::* [[Configuring Interactive List View Charts]]**:::* [[Adding Form Fields to a MS Word Document#Preparing Template for List View Export|Preparing Existing Word Template for List View Export]]
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