Views are on-screen displays of performance calculation data. You can customize a view by status, entity, effective date, frequency, and other criteria. Each row in a view represents the performance calculation results for a single entity across specific effective dates. There are two categories of views listed under My Views in the right navigation: ■
- Views. You are the owner of these views. As the owner, you can edit, delete, transfer ownership, and migrate the view.
...
- Published Views. You have been granted access to these views by the owner of the view. You can submit a published view but you cannot modify it. However, you can duplicate the view and rename it to create your own view and change the filter criteria.
| Anchor | ||||
|---|---|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
When you submit a view, an SQL query retrieves performance calculation data based on the criteria defined by the owner.
To submit a view: 1. From
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
...
- You see the Commit Journal workspace displaying a list of available views in the right navigation.
...
- Select a view.
...
- Click Submit View on the ribbon. Or, double click the view.
...
- You see the selected view in the workspace.
| Anchor | ||||
|---|---|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
Whether you are the owner or not, you can adjust how the view is displayed in the workspace. Creating groups and sub-groups or changing the arrangement of columns does not change the view itself.
The following are the view configuration options: ■
- Group. Click a column header and drag it to the place labelled Drag a column here to group.
...
- Sub-group. Click a second column header and drag it next to the first header.
...
- Remove a group. Click the X next to the column header.
...
- Collapse a group. Click the up arrow next to the group header.
...
- Expand a group. Click the down arrow next to the group header.
...
- Change column order. Select a column header and drag it to a new position.
...
- Create default view. Click the Make this my default view check box.
– The next time you log on, you will see the results arranged according to your specifications.
...
- Change column sort order. Click the column header to sort in descending or ascending order.
| Anchor | ||||
|---|---|---|---|---|
|
...
You can use a variety of filters to find specific text in a view.
To find text in a view: 1. From
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
...
- You see the Commit Journal workspace displaying a list of available views in the right navigation.
...
- Select a view and click the Submit View icon on the ribbon.
...
- You see the selected view in the workspace.
...
- Click Find on the ribbon.
...
- You see a search entry field.
...
- Type text in the field.
...
- You see the matching text highlighted in the view. This is the default option.
...
- To change the search option click the down arrow next to the field.
...
- Options include:
– Match Whole Word Only
– Match Case
– Highlight All
– Clear All Highlighting
– Show Matches Only
– Match Prefix
– Match Suffix
– Match in Select Column
...
- Select an option.
...
- You see the result in the view.
| Anchor | ||||
|---|---|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
You can print the contents of a view.
To print a view: 1. From
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
...
- You see the Commit Journal workspace displaying a list of available views in the right navigation.
...
- Select a view and click the Submit View icon on the ribbon.
...
- You see the selected view in the workspace.
...
- Click Print on the ribbon. Options include Print and Print Preview.
...
- Select an option.
...
- If you selected Print, you see the print dialog box.
...
- If you selected Print Preview, you see the data in a separate window.
...
- In the print dialog box select a printer and set other options as needed.
...
- Click OK.
| Anchor | ||||
|---|---|---|---|---|
|
...
You can export a view and save the data as a document in Office XML, CSV, or text format.
To export a view: 1. From
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
...
- You see the Commit Journal workspace displaying a list of available views in the right navigation.
...
- Select a view and click the Submit View icon on the ribbon.
...
- You see the selected view in the workspace.
...
- Click Export on the ribbon.
...
- You see the selected view in the workspace.
...
- Options include:
– Excel (Office XML)
– Excel (CSV)
– Text (TXT)
...
- Select an option.
...
- If you selected Office XML, you see the file open in Excel.
...
- If you selected Text or CSV, you see a dialog box to save the file as a text or csv file.
...
- Save the file.
| Anchor | ||||
|---|---|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
You can send an email of a view as an attachment in Office XML, CSV, or text format.
To email a view: 1. From
- From the Performance Center window, click the Performance Desk and click Commit Journal in the left navigation.
...
- You see the Commit Journal workspace displaying a list of available views in the right navigation.
...
- Select a view and click the Submit View icon on the ribbon.
...
- You see the selected view in the workspace.
...
- Click Email on the ribbon.
...
- You see the Email dialog box.
...
- Enter one or more email addresses. Separate multiple addresses with a semicolon (
...
- ";").
...
- Click Add.
...
- You see the email addresses in the workspace. To remove an address, click the X next to the recipient.
...
- Select an Attachment Format.
...
- Options include:
– Excel (Office XML)
– Excel (CSV)
– Text (TXT)
...
- Click OK.
...
- You see a confirmation that the email is being processed.
...