11 Visual Ways to Access Your Data

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Martin Večeřa

There are 11 visual ways to access your data. Your data are always stored in tables that are very similar to sheets in your favorite spreadsheet editor. Lumeer even offers you the same freedom and flexibility setting up individual table columns.

On top of the tables, there are various visual views. It is like observing your data from different perspectives or using different glasses.

Let’s see what are the basic visual ways to access your data.

Visual Views to Access Your Data

Search View

The Search View shows all the data stored in your project in Lumeer. This is the basic way to access your data when you login to the application.

In the Search View, you can search for any items like tables, records or views. It also shows a list of all your stored views.

search view as the basic way to access your data

In the Search View, you can create new tables and access table configuration.

create a new table in the search view

You can also mark some views as favourite and store them in bookmarks.

mark a view as favorite

The Search View works as a home screen and you can always get to it by clicking on the Lumeer icon in the top left corner.

how to get back to the home screen

For more information see Using the Search View.

Table View

The Table View is the most common way to access your data. It is used when you click on any table in the Search View.

The Table View can display your data (records) in a tabular form like you are used to from Microsoft Excel or Google Sheets.

It is an ideal place to get your data into shape after importing them from a CSV file.

table view

In addition to basic spreadsheets, Lumeer can link tables together or set column types. To make sure your data have the format as expected.

The number of tables linked together is not limited. However, for a meaningful usage, we recommend using maximum of three or four linked tables in the Table View.

table view manipulation

A table support hierarchies and advanced filtering using the query bar at the top. Columns can be dragged around, or completely hidden.

There is a possibility to add columns between two linked tables. This means that the values are stored within the connection between two lines.

A typical example for that is a table with orders and a table items in the warehouse. For every order, we need to specify the number of particular items. This goes on the link between the two tables.

Moreover, Lumeer understands the meaning of data in individual columns. That way, the application offers you the right tools to work with data in a meaningful manner. For example to group date values by month and year.

For en example of how to use tables, have a look at the Work Tracker project template.

If you want to learn more details about using Tables see Using the Table View.

Workflow View

In the Workflow view, you can filter, sort, or group your work items. It is also possible to quickly switch between the details of the items, see linked records and manipulate with links, comment on the work items, and see their audit log (history of changes).

Moreover, you have a full control of what attributes (columns) are displayed where.

The Workflow view also allows you to display several different tables on a single screen.

using the detail panel

The core value of using the Workflow view is in the detail panel. In this detail panel, you can find everything about the selected record. For your convenience, you can resize the detail panel as needed.

One of the recent additions to the Workflow view is a full support of collapsible hierarchies. This is especially useful for subtasks.

managing subtasks and other hierarchies in the workflow view

For more information on all the details of the Workflow View see Using the Workflow View.

Detail View

The Detail View inspects items, as its name suggests, in their full detail. It is similar to a card file.

You can select individual cards from the list at the top. All values can be updated. Data types and functions can be configured there as well.

working with work items in the detail view

It is possible to walk through many items and update them in a row.

There are also linked items displayed at the bottom. It is possible to link other items, unlink existing, or follow the links and open linked items.

one of the visual ways to access your data is the detail view

For more details on this visual way to access your data see Using the Detail View.

Board (Kanban) View

The Board View shows items on a board organized in columns. The columns are labeled according to values of any of the document attributes.

Most typically, the columns are created for each task state, or for assignees. Or even for sprints among which we reorganize tasks.

Use cases for a (Kanban) Board can be:

  • tasks or projects by states
  • tasks by assignees
  • tasks by sprints
  • prospects or clients by stage

Simply anything that needs to be visually divided into groups and moves between the groups. The moves between the columns in a board view resemble transitions between process states. That way, a workflow can be implemented.

board view detail

For each column, you can see how many cards there are (in its footer). Also select an attribute that you want to aggregate for each column (e.g. time spent, budget, story points…) in the column header.

configuration of the kanban board view

You can select an attribute with the due date which then shows us Due soon and Past due warnings.

By setting which columns represent the done state you switch off Due soon and Past due warnings for those particular columns.

configure board view details

The columns can be reordered by a mouse drag. Individual items can be dragged between columns.

move cards around

Values on the cards can be directly edited. Changing the value that determines the card column position will move it automatically.

board view edit values

Configure the attributes visible on the cards as well as their order.

switching attributes

An example of the Board View usage can be found in the article How to track progress of a project on the board.

To learn all the details about the Board View see Using the Board View.

Timelines View (Gantt Chart)

The Timelines view (or so called Gantt Chart) is an exceptionally powerful type of view because it allows us to see 7 various attributes of every single record/row/item.

Timelines View is typically used to display:

  • tasks,
  • projects,
  • orders,
  • resource utilization (e.g. hotel room bookings),
  • planned events etc.

There are even ways to display more than 7 attributes as noted below. What we can see at once and how we can update the values in Lumeer?

Item description (e.g. task name) – can be updated in a detail dialog opened by a double-click.

item edit

Start date – can be updated by a mouse drag and drop.

End date – can be updated by a mouse drag and drop.

Progress – can be updated by a mouse drag and drop.

timelines view move around

Color (e.g. task state) – can be changed automatically upon reaching 100% progress or in the detail dialog. Timelines view can work with selection, checkboxes, colors, and progress attributes.

color change

Hierarchy or dependencies between items, displayed as links – can be updated by mouse dragging.

timelines view links

Categories or swimlanes – in theory there can be an unlimited number of categories and sub-categories can be changed by dragging items between categories. Btw. Timelines view can add any number of category attributes.

timelines view drag features

A new item can be added to the Timelines view by a single drag and drop in an empty space on the timeline.

edit item detail

For your convenience, you can also change the displayed granularity as days, weeks, months etc.

timelines view granularity

The Gantt chart is demonstrated in its entirety in the Remote Work template for example. Give it a try today!

Integrations allow synchronization with other planning applications.

For all the details and possibilities of the Timelines View see Using the Timelines View.

Calendar View

The Calendar View displays items in a calendar, and an agenda (list). These can be events, tasks, bookings, deadlines, order arrivals etc.

Multiple types of items from various tables can be mixed in a single calendar giving the big picture and detailed overview of the whole situation.

The items can span several days and can be moved by a simple mouse drag.

calendar overview

New items can be added by clicking anywhere in the calendar, existing items can be updated in their full detail by double clicking on them.

event details

The calendar allows various levels of granularity (months, weeks, days, task list). When opening a Calendar view, it can automatically scroll to today or to the last saved position.

calendar and agenda view

The agenda view (as shown above), can be very efficient when fulfilling orders, one by one in a timely manner. Or to simply view your whole day agenda.

A special feature allows using column groups in the Calendar view. This is useful when comparing calendar of various people, teams, resources etc.

For example, in our Wedding Planning Template, the calendar groups are used to display actions of individual wedding guest groups.

calendar with column groups

The same event can be present in multiple columns if it affects the same groups.

Integrations allow synchronization with other calendar applications.

For all the information on Calendar View see Using the Calendar View.

Chart View

The Chart View has the same advanced data aggregation abilities as the Pivot Table View (see below). It just displays the results in a chart. At the moment, this can be a line chart, a bar chart, a pie chart, and a bubble chart.

chart view mupltiple types of charts

We are adding more chart types to the Chart View as per user requests.

There can be two independent Y axes in a line or bar chart and the chart is interactive. It can be zoomed or scrolled by mouse.

chart view manipulation

Even the data points can be directly moved by a drag of a mouse when they do not come from an aggregation of several values.

line chart view

The chart can aggregate data across connected tables. It means that one table can contain the data sets and the other one can hold individual values for the data set. Multiple data sets can be displayed at once.

bar chart view

Another type of supported Chart View type is a bubble chart that can be used to display one more visual attribute. That is a size of the bubbles. This is useful for visually demonstrating employees efficiency as a punchcard.

bubble chart

The Chart View can of course work with most data types like number, percentage, duration, date and time, selection, email, color and checkbox.

For more detail on setting up the Chart View see Using the Chart View.

Pivot View

The Pivot Table View is the most advanced pivot table we are aware of. It can aggregate on multiple levels and sort items. Filtering is provided through Lumeer’s built-in query system.

pivot table view

Moreover, the Pivot Table View can handle attributes like dates in a natural way and offers you aggregations by months, days of week, hours of day and many more.

There are also some advanced configuration options for specific column types. In the case of duration, you can configure the maximal time unit used to aggregate the values (like hours, so that days and weeks are computed as hours).

pivot table view data aggregation

Available aggregation options are: unique values, count, average, minimum, maximum, and sum.

Pivot Table view also respects the visual representation of individual data columns – e.g. tags for selection, user icons, checkboxes etc.

Columns and rows can be sorted. It is also possible to display relative values – percentage of column, row, or all the values in the pivot table.

We have created a lot of useful material about Pivot Tables and how to work with them:

For all the details on configuring the Pivot Table View see How to create a pivot table on a few clicks.

Map View

The Map View displays addresses and geographical coordinates on a map. Multiple tables or sources of location can be used at the same time and mixed on a single map.

This is especially useful for locating several resources, like vehicles, warehouses, delivery addresses, remote employees, office locations etc.

map view settings

The detail of each item can be directly edited by a double click.

map view edit detail

The items on a map can be moved by a drag of a mouse. In the case of address fields, a new nearest address is assigned automatically.

map view move location

Worldwide address systems are supported.

Custom Layer in Map View

For specific cases, like very detailed maps of specific locations or buildings, it is possible to use you own layer in the map view. The layer is specified in the form of an address (URL) to the file.

Such use cases typically include tasks bound to a given location. These can be maintenance tasks, conference venue tasks, construction work etc.

In the image below, you can notice maintenance tasks on a conference venue map. The pins are colored according to the task state.

map view custom layer

We recommend using vector graphics (SVG) in map view for the best performance. However, JPG and PNG is also supported. The layer size limit is 20MB.

We also recommend checking the configuration of the CORS headers of the server hosting your map files.

For all the details on setting up the Map View see Using the Map View.

Form View

Using the Form View is best for submitting (adding) new records, and creating records with links in a single flow. You can use the Form View for editing existing records as well.

The typical use case is adding tasks linked to projects, or reporting work done on projects. But the possibilities are limitless.

Forms can be used to edit existing records.

updating records in the form view

As well as to add new records.

creating a new record

All the input fields and form buttons can be fully customized.

For more information on how to configure and use the Form View see Using the Form View.

Conclusion

As you can see, there are currently 11 different visual ways to access your data. We recommend you use a specific visual way for every use case or process task so that your team member are most efficient.

More visual views are constantly being added. Try them on your own now!

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