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Configuring Views

The Views feature enables Ballot operators to divide one file into multiple different views for presentation at different times. You could use this feature for a number of different purposes, including:

  • Capturing multiple years of data in one file
  • Running risk assessments with one department at a time
  • Any other two-part workshop

Different views can be used to show/hide Items, Item Groups, Criteria, and Formulas. These are pre-configured in the Design tab and then selected in the Vote & Report Tab.

Creating Multiple Views

This example will walk through setting up multiple views to reflect multiple years of risk assessment data.

To set up multiple view:

  1. Open the Design tab.

  2. Click on Views in the ribbon. This will create a new file named "default."

  3. Click the pencil icon to the left of the view name to edit the view.

  4. Rename the view (e.g. All Risks).

  5. Click Add New, then enter a name in the Name field (e.g. 2011 Risks).

  6. Continue adding more risks as needed (e.g. 2012 Risks).

Modifying the Items in a View

Once you've added the views, it's time to customize each view to reflect the correct content.

To add or remove items and item groups from a view:

  1. In the Design tab, click Items

  2. Select the view you want to edit from the For View dropdown menu. All content will remain in the default view. In this example, the default view is All Risks.

  3. Click Select Items for this View.

  4. Select the checkboxes next to the items or item groups you want to add then click Add.

  5. Select the checkboxes next to the items or item groups you want to remove, then click Remove.

Modify the Criteria in a View

  1. Click Criteria.

  2. Confirm you're in the correct view form the For View dropdown menu.

  3. Click Select Criteria for this View.

  4. Select or deselect the checkboxes next to the criteria you wish to remove.

  5. Click OK.

Selecting which view to display

Now that your views have been configured, you can toggle between them.

  1. Click the Vote & Report tab.

  2. Click Views > Item Views.

  3. Select a view.

  4. Customize the view as needed by row, heights, or column widths.

With these configurations complete, it's now easy to toggle between views. 

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