Navigating a Dataset in Grid View

Grid View is the access point to a dataset's tabular data view.  In 2022 we redesigned this space into the Exploration Canvas which is now the default platform view when the View Data button is clicked from a datasets Primer Page. 

Currently, Grid View and Exploration Canvas are both active and both are options that may be used.  This article will explain navigation specifically for Grid View.

From a Dataset's Primer Page, you may click View Data.  This will navigate to the default Exploration Canvas (new as of 2022). 

 

 

Notice in the upper left on the Exploration Canvas screen, there is an option to Switch to Grid View.  

There are many features on the Grid View screen to help you investigate and manipulate your dataset.  We've used a derived view in the images below to define some of these features.

Note:  There are small variations you may observe between parent views and derived views when displaying them in Grid View as well as with charts, maps, and other types of views.

For reference, "View" means any filter, chart, map, etc that is "Saved" from a dataset.

1. Title: This is the title given to the dataset or view. Views, such as charts, can have a different name from the dataset it is based on.

2. Based On: If you are viewing a derived view, this will link to the parent dataset that the view is based on. For example, if you create a pie chart of the total number of governors for each party, this would link back to the dataset with the numbers for each year.

3. Description: This is the description given to the dataset or view.

4. Social Media: This allows you to interact with this dataset or view it through social media:

  • RSS Subscription: Subscribe to updates on the dataset
  • Facebook: Share the dataset or view it on Facebook
  • X: Share the dataset or view it on X
  • Email: Share the dataset or view it over email
5. Dataset View: These buttons allow you to switch between the different views of a dataset or view. You can have more than one view splitting the screen vertically at a time
  • View as a table: This view displays each column and row in a tabular format (seen in the example above)
  • View as a rich list: This view displays the details for each row grouped together, for example, columns may be in a vertical list.
  • View as a single row: This view displays all the details for one row at a time, There are arrows to scroll through the next and previous rows.

6. Search: Enter a word or words to search within the dataset.

7. Sidebar Buttons: Each of these buttons opens up a sidebar on the right-hand side of the dataset or view. Not all will appear, depending on whether you are logged in and what role you have on the site. For more about user roles, read this article.

  • Manage: Click this sidebar to transfer ownership of the dataset or view to another user, delete the dataset or view, share the dataset or view with other users, make the dataset public or private, show and hide columns, and change the column order.
  • More Views: Click this sidebar to see the other views created from the same dataset. These might be filtered views, charts, or maps. The number in red reflects the total number of views created from the dataset.
  • Filter: Click this sidebar to sort the dataset by columns, group and roll up the dataset, filter the dataset, and set the default filter for that view.
  • Visualize: Click this sidebar to set conditional formatting, create a calendar, create a map (if you have location data), and create a chart.
  • Export: Click this sidebar to access API information and export the dataset.
  • Discuss: If commenting is enabled, click this sidebar to comment and read others' comments on the dataset. Commenting can be enabled for the dataset and cell level.
  • Embed: Click this sidebar to create a form from the dataset and create Social Data Player embeds
  • About: Click this sidebar to view the metadata information about the dataset, edit the metadata, view dataset analytics, and contact the dataset owner.
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Comments

5 comments
  • I just noticed that you have two 7's.  One should be 8.

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  • Hi Jon, looks like this was fixed sometime in between the time of your post and now. Thanks for your note!

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  • I just realized I was ambiguous.  The 7's are in the image, not the text, and still present.

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  • Ah! thanks Jon! I updated the image.

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  • Great.  Thanks.

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