View Manager

The View Manager in the Dalfin application allows users to customize, organize, and display data across multiple formats to enhance user experience and fulfill specific visualization needs. With the View Manager, users can select from various views to represent data according to its type and purpose.

View Types

General Views

• Accordion View: The Accordion view stacks information in expandable headers, keeping the layout clean and organized. Users click headers to reveal more details, making this ideal for compact information, such as services offered or contact details in a business directory.

• Blog View: The Blog view transforms data into a blog-style format, enhancing readability and engagement. This layout is suitable for displaying updates or announcements, offering a narrative experience for data that might otherwise appear in a table format.

Date-Based Views

• Calendar View: Displays data in a traditional calendar format, ideal for tracking appointments, meetings, or project deadlines. For instance, a company might use this view to display employee schedules.

• Gantt View: A project management-oriented view that shows timelines with dependencies, perfect for monitoring progress. An example use case would be a construction project with mapped phases and deadlines.

• Timeline View: Useful for visualizing sequences or milestones over time, such as historical data, project stages, or events.

• Milestone View: Groups items by significant dates, like completion goals. For instance, a development team might use this view to highlight key project phases.

• Reminder View: Designed to help users track upcoming deadlines or events, with features for notifications and alerts. This view ensures that no critical tasks are missed. A sales team, for instance, could use the Reminder view to track follow-up dates with clients or leads, while HR might track employee evaluations or training schedules.

Image/File Views

• Column View: Shows images or files in a single column, ideal for step-by-step photo documentation.

• Grid View: Displays images in a uniform grid, useful for photo galleries or product catalogs.

• Grid List View: Combines grid format with additional details, suitable for portfolios where descriptions accompany visuals.

• Masonry View: Arranges images in varied sizes for a dynamic layout, great for blogs or artistic galleries.

• Slideshow View: Presents visuals one at a time with navigation controls, ideal for product showcases or design portfolios.

User/Status Views

• Team View: Displays individual team members’ working statuses, helpful for managers to track progress across projects. For example, a software team could use this view to show who’s working on specific features.

• Kanban View: A task management view where items can be moved between columns to represent status changes, commonly used in agile workflows. A marketing team could track campaigns as they progress from "To Do" to "Done."

• List View: A vertical format similar to Kanban, useful for workflows where space is limited. Customer support teams might use this to track ticket status.

Map View

• Map View: Shows data based on latitude and longitude, placing items directly on a map. Ideal for logistics, as teams can track the real-time locations of vehicles or deliveries.

View Configuration and Management

The View Manager allows users to configure and personalize each view for optimal data display. Key options include:

• Set as Default: Select a view to load by default when accessing a dataset, saving time by automatically displaying the most relevant layout.

• Update View: Modify an existing view to reflect updated visualization needs. Changes are saved to maintain consistency in data presentation.

• Set as Default and Update: This option both updates the current view configuration and sets it as the default.

• Remove View: Use this to delete any unwanted views, keeping the dropdown of available views concise.

Switching Between Views

All configured views for a dataset are accessible from a dropdown menu, allowing users to switch seamlessly between views. The default view will automatically display upon opening the table, with the option to select any view from the dropdown.

Example Use Case

Benefits of Using the View Manager

The View Manager’s versatility ensures that data presentation is both functional and customizable, enhancing application interactivity and making data-driven workflows more effective.

This documentation captures the full range of views available through the View Manager, guiding users on how to optimize data visualization based on their needs.