Visor's Table view is the backbone of our product. When you first create a Visor workbook by either importing your data from apps like Jira, manually inputting data or copying and pasting from Excel/Google Sheets, your data will then appear in Visor's spreadsheet-like Table view. 

The Table view will feel familiar to nearly all people who have worked in other spreadsheets. However, there are some key differences, which we'll unpack here. 

1. Visor's Table View shows nested data / hierarchies.

Because Visor works so well with apps like Jira, Asana, and Salesforce, we will take into account your data's hierarchies, allowing you to show nested data (e.g., Epics --> Tasks in Jira).

When importing your data from other apps, ensure that you choose the "Maintain nesting" choice to keep your data exactly as it is in your apps.

 

2. The other views you create in Visor will have the same data as your Table view. 

Visor also allows you to create Gantts, dashboards, Timeline charts, and Kanban boards in your workbook. These views will have the same data as what you input into your other views. All views in your Visor workbook have the same data.

All views in the same folder also have the same formatting. Add filters to each view to make them show the right level of information for each audience.

3. Visor will import the dropdown selections from other apps into your Table view.

While you can manually input data into Visor (or copy and paste from Excel/Google Sheets), many users import data from other apps. Visor will not only maintain your nested hierarchies, but we also will import the dropdown selections you have in apps like Jira, Salesforce, and Asana. 

You can then format these selections to make your Table view easy to understand. In addition, you can add filters to make different views with different slices of your data. 

 

 

Setting Up Your Table View

To set up your Table view, you must do one of the following:

1. Import Data: Visor allows you to import data from apps like Jira, Salesforce, and Asana. As discussed above, Visor will maintain your Jira nesting, import dropdown selections, and generally treat your data with the same attention to detail as the app we're importing from does.
2. Manually Input Data: If you don't have data to import from an app, you can also manually input data. If you do import data, you can also manually input custom fields to enrich the data you have from other apps. 
3. Copy and Paste Data: Because the backbone of Visor's product is a spreadsheet-like Table view, you can copy and paste data from places like Excel and Google Sheets. 

How to Import Data

This short video and instructions below will show you how to import data from apps like Jira, Asana, and Salesforce into Visor.

 

1. Choose the app that you want to import from and grant Visor access to it.

2. Configure the settings you want for your import. This includes the project and fields you want to select. You can also choose to maintain or ignore nesting. 

3. Visor offers one-way and two-way syncing. Choose two-way syncing if you want to visualize your data and push out changes to other apps from Visor. Choose one-way syncing if you only want to visualize your data.

4. Add custom fields to complement and enrich the data you imported. 

5. Voila... you're done! You can then format and filter your data before sharing. 

 

How to Manually Input Data

Whether you're starting from a blank Visor workbook or want to add Visor custom fields to your imported data, you can always manually input data straight into Visor. 

Simply click "Add Field" and then choose from the following field selections:

 

From there, you'll be able to name the fields you want and add dropdown choices (if applicable). 

 

How to Copy & Paste Data from Excel or Google Sheets

Because Visor's Table View also works much like a spreadsheet, you are able to bring in data from other spreadsheets. This video below shows you how. 

 

Formatting and Filtering Your Table View

To make your Table view helpful to you, your team, and stakeholders, we highly recommend color-coding it with formatting and adding filters. You can also add milestones in a Table view. We'll show you how to make your Table unique to your audience or needs below with these features. 

How to Color-Code Your Table with Formatting

By adding conditional formatting to your Table, you can use color to help tell your data's story. For instance, if a task is at risk of being completed, you can make it red. With Visor, you can use our auto-format feature or choose the exact HEX code you want.

Example of Color-Coded Table:

Formatting your Table:

Click "Formatting" and then choose the exact HEX code you want or from our presets and auto-format features. You can also format the text by bolding, italicizing, or adding a strikethrough to them.

How to Filter Your Table:

Filtering allows you to show various levels of granularity in your Table. You can also make different views with the same data using filters. For instance, if you want a view for each individual contributor's tasks, you could create one for each person and then filter each view using a Jira or Asana "Assignee" field.

Note that when you filter an Asana or Jira subtask or child issue, the parent issue will show up (e.g., the epic will show up even if filtering for subtasks). 

How to Add Milestones

While milestones are often features in a Gantt or roadmap, you can also add them to a Table. This feature can be a helpful marketer to your team or stakeholders. Setting milestones up in a Table also helps prep your data for transforming your view into a Gantt.

Drag & Drop Updating and Bulk Editing

A time-saving hack in Visor is to make bulk updates to your data in a Table view. When you are in a record that has the data you want to apply to all the records beneath it, simply drag the cursor down to make bulk edits.