ADVIZOR Help
v7.2+
v7.2+
  • Introduction
  • Overview
    • ADVIZOR Help
    • ADVIZOR Overview
      • Analyst
      • Analyst/X
      • Data Blender
      • Desktop Navigator
      • Server AE
      • Managed Hosting
  • Using ADVIZOR
    • File Ribbon
      • Open an Existing ADVIZOR Project
      • Restore a Backup Project Version
      • Save a Project
      • Template Library
      • Update Expired Credentials
    • Analyze Ribbon
      • Select and Exclude Data
      • Flight Recorder
      • Set Coloring
        • Use Color Scale
        • Use Color By
        • Color Legend
      • Navigation Pane
    • Author Ribbon
      • Charts, Pages, and Dashboards
        • Composing Pages with Charts
        • Page Gallery
      • Load Data
        • Load New Data Using the Data Wizard
        • Load Text Data
        • Load Microsoft Excel Data
        • Load Microsoft Access Data
        • Load SQL Server Data
        • Load Oracle Data
        • Load a Database via ODBC
        • Manage Data Sources
        • Replace an Existing Data Source
      • Design Pages
        • Create Navigation Pane Content
        • Rearrange Charts
        • Change Chart Fonts
      • Use Color Models
        • Manage Color Models
        • Assign Color Models to Pages
        • Color Workshop
        • Identify How Color Is Applied to Data
        • Uncolorable Tables
      • Configure Charts
        • Property Explorer
        • Link Unmatched Rows
        • Show Missing Values
        • Use Polygon Map Format
        • Use FocusFormat Property
      • Condition Data
        • Project Workshop
        • Use the Expression Builder
        • Use the Link Wizard
        • Delete a Link
        • Date Formatter
        • Configure Data Hierarchies
      • Explore Data Usage
      • Identify Issues with Legacy Projects
      • Data Pool Visualization
    • Model Ribbon
      • Predictive Analytics: Analyst/X
      • Analytics Process
        • Bin a Categorical Field
        • Date Fields
        • Zip Codes
      • Predictive Modeling Pane
      • Configuring a Model
      • Managing Models
    • Share Ribbon
      • Share Results
      • Export Tables
      • Deployment and ADVIZOR Server
        • ADVIZOR Server Dashboards
        • Publishing to ADVIZOR Server
        • Server Security
        • Credential Based Filters
        • Embedding Data in a Project
  • Charts and Visual Discovery
    • Charts Overview
      • Bar Chart
        • Inserting a Bar Chart
        • Bar Chart Toolbar
      • Counts
        • Inserting a Counts
        • Counts Toolbar
      • Data Constellation
        • Inserting a Data Constellation
        • Data Constellation Toolbar
      • Data Sheet
        • Inserting a Data Sheet
        • Data Sheet Toolbar
      • Heat Map
        • Inserting a Heat Map
        • Heat Map Toolbar
      • Histogram
        • Inserting a Histogram
        • Histogram Toolbar
      • Line Chart
        • Inserting a Line Chart
        • Line Chart Toolbar
      • Map
        • Inserting a Map
        • Map Toolbar
      • Multiscape
        • Inserting a Multiscape
        • Multiscape Toolbar
      • Parabox
        • Inserting a Parabox
        • Parabox Toolbar
      • Pie Chart
        • Inserting a Pie Chart
        • Pie Chart Toolbar
      • Scatterplot
        • Inserting a Scatter Plot
        • Scatter Plot Toolbar
      • Summary Sheet
        • Inserting a Summary Sheet
        • Summary Sheet Toolbar
      • Text Box
        • Inserting a Text Box
        • Text Box Toolbar
      • Text Filter
        • Inserting a Text Filter
        • Text Filter Toolbar
      • Time Table
        • Inserting a Time Table
        • Time Table Toolbar
    • Recommended Chart Use
    • Visual Discovery
      • Using Colors
      • Selection
      • Managing Viewpoint
      • Missing Values
    • User Interfaces
      • Context Menu
      • Keyboard
  • Release Notes
    • What's New
      • Release 7.2
      • Release 7.1
      • Release 7.0
      • Release 6.8
      • Release 6.7
      • Release 6.6
      • Release 6.4
      • Release 6.3
      • Release 6.2
      • Release 6.2.2
      • Release 6.0
      • Release 5.9
      • Release 5.8.2
      • Release 5.7
      • Release 5.6.2
      • Release 5.6.1
      • Release 5.51
      • Release 5.5
      • Release 5.4.1
      • Release 5.4
      • Release 5.3
      • Release 5.22d
      • Release 5.2 SalesAdvizor
      • Release 5.1
      • Release 5.0.3
      • Release 5.0
    • If You Need Additional Help
    • Copyright
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On this page
  • The Project Workshop Elements
  • Capabilities
  1. Using ADVIZOR
  2. Author Ribbon
  3. Condition Data

Project Workshop

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Last updated 5 years ago

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The Project Workshop allows you manage data in your project.Open the Project Workshop by clicking on the Project Workshop button in the Author Ribbon or in the top right toolbar.

The Project Workshop Elements

  • Tree/panel design: Project items are arranged in the tree to allow fast and easy access. As you click to select an item in the tree, the associated panel displays item-specific information and tasks.

  • Toolbar: Frequently used tools and functions are just a click away on the the Project Workshop's toolbar, which is always accessible, no matter which project item you are viewing.

  • Navigation: With the Project Workshop, you can get to there from here, and in a variety of ways:

    • Selection of items in the tree.

    • Using the Back/Forward buttons, which are located on the toolbar.

    • Using the navigation bar, which is located below the toolbar.

    • Selection of links to related items from the current panel.

Capabilities

You can find a video about the project workshop and others about how to work with data in our .

Load Additional Data
Manage Data Sources
Link and Join multiple tables, and perform Table Rollups
Use Color Models for mapping colors to data
Build Expressions
Format Dates
Setup Hierarchies
Define or manage custom color mappings
Optimize memory pool usage and project performance
tutorial page
Find a video with more information about the project workshop in our tutorial page