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Knowledge Base

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Table Zone

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Access

  • Click the word List from the zone options in the top/left next to the Kanban Zone logo.

Table Zone

Use

Select Boards

The first step is to select one or more boards to display in Table Zone. This can be accomplished by clicking the board menu below the Kanban Zone logo. Use the checkboxes next to each board name to add the data from that board to the table.

Select Columns

Now that you have all your data in the table, you can select additional columns to view in the table. By default we only include basic columns like board title, column title, column state, as well as basic card fields (ID, Label, Title, Owner, Watchers, Blocked, Size and Priority). Click on the Columns tab on the right of the table to open the list of available columns.

kanban zone - knowledge base - table - columns

As shown in the screenshot above, only the columns with a blue checkbox are include in the table, but you can add many more fields that are organized in categories (Dates, Metrics, Checklists, Links, etc…). If you have custom fields on the selected board(s), then you will also see a category called Custom Fields.

From this column tab, you will notice a toggle at the top called Pivot Mode. If you enable this option, then you can pivot your data just like your would do in a spreadsheet.

Organize your data

Once you have all your boards and the columns you need in the table, you can perform many actions on this data. Here is the list of actions:

kanban zone - knowledge base - table - column actions

  • Edit – The first column on the left of the table is called Edit and it’s pinned. If you want to open a card from the table simple click the edit pencil icon in that column.
  • Group – Drag and drop a column name in the “Drag here to set row groups” to groups your data by this column. You can add additional grouping in the order that works best for you.
  • Sort – Next to the title of each column in the table, you will see an up/down arrows that once clicked will sort your data in ascending order. If you click it again, it will show your data in descending order, and if you click it again it will remove the sorting.
  • Filter – Below each column in the table, you will see a text box to filter that column by the text you entered, or you can click the filter icon next to that text box to see advanced filter options. You can also use the Filters tab on the right of the table…

kanban zone - knowledge base - table - filter

As shown in the screenshot above, the Filters tab shows all the columns (not only the ones you selected in the table). This permits you to filter data for columns that are not displayed on the table.

Right-click to perform more actions

The table is interactive and can perform many more actions. Simply right-click on any cell or a selection of cells to open the contextual menu with the following actions:

  • Copy – This will copy to your clipboard whatever data you have selected in the table.
  • Chart Range – This will permit you to create charts directly from this table, based on your selected data. There are too many charts to list, but here are the chart categories: Column, Bar, Pie, Line, Scatter, Area and Histogram.
  • Export – Once you have select your data, if you right-click and select Export, you can download the selected data in CSV or Excel format. Please note that if you want to export all the data in the table you should click the Export icon in the top/right of the table.

kanban zone - knowledge base - table - chart

The Table Zone is very powerful and will let you access all your data from across your organization, so that you can visualize and analyze this data as you see fit.

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