Note: As of MindBridge's Q3 2024 release (October 1, 2024), the Data table dashboard has been consolidated with the Risk segmentation dashboard with more intuitive navigation, leading to quicker risk assessment and risk response — this dashboard is now called Explorer. As a result, the existing Data table dashboard will no longer receive updates. If you have not already updated your tenant, reach out to your Customer Success Manager (CSM) or Implementation Advisor to inquire about updating.
Summary
This dashboard provides detailed information related to the imported financial data. Learn about the Data table dashboard below, and how to use it in MindBridge's TRA analyses.
- Find specific data with the filter menus, as well as add and remove filter options.
- Pivot data in the table to see the it grouped in a different way.
- Drill-down into the data to gain deeper insights, and understand the context around risk scores with the expanded entry details.
- Pin, organize, and sort columns in ascending or descending order.
- Export the data.
Go to the Data table tab
- Select the icon in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - Select View in line with the desired engagement, or click anywhere in the engagement row.
You will go to the Data page. - Select View Analysis in line with the desired analysis.
You will go to the Analyze page. - Select the Data table tab.
Filter on the data table
Applying filters to the data table allows you to quickly and easily find relevant data and clear out the noise. Use filters to compare and slice-and-dice the data and gain deeper insights.
The filters that appear on this dashboard are based on the data included in the file that was imported.
Pivot the data table
Based on the configuration file imported during setup, you can pivot the data displayed in the data table using the View menus, located above the table.
These pivots do not filter out data, but instead let you see it grouped in different ways.
Drill-down to the data
- Select the chevron (
) in line with the data you want to drill into.
Relevant entries will be exposed. - Select any of the exposed entries to drill-down to the expanded entry details.
Expanded entry details
Get context for risk scores and control points using comparative visuals, and make informed decisions more quickly and with greater confidence.
See an overview of the expanded entry details page.
Organize columns
Sort a column
Sort columns in ascending or descending order by selecting the column header. The darker triangle indicates the sort order.
Reorder columns
Click and drag the desired column header left or right into its new location.
Add and remove columns
Open the Columns menu on the right side of the table and check the box next to each column you want to display.
Pin a column
Pinning a column to the left or right of the table ensures the desired column will remain in view when scrolling horizontally.
Open the menu on the column header you want to pin and select Pin Column, then choose the pin location on the table: Left, Right or No Pin (default).
Export the data
- Check the boxes next to the items you want to export from the data table.
A bulk action bar appears. - Open the Actions menu within the bar.
- Select Export selected.
Anything else on your mind? Chat with us or submit a request for further assistance.