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Filtering, grouping & searching through your data
Filtering, grouping & searching through your data

How to use Visibuild's location page filters and grouping to narrow down your search

Heath Phelan avatar
Written by Heath Phelan
Updated over 4 months ago

As your project progresses, you'll begin to collect a huge amount of incredibly valuable data from the field, but how do you make sense of all that data?

In this article, I'll give you an overview of the different ways you can drill into what's happening on your project to understand the status of your QA, answering questions like "Which company has the most outstanding inspections?" or "Which inspections have been open for more than 60 days"

Effectively analyse & interpret the vast amount of data

Within a location page, you'll see a range of tools to help you understand your data, these include filters, an overall progress bar and views.


Filtering & Status

There are many ways you can distill the data in your location pages including:

  • Status

    Filter to our 6 different status types

  • Visi Type

  • Templates

    Sort by templates created on your project to see only that template.

  • Assignee

    View Visis that are assigned to a particular person or company on your project

  • More

    There are many more options bleow.

You can apply multiple filters at once to find exactly what you're looking for, for example here I'm filtering to Visis Open & In progress, an Inspection Visi type and also assigned to Visibuild. These filters you apply will stay the same as you dive through your location tree.

As you filter your data you'll notice the status bar will update to provide a reflection of the total close % of your Visi list.


Grouping data category

The default view for your Visi list is to display data with no grouping however if you wish to see Visis rolled up and grouped their category or assigned location you can do by using the Group By tabs.

Grouping your data is powerful as it allows you to quickly compare which company or location has the most outstanding Visis at a glance without having to filter individually.

Select one of these tabs to Group the data into what you want to see.

Select your grouping option and the results will automatically update. You can also filter grouped results for extra granularity.

View child Visis & Search

By default, your location pages won't display child Visis that are inside other inspections. This is to keep your data clean and make it easy for you to find the parent inspection.

However there are times when you may wish to view all data if you're trying to find something specific eg. all the tasks that contain concrete test results.

This is where the All toggle comes in handy. Simply toggle to All Visis and your list will display everything allowing you to find what you're looking for.

Using a combination of the All toggle and the search I was able to surface all Concrete Test results across the project.

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