Working with Taxonomy Views

Modified on Mon, 11 Nov at 11:02 AM

Easy Taxonomy™ allows you to create different views of a single taxonomy. A taxonomy view allows you to dynamically group subset of items based on custom categorizations, such as location, legislation, department, business unit, etc..

The custom categorization, is applied using custom metadata, called View Filters, and the values used for those metadata are called Filter Values.

To create a Taxonomy View, you should first create and apply the Taxonomy View Filters and Filter Values.

TABLE OF CONTENTS

Enable the Taxonomy View Management
Create and Apply Taxonomy View Filters
Create a Taxonomy View
Display a Taxonomy View
Export a Taxonomy View into Excel

Enable the Taxonomy View Management

Follow these steps to enable the Taxonomy View Management.

1. Select the taxonomy root action menu, and then select Settings

2. In the Settings pane, check the checkbox next to Allow Views Management

3. Click Save.

Notes:

The Taxonomy Views Management is specific to a taxonomy, if you have multiple taxonomies, then you need to enable it for each taxonomy separately.
The Taxonomy Views Management setting is also included in the Taxonomy Import file, before you import a Taxonomy from an Excel file, ensure the Allow View Management is set to True.

Create and Apply Taxonomy View Filters

Important notes before you start:

Taxonomy View Filters are available only at the lowest level of the taxonomy, the menu item shows up only when a taxonomy element that is at the bottom of the hierarchy is selected, e.g. Business Process element.
When an item is included in the taxonomy view, the above lineage of that item will be included in the view.
Multiple View Filters can be applied to a single taxonomy item, e.g. Location = Eastern Region, Department = Human Resources.
The same view filter with different values can be applied to a single taxonomy item, e.g. the taxonomy item is at the same time related to the Human Resources business unit and the Legal Services business unit.

Follow these steps to add a Taxonomy View Filter and its related value.

Note: In the example below the lowest is the sub-function level.

1. Navigate to the taxonomy and select Edit for the item to which you want to apply a View Filter, it has to be an item at the bottom of the hierarchy.

2. In the Details pane menu, select Taxonomy View Filters

3. In the Taxonomy View filters pane, select Add New Filter in the Drop list.

4. Complete the Fields title in both languages and click Save

Notes:

Both language titles are mandatory
The primary language has to be unique

5. Click Save.

The taxonomy View filter is added as a selected item.

6. In the value drop list select Add New Filter Value.

7. Enter the Filter value in both languages

8. Click Save

Create a Taxonomy View

Although there is no limit to the number of Taxonomy Views that can be created, it is recommended to keep them to the minimum to avoid confusing the audience.

To create a Taxonomy view:

1. Edit the Taxonomy for which a view is to be created.

2. Click the button Taxonomy Views

3. in the Taxonomy Views popup window click Create

4. Enter an English name and a French name and optionally, the respective descriptions.

5. Select a filter and value.

6. Add as many filters and values as needed to meet the business need.

7. Click Save.

Note: if you do not find any filters or values in the dop lists, please refer to the section Create and Apply Taxonomy View Filters.

Display a Taxonomy View

After creating a taxonomy View, naturally you will want to see it. You can access a taxonomy view from three different locations:

1- From the Taxonomy Views popup window.

2- From the main Taxonomy Dashboard.

3- From a link shared with you in an email.

Notes:

When a Taxonomy View is displayed the name of the selected view is displayed above the search bar.
To Exit the View mode, click the X next to the Taxonomy View name.
When a Taxonomy View is displayed only Viewing and Sharing are allowed.

Export a Taxonomy View into Excel

To export a Taxonomy View, navigate to the main Dashboard, and Select Export Taxonomy View from the view menu.

Note:

The export file is not a file that can be used to import the taxonomy back to the app. To be able to use the file to import the taxonomy back to the app you have to export the whole taxonomy.