Advanced Dataviews

22 minutes

A deep plunge into dataviews, with a detailed discussion of fields, parameters and the Boolean operators “AND” and “OR”.

Tip

Since Yesplan 28, it is possible to display the value of a custom data field for contacts in one single dataview column, regardless of the contact type (person, organization or contact link). This is also true for the booking of a contact. See custom data fields on contacts in the Yesplan manual for more information.

Table of Contents

• Contents
• Introduction
• Fields
  • Events
  • Event Groups
  • Contacts
  • Resource Bookings
  • Custom Data
• Filters
  • Parameters
  • AND vs OR
• Overview
• Exercise

Summary

• Contents:
  • Introduction
  • Fields of dataviews for events, events and event groups, contacts and resource bookings
  • Filters: parameters and “AND” versus “OR”.
• Goal: After this session, you will be able to build more advanced dataviews and you will know about some common pitfalls.
• Intended for: All new users of Yesplan. We recommend to follow the training sessions about basic dataviews first.