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How to create and populate a list on Dashpivot Web
How to create and populate a list on Dashpivot Web
Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

There are 2 sections you can set up lists in Dashpivot:

  1. List Library: You can connect these lists to any template located within the Home Folder.

  2. Project Folder Lists: These lists are accessible only within Team Folders under the respective Project Folders.

It's recommended to set up lists within the List Library, so they can be referenced across your workspace, if required. Setting up Project Folder Lists would typically only be applicable if the list is only relevant to a particular group of Team Folders.

Setting up a List (in the Home Folder):

  1. Go to the Home Folder

  2. Select the List Library tab at the top

  3. Click Add List in the top right-hand side

  4. Enter a name for the list & click Add List

Setting up a List (in the Project Folder):

  1. Go to the relevant Project Folder

  2. Select the List tab at the top

  3. Click Add List in the top right-hand side

  4. Enter a name for the list & click Add List

Populating a List

There are 2 ways you can populate the information in the List.

Note:

  • Lists (either manually entered or imported), by default, will display in alpha-numeric order.

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