Dataviews: our secrets revealed - part 1

In Yesplan, dataviews allow you to create tables with data of events, resources, contacts and so on. However, they can be used for much more, because did you know that you can use them as to-do lists? We are happy to inspire you with some examples of how you can use dataviews to oversee your work!

Did you receive all the technical riders?

As a Technical Director, it is important that you receive the technical riders from visiting artists, listing what they need and the material they will bring themselves. But how can you be sure that every confirmed event includes such a technical rider? You can check this in Yesplan by simply following the steps below!

  • Build a dataview showing the confirmed events in the relevant time period.
  • Adjust the filter so that it only shows events for which the attachment field for the technical rider is empty. 
  • The Technical Director can access the event from within the dataview and upload the technical rider.
  • Once the technical rider has been uploaded, the corresponding event is no longer shown in the data view.    

If the Technical Director sees an empty dataview, they can be sure that each event includes a technical rider! 

Does your event have an in-house coordinator?

Who do you contact if there is a problem with the organisation of an event? In Yesplan, for example, you can appoint an employee to take responsibility for each event. How can you be sure that each event has such an in-house coordinator? By using dataviews!  

  • Build a dataview showing the confirmed events in the relevant time period.
  • Adjust the filter so that it only shows events for which the custom data field for the in-house coordinator is empty.
  • Open the event from within the dataview and book a contact in the in-house coordinator field.
  • Once the contact has been added, the event is no longer shown in the dataview. 

Is the dataview empty? In that case all events in the chosen time period include a contact.

Do you want to replace a placeholder with a specific resource?

When organising an event, not all details are immediately clear. For example, you might already know that you need a microphone, but which one? In Yesplan, you can therefore book a placeholder "Microphone" and swap it later for a more specific resource, for example the "Sennheiser e 935". Events with placeholders are marked in the calendar with a question mark, but they can easily be overlooked. Dataviews to the rescue!

  • Create a dataview showing resource bookings in the relevant time period and the events in the dataview.
  • Adjust the filter to show placeholders only.
  • Open an event from within the dataview and swap placeholders with a resource.
  • As soon as the placeholder is replaced, the resource booking will no longer be shown in the dataview.

The placeholders are all swapped when the dataview no longer shows any for the chosen time period.

Would you like a Yesplan demo?

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