Keeping track of your Flare topics in Excel using pivot charts


If you are using file tags to keep track of your topics in Flare (e.g. 01 Created, … , 06 Published), and if you need a way to get a quick visual overview of all your files, keep reading.

Keeping track of file statuses

In the Flare File List, search for *.htm to display all your topic files. Export the list as a CSV file. Import the CSV file to Excel. Create a pivot table, and a pivot chart – showing the number of topics with each file status tag. The chart gives you quick visual overview of where in the production flow your topics are.

Topic_status

This also works great if you’re working in a collaborative environment with several writers producing content. A quick overview like this can help documentation managers, editors, and translators keep track of how much work is coming their way.

(If you have several blank items, like in the chart above, that might indicate that someone’s missed tagging a few topics.)

As a bonus, if you have a Flare project that in turns contains several sub-projects, in separate folders, you could filter the pivot table on the path of each folder to get an overview of the topic statuses in that specific folder, for that specific project.

Keeping track of the activity levels in your team

Another cool pivot chart is the one that shows you the number of files that have been modified each date, it could help you keep an eye on the activity in your team:

date_modified

 

Cool, but… how?

Advertisements
Tagged with: , , , , ,
Posted in Excel, MadCap Flare
2 comments on “Keeping track of your Flare topics in Excel using pivot charts
  1. marot90 says:

    Interesting use of pivot charts. You might wanna consider using sparklines as an alternative, if you have more than one chart. That would keep the sheet clear. And for those who dont know how to actually make pivot charts: http://www.excel-aid.com/excel-pivot-chart-displaying-pivot-tables-in-chart-form.html is a beginners guide for that (should have sparklines somewehre, too). Hope i could help someone.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s

%d bloggers like this: