Organise Grid Views

Organise Grid Views

When data properties are displayed in tabular or grid format, there are several tools to assist you in organising this data, all of which are accessible via context menus. Different context  menus are available depending upon where you click in the grid. For the most part, the functions are applicable only to a specific column of metadata. Many of these functions can also be performed using mouse clicks.

 

Right-click on the...

Individual Column Header

Column Header dragged to the Group By Box

Date/Time Header dragged to the Group By Box

Group By Box

       

 

Organise Your Grid

Maximize view

The DataSight User Interface has been sized to fit within a standard laptop screen. To increase the size of this window:

·    Click the Maximize button in the top right hand corner of the open datasheet.

·    Customise your layout (see Changing the Layout).

Heading order

 To change your heading order:

·    Click on a column header then drag and drop it sideways to its new position.

·    Alternatively select Column Chooser, to reorder your column headers. Drag and drop the column headers into the Customise Window, then when ready, drop the columns back onto the datasheet in the desired order.

Column width

The column widths are set to Best Fit (all columns) by default. To alter the column widths:

·    Hover the cursor over the join between column headers. The cursor will change to a   upon which you can drag the cursor left or right to change the column width.

·    Select Best Fit to adjust the width of the column to accommodate the maximum width of the field's data.

·    Select Best Fit (all columns) to adjust the width of all column's to that which best accommodates the data.

Sort data

To sort your data:

·    Left-click a column header to sort the data by the ascending order   (first click) and the descending order  (second click). Toggle between the two choices.

·    Alternatively select Sort Ascending or Sort Descending from the right-click menu.

·    Select Clear Sorting from the right-click menu to restore the column of data to its original order.

·    Order by more than one column of data, with the property data sorted in order from first column selected through to the last. This can only be accomplished by selecting the sort order from the right-click menu of each column of data in order of preference.

·    Grouped data can also be sorted.

Group data

Data grouping can be used to sort the data into groups with the same value, whether this be a variable value, a date, time or any other column of data. By default, the Group By Box appears above the column headers in a new datasheet.

To group your data:

·    Right-click on a column header and select Group By This Column. The column header will appear in the Group By Box above the datasheet and the data will be sorted into groups of the same data value. These groups are shown in bold.

·    Once the Group By Box is displayed, your can drag and drop a column header into the box to sort the data into groups.

·    Multiple groupings can be made, with data sorted in the order in which you drag or select the column headers. Drag headers about to change the ordering.

·    To merge groupings, drag a column header(s) to the group panel and arrange them across a line while pressing the CTRL key. Drag column headers below or above this line to break merged grouping.

·    Right-click in either the column header within the Group By Box or the Group By Box itself to remove the column header.

Groupings can be expanded or collapsed to further interrogate the data.

·    Within the datasheet, click  to expand a group and  to collapse a group.

·    To fully expand or collapse the data, right-click in the Group By Box and select Full Expand or Full Collapse.

Remove columns

All columns for a given Level are shown by default. To remove columns:

·    Click on the Column header and drag and drop it from the raw data panel.

·    Alternatively select Remove this Column from the right-click menu.

·    If you mistakenly remove a column of data, you will need to close the datasheet and open a new datasheet. The data will be shown again in its original format with the missing column of data, but all layouts will have been lost.

Find data

By default, the Find Data Panel is hidden from view.

  • Right-click on a column header and select Show Find Panel. The Find Panel appears above the column headers and, if present, within the Group By Box.
  • Enter an appropriate value in the find box and click Find. Data values that meet this criteria are highlighted yellow in the datasheet.
  • Click for the a drop down list of previous searches. Click  to remove each search.

Click the close button or right-click on a column header and select Hide Find Panel when you are finished.

Filter data

Refer to Grid Filters

 

See also:

  • Context Menus
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