View Task Log

View Task Log

A log of each task undertaken by the service is automatically saved.

 

View Logs

  1. In the Service Group on the Service Manager Ribbon, click View Logs. The View Logs window will appear in the main panel.
  2. Click View All
  3. Alternatively, select the Start and End of the Time Period over which you wish to review the logs.
  4. Click Logs to return the available data.

 

Organise Log Data

As within DataSight, there are several tools to assist you in viewing and organising the log data as displayed in a grid, all of which are accessible via right click menus. Different right click menus are available depending upon where you click in the datasheet. For the most part, the functions are applicable only to a specific column of data. 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

Group By Box
     

 

Organise Your Data

Maximise view

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

·    Click the Maximise button in the top right hand corner of the Service Manager Window.

 

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. This is particularly useful when you have a large number of input fields, and wish to change their order of appearance in the datasheet. 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 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.

 

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.

·    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 data

All data for a given Level is shown by default. To remove data:

·    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.

 

Filter data

Refer to Grid Filters.

 

Grid Filters

Grid Filters are excel-like auto filters that can be used when viewing grid views such as that for the Task log.

When filtering is applied to a grid, displayed records are restricted to those that meet the current filter criteria. You can filter data against single or multiple columns and filter criteria are globally updated across all filter types. The choice of filter includes:

 

Filter Editor

Use the Filter Editor

  1. To open the Filter Editor, right-click on a column header and select Filter Editor. The Filter Editor Window appears as shown below.           
  2. Filters consist of a Field, Descriptor and a Value. When the Filter Editor is opened, the Field is set to the column upon which you right-clicked, or the conditions which you imposed. You will need to edit this statement according to your filtering criteria, or delete the criteria using the button to start afresh.
  3. Click the button (next to And) in the Filter Editor, to add a new filter condition.
  4. Click the 1st part and select a Field from the drop down list of all fields.
  5. Click the 2nd part and select a Descriptor. The list of possible descriptors is as follows:
  6. Click the 3rd part and select or type a value.
  7. You can repeat this process to add more conditions.
  8. Click OK.
  9. The chosen conditions are shown in the Filter Editor Row at the base of the Grid. This filter can be toggled on or off, compared with previous filters, or deleted.
  10. Click Edit Filter, if you wish to modify the filter conditions.
  11. Click the close button to clear the filtering.

 

Find Panel

The Find Panel is available in grid views such as that for the Task log. 

The Find Panel performs a global search across all columns of data.

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

 

Use the Find Panel

  1. Right-click on a column header and select Show Find Panel. The Find Panel appears above the column headers and, if present, above the Group By Box.
  2. Enter an appropriate value in the find box and click Find. Data values that meet this criteria are highlighted yellow in the datasheet.
  3. Click  for the drop down list of previous searches. Click  to remove each search.
  4. Click the close button or right-click on a column header and select Hide Find Panel when you are finished.

 

Auto Filters

Automatic (Auto) Filters in grid views such as that for the Task log. 

 

Use the Auto Filters

  1. Hover the mouse over a column header to show the filter icon .
  2. Click on it to open a down-down filter menu, organised by tabs.
  3. In the Values tab, you can either;
    1. Type specific text that you wish to search for, or
    2. Specify cell values from those that are currently displayed by the Grid View. The standard options are All, Blanks (for Text), or Empty (for Numeric and Date). The other options are any of the unique data values within that column.

Use

To return

All

All rows.

Blanks

Only the rows containing blank data values in that column of text-based data. This is not available for Variable Name column as this column cannot have blank entries.

Empty

Only the rows containing non-blank data values in that column of date or numeric data.

Unique data value

All the rows containing the specified data value in that column. Display of the data values is dependent upon the type of data.
  1. Customised Text Filters, Numeric Filters and Date Filters are also available depending upon the data type.
  2. Select the filter conditions. Conditions are applied immediately.
  3. Change or Clear the filter if required.
  4. Click Close or click outside the drop-down menu to close the window.
  5. The filter icon will be greyed out like so to show that filter conditions have been applied.

 

See also:

 

Text Filter

Filtering for text based values in grids can be undertaken using the Values tab or the Text Filters tab.  Using either tab updates the conditions in the other tab.

 

Using Text Filters

  1. Select the Text Filter tab on the drop-down filter menu on a text specific column header (see also AutoFilters).                                                           
  2. Click the arrow to display the drop down menu options for filtering the text values.
  3. Select a filter descriptor from the drop down list. See also Custom Filter.
  4. Enter an appropriate value in the value text box.
  5. If you need to find values that share some characters (whether text or numeric) use the like or not like options in conjunction with either " _ " or "%" (with no spaces):

Use

To stand in for

_ (underscore)

any single character

·    eg, " 8_ " will find "81", "82", "83", "8B" etc

·    eg, "8__" will find "845", "87A" etc

·    eg, "T_" will find "TP", "TN", "T3" etc

% (percent)

any number of characters

·    eg "8%" will find "81", "82456", "8B" etc

·    eg "fish%" will find "fish", "fished" "fishing", "fishA1" etc
  1. The grid view is subsequently populated with the values selected. Click to remove the filter conditions.
  2. Change or Clear the filter if required.

 

Note

Blanks are available only if the column you want to filter contains a blank cell.
 

Numeric Filter

Filtering for numeric values in grids can be undertaken using the Values tab or the Numeric Filters tab.  Using either tab updates the conditions in the other tab.

 

Using Numeric Filters

  1. Select the Numeric Filter tab on the drop-down filter menu on a text specific column header (see also Auto Filters).                                                                               
  2. Click the arrow to display the drop down menu options for filtering the numeric values.
  3. Select a filter descriptor from the drop down list. See also Custom Filter.
  4. Enter an appropriate value in the value text box.
  5. If you need to find values that share some characters (whether text or numeric) use the like or not like options in conjunction with either " _ " or "%" (with no spaces):

Use

To stand in for

_ (underscore)

any single character

·    eg, " 8_ " will find "81", "82", "83", "8B" etc

·    eg, "8__" will find "845", "87A" etc

·    eg, "T_" will find "TP", "TN", "T3" etc

% (percent)

any number of characters

·    eg "8%" will find "81", "82456", "8B" etc

·    eg "fish%" will find "fish", "fished" "fishing", "fishA1" etc
  1. The grid view is subsequently populated with the values selected. Click to remove the filter conditions.
  2. Change or Clear the filter if required.

Date Filter

Filtering for date values in grids can be undertaken using the Values tab or the Date Filters tab.  Using either tab updates the conditions in the other tab.

 

Using Date Filters

  1. Select the Date Filter tab on the drop-down filter menu on a text specific column header (see also Auto Filters).                                             
  2. The default selection are Specific Date Period Click one or more Specific Date checkbox(es).
  3. Alternatively, click the arrow to display the drop down menu options for filtering the date values.
  4. Select a filter descriptor from the drop down list.                  
  5. If required, you may need to select the date using the Calendar Tool.
  6. The grid view is subsequently populated with the values selected. Click to remove the filter conditions.
  7. Change or Clear the filter if required.
 

Custom Filter

Custom filtering of values in grids can be undertaken on any text, numeric or date based data.  Using this filter type updates the conditions in all other parts of the Auto Filter.

 

Using Custom Filter in Auto Filters (Text, Numeric or Date)

  1. Select the Custom Filter tab on the drop-down filter menu on a specific column header. An example is shown here for text based custom filtering.
  2. Click the arrow to display the drop down menu options for filtering the values.
  3. In the First custom filter Choose one of the filter descriptors from the drop down list The list will vary depending upon the date type.

Text

Numeric

Date
     
  1. Select a value in the value text box.
  2. If you need to find values that share some characters (whether text or numeric) use the like or not like options in conjunction with either " _ " or "%" (with no spaces):

Use

To stand in for

_ (underscore)

any single character

·    eg, " 8_ " will find "81", "82", "83", "8B" etc

·    eg, "8__" will find "845", "87A" etc

·    eg, "T_" will find "TP", "TN", "T3" etc

% (percent)

any number of characters

·    eg "8%" will find "81", "82456", "8B" etc

·    eg "fish%" will find "fish", "fished" "fishing", "fishA1" etc
  1. If required, in the Second custom filter Choose one of the filter descriptors from the drop down list.
  2. Also, Select a value in the value text box.
  3. Specify whether you wish the First and Second custom filters to be And (mutually inclusive) or Or (mutually exclusive).
  4. The grid view is subsequently populated with the values selected. Click to remove the filter conditions.
  5. Change or Clear the filter if required.
 

Auto Filter Row

An Automatic Filtering Row (Auto Filter Row) is available in grid views such as that for the Task log. 

Using the Auto Filter Row, you can perform a search within the specified column of data.  Specified filter conditions are also populated in the dropdown Auto Filters.

 

Use the Auto Filter Row

  1. Right-click on a column header and select Show Auto Filter Row. The Auto Filter Row will appear below the header row in the grid.
  2. Type your numeric and text values into your chosen column. As you type, the Filter Editor Row appears at the bottom of the grid view showing the filter condition imposed. In the below example, the Log Date field has been filtered to show only dates that contain with "25/01/2018".
  3. A selection of commands as shown below is available when you right-click on the Auto Filter Row. Use these commands to help design your filter(s).                    
  4. Click on the condition selector to choose a specific filter operator for that column. Choices are dependent upon whether the data in the column is text, wholly numeric, or date. Click on   in the date column to access the calendar based menu.

Text

Numeric or Date

Date
     
  1. In the Filter Editor Row, toggle the filter on and off using the checkbox .
  2. Click for the a drop down list of previous filters applied.
  3. Hover over a condition and click  to remove it from this list.
  4. Click Edit Filter, if you wish to use the Filter Editor (see Filter Editor).
  5. Click the close button  to clear the filtering.
  6. Right-click on a column header and select Hide Auto Filter Row to remove the tool.

 

 

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