Configure the Grid Layout

Add, Remove and Re-Order Columns

The order in which columns are displayed from left to right can be changed. To change the position of a column, drag and drop the column heading to the required position.

The width of columns may also be changed. Place the cursor at the edge of a column heading, hold down the left-mouse button and drag it out or in to the required width.

To add or remove columns, and to change the default order that columns are displayed in from left to right, open the grid to be configured, and select this button from the area above the grid: .

The Grid Column Settings dialog is then displayed:

The Select Type field lists each of the grids, for example, the grid displaying instrument details (INSTLIST). By default, the grid displayed when the dialog was accessed is displayed. Select another grid type if required.

The Column Name fields list all the data columns that may be displayed in the selected grid. To include a column in the display, check the adjacent Visibility checkbox. To remove it, uncheck the checkbox.

To change the default order in which columns are displayed, select a column from the list and press the up or down arrow button as appropriate. Multiple columns can be selected and moved.

Click Apply to save the changes without closing the dialog.

Click OK to save the changes and close the dialog.

Click Cancel to close the dialog without saving the changes.

Group Data

The format of the display of items can be changed so that records with attribute values in common are grouped together. For example, item records can be grouped according to their Description or Tag.

To group data, first activate this facility by selecting this button from the area above the grid: .

The grouping bar is then displayed above the column headings:

To group data, drag and drop the column heading of the attribute in question into the space above the column headings.

The form then changes to display the name of each group in the following format:

<Attribute Name>: <Attribute Value> <(Number of records in the group)>.

The name of the column that records are grouped by is displayed in the grouping bar.

To view the items within a group, click on the "+" button next to the group name. The items are then listed under the name. Press the "-" button to close the list.

Note: that the fields within a group can be fixed, moved and filtered in the normal way.

Group by Multiple Attributes

Records can be grouped by more than one attribute. For example, by Description and then by Tag. To group by a second attribute, for example, Tag, drag and drop the heading of this attribute into the grouping bar.

If the heading of the second attribute (e.g. Tag) is dropped to the right of the first attribute (Description), items will be grouped first by (Description), then by (Tag).

For example, each group of item records with the same Description will be sub-divided into groups of items with the same Tag.

If the second heading is dropped to the left of the first heading, records will be grouped the other way round.

Ungroup Data

To "ungroup" data, drag and drop the column heading or heading from the grouping bar back to the column bar.

To remove the grouping bar, select the button above the grid again.

Filter Data

The data displayed in a grid can be filtered so that only items that meet the criteria set in the filter conditions are displayed.

Filters are applied using the filter row, which is located below the column headings.

A basic filter can be applied by typing a value into the filter row above the appropriate column. The grid will then be filtered to display only those records that include a value in that column that matches or starts with that filter value.

Alternately, hover the cursor over the filter row field for the appropriate column and click on the button that is then displayed at the end of the field. A list of filtering options is then displayed.

If (Blanks) is selected the filter will restrict the data displayed to those records that do not have a value in the selected column.

If (NonBlanks) is selected the filter will restrict the data displayed to those records that do have a value in the selected column.

If (Custom) is selected, the Enter Filter Criteria dialog will be displayed. This is used to set up more advanced filters.

If a column value is selected from the list, only records that contain that value in the column are displayed.

Apply a Custom Filter

More complicated filters can be set up using the Enter Filter Criteria dialog. To access, select the (Custom) option in the list. The Enter Filter Criteria for [name of field] dialog is then displayed.

Two types of filter conditions can be set up using this dialog, "And" and "Or". For data to be displayed on a tab, it must either match all of the "And" conditions and at least one of the "Or" conditions.

To set up a custom filter:

1. Specify whether the filter conditions are "And" conditions or "Or" conditions by selecting the required option from the Filter based on list.

2. Filter conditions are defined in the row of fields below the Filter based on list. The first field displays the attribute being filtered.

3. In the second field, elect an operator, e.g. "= Equals".

4. In the third field, select a value to filter by.

5. To add a second condition, select the Add. Another row of fields is then added to the form in which a filter condition can be entered as described above. Repeat for each required filter condition.

6. To delete a condition, select it and press Delete.

7. When all the required filter conditions have been set up, press OK. The filter will then be applied to the grid.

   

Remove Filters

To remove a specific column filter click the clear filtering button for the column: .

To remove all filters from a grid, click the clear filtering button at the start of the filtering row.

Fix Columns and Rows

Columns and rows can be fixed. When a column is fixed, it is moved to the left-hand edge of the grid, and remains fixed in that position and visible when the grid is scrolled to the right. When a row is fixed, it is moved to the top of the grid, and remains fixed in that position and visible when the grid is scrolled to down.

To fix a column, click on the pin button in the column heading. To fix a row, click on the pin button in area to the left of the row.

The pin button changes to indicate that the column or row is pinned. Multiple columns and rows can be pinned at the same time.

To un-pin a column or row, press the pin button again. The column or row is no longer pinned, but will remain in the far-left or top position.