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By the end of this exercise you will be able to:
- Understand the components of a
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- view
- Create a grid view
Finding
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Tables and
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Table Data
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- Click Analysis in the header to show the list of
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- Analysis Models.
- Find and open the
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- model Screens and Forms 01-08: Views, filters and
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- screens.
- In the model
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- place your
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- mouse over the
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- table Overall Debt Levels.
- A hover menu will appear
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- , press
and select Default View.Insert excerpt _view_show _view_show nopanel true - The data contained in the
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- table will appear.
Create New
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View
You will create a new grid view to show the data in the
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table in a table format
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To recap, the steps in the video were:
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:
- Create Screen:
- Click on Screen on the Header bar.
- Click
.Insert excerpt _add _add nopanel true - Set the screen name to
Overall Debt Levels.
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- Select a Template e.g. Tile No Buttons.
- Click the Create Screen button.
- A new
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- screen will appear.
- Now create a new view on the
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- screen:
- Use the
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- tabs to navigate back to the analysis model
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- Screens and Forms 01-08: Views, filters and
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- screens.
- Double click on the
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- table Overall debt levels
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- .
this table's settings tab.Insert excerpt _pin _pin nopanel true - Using the tabs, select the
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- screen you just created (Overall Debt Levels) to bring this back to the front.
- Drag the
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- table icon
from the top of the table settings (see below) onto the screen.Insert excerpt _tables _tables nopanel true - Image Added
- A popup box will ask you how you would like to display the attributes - choose
.Insert excerpt _grid _grid nopanel true - This creates a view on the screen, and the properties opens on the right.
- An Available Attributes box will appear - drag the attributes you want (in this case, all of them) from the list onto the
- table icon
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- view.
- Close the Available Attributes box.
You can also see your new view in the list of views for the
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table:
- Hover over the
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- table Overall Debt Levels in the Screens and Forms 01-08: Views, filters and screens model.
- From the hover menu press
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and select Overall Debt Levels.Insert excerpt _view_show _view_show nopanel true
Editing a
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View
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- Click on the tab for the screen Overall Debt Levels.
- Right click on the
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- grid in the
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- screen, select
configurationInsert excerpt _view_show _view_show nopanel true - You can edit details of the view in the settings on the
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- right, but there are a number of
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- changes you can make directly to the view in the
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- screen:
Re-order
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Columns
To re-order columns:
- Grab a column heading
- Drag it, drop it in a new position.
Freeze
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Rows
You can freeze a number of columns.
First prepare some data:
- Open the analysis model
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- Screens and Forms 11-13. Actions to update, insert, delete.
- Run analysis on the
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- table Wisteria Books Inventory - this will load data into the
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- table.
- Create a new view:
- Create a new
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- screen:
Wisteria Books Inventory
- Template: Blank
- Drag the
- screen:
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- table Wisteria Books Inventory onto the
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- screen
- Select Grid view
- Add all of the attributes
- Widen the columns so that you can see all (or most) of the text in each column - eventually you will see a horizontal scroll bar appear at the bottom of the view.
- Image Added
Freeze a column:
- Freeze the second column (this should be
Subject
): right-click on the column heading and select Freeze column. - Slide the horizontal scroll bar - you will see the first 2 columns are frozen.
Set
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Width
You can fix the width of a column. By default, columns are flex
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, which means they will consume the available space. To fix a column
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width:
- Grab the right hand edge of a column heading
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- and move it to set the width.
- Click on
in the toolbar.Insert excerpt _lock _lock nopanel true - Maximise the view - you will see that the set column stays the same size, while the remaining columns flex.
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- Right click on your screen and select
to continue editing your screen.Insert excerpt _unlock _unlock nopanel true
Set Flex
If you fix the width of a column, you can return it to being a flex column:
- Right-click on a column heading.
- Select Set flex column.
Column
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Filtering
As well as building permanent filters (you will do this in the next exercise), column filters (sometimes called quick filters) are available to you and the users you are creating this view for. To use a column filter:
- Hover over a column heading
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- A
.Insert excerpt _filter _filter nopanel true - You can select operators and enter
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- values to filter on the values in that column.
- You can add clauses to this filter.
- You can additionally filter on other columns, and these filter will apply together to further filter the data.
Column
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Sorting
As well as building permanent sort orders (you will do this in a future exercise), you can apply a column sort:
- Right click on a column heading in the
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- table view
- Select Sort Ascending or Sort Descending
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All of the view operations you have just performed are also possible on grid view of configuration data - with the exception of re-ordering columns.
Open the stream Overall Debt Levels
, in the list the of stream attribute try each of:
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