Grid Layouts and Column Filters

Grid Layouts

Grid layouts can be customized to match the user's preference, but the software also has pre-made grid layouts with rearranged columns to show only the relevant information based on the user's needs.

Layouts store the following:

  • Column Filters
  • Column Position
  • Columns (Hide/Show)
  • Row Sorting

Choosing an Existing Layout

Users can click on the drop-down menu to choose a pre-made layout. For example, selecting the Job Costs layout of the Jobs grid will show columns related to the cost of jobs. The drop-down menu allows users to easily switch between different layouts.

Creating a New Layout

New layouts can be created by clicking on the "New Layout" button found at the left of the drop-down menu. This will create a new layout from the copy of the current layout and will prompt users to specify a name for the new layout. Once a new layout is created or modified, a "Save" button will appear which will save any changes made to the current layout. 

Reload Option

Once your preferred layout is set, you can use the grid to explore and filter the information shown in the columns. If you wish to reset the information and filters, you can click on the "Reload" button that will appear next to the New Layout button. Clicking this button will undo the changes since the last layout was saved and reload the grid. 

Column Filters

Each column header contains icons that have multiple functions to allow you to further refine the data you wish to see in your grids.

Sort

Clicking on a column header will sort the data by ascending or descending order, as indicated by the orientation of the triangle that appears next to the column name.

▲ (ascending, earliest to latest, A to Z),▼ (descending, latest to earliest, Z to A)

You can sort multiple columns by clicking on a column header, holding the [Shift] key, and selecting another column header. 

Functions

Click on the sigma summation symbol (Σ) to open the "Select Summaries" dialog. This will allow you to apply a formula to the column.

The available options are:

  • Average: returns the average (arithmetic mean) if the number in the column. Note: This is only available for columns with numerical values.
  • Count: returns the number of rows in the column.
  • Max: returns the largest value of the column. 
  • Min: returns the smallest value of the column.
  • Sum: returns the sum of the values in the column. Note: This is only available for columns with numerical values.

The values returned for each of these functions are shown below the column header:

Filter

The filter icon can be used to filter out specific values. 

  • (All): Displays all values. This can also be used to clear the column filters.
  • (Custom): This allows you to define custom column filters.
  • A list of all row values is displayed to filter out specific values.

Custom Filter Dialog

This dialog can be accessed by selecting the (Custom) option of the previous section. It allows you to set one or more filter criteria for the column. This is useful when you want to select a range of values.

  • Equals
  • Does not equal
  • Less than
  • Less than or equal to
  • Greater than
  • Greater than or equal to

Select Column

This arrow will display a list of all columns that can be selected and displayed in this column position. This is a quick way to change the order of the columns in the grid layout.

Pin to Front

The pin icon allows you to "pin" the selected column(s) to the front of the grid. This will keep the pinned columns visible ("frozen") while scrolling through the rest of the grid. 

Grid and Column Options

Right-clicking a column header will display the following menu:

  • Clear Column Filters: This will remove all filters that have been applied to that specific column.
  • Custom Filter: This will open the Custom Filter dialog and allow you to define custom filters for the column.
  • Clear All Filters: This will clear all filters applied to ALL columns in the grid view.
  • Hide: This allows you to hide a column from the grid view.
  • Move to Front: This will move the column to the "front" (left) of the grid.
  • Move to Back: This will move the column to the "back" (right) of the grid.
  • Settings: This will open the Column Layout dialog which allows you to define which columns are shown. Individual or a selected group of column names can be dragged between columns. Double-clicking on a column will also move it.

Watch: Using Grid Layouts

 

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