A grid is a spreadsheet-like presentation of data. Grids allow IBM Marketing Operations users to store all campaign- and project-related data within the project.
With grids, users no longer need to search through email, a file folder, or another computer to find information about a campaign or project. IBM Marketing
Operations serves as the system of record and offers enterprise-wide access to data stored in grids. Any Marketing Operations user who has access to the project can view and edit the grid, if that user has appropriate security permissions.
Users can move the traditional spreadsheet information into a grid within IBM Marketing Operations. Then, marketing managers can analyze, measure, and report on the project- and campaign-related information within and across multiple projects or campaigns.
Depending on how your templates are defined, grids can appear on marketing object, plan, program, and project tabs. Campaign projects include a TCS tab that displays a special grid called the Target Cell Spreadsheet (TCS). You can create campaign projects only if IBM Marketing Operations-Campaign integration is enabled.
A template creator configures grids, specifying the data source, whether data is grouped, whether a user can sort the data, and other grid characteristics. Then, administrators and users can use them when they create marketing object tabs and project tabs.
A grid can also be read-only, displaying data that you cannot edit.
About editing grid data
When you work with grids in edit mode, you can add rows, delete rows, and edit existing data. In a single editing session, you can perform all of these tasks if you have the appropriate permissions.
Permissions
You must have the following permissions to work with grids. Ask your administrator if you need help.
v To add a row, you must have the View Tab, Edit Tab, Edit Grid, and Add Grid Rowpermissions for the tab with the grid.
v To edit a row, you must have the View Tab, Edit Tab, and Edit Grid permissions for the tab with the grid.
v To copy and paste a row, you must have the View Tab, Edit Tab, and Edit Grid permissions for the tab with the grid.
v To delete a row, you must have the View Tab, Edit Tab, Edit Grid Row, and Delete Gridrow permissions for the tab with the grid.
Locked data
The system prevents you from editing a row that is currently being edited by another user. For a Target Cell Spreadsheet in a campaign project, the entire grid is
locked for editing instead of individual grid rows.
Revision history
Marketing Operations maintains an audit log for grids. The audit log contains the user details and the time it was saved. This information is available on the Analysis tab.
Grid controls
The following tables describe the controls you use when working with grids in the View and Edit modes.
The following features are available in both modes.
v Data displays in pages. To navigate, click the arrows to go to the next, previous, first, and last pages, or enter a number in the box and press Enter.
v You can sort by column by pointing to the column heading, clicking the down arrow, and selecting Sort Ascending or Sort Descending in the drop-down menu. Depending on how the grid was designed, some columns do not have sorting enabled.
v You can view or hide columns by pointing to any column heading, clicking the down arrow, pointing to Columns in the menu, and selecting or clearing the check box next to the column name.
v You can reorder columns by dragging and dropping the column heading. (This ability is not available in grids that have column grouping.)
v You can change column width by dragging the edge of the column headings.
View mode
Table 34. View mode controls
Control Description
Switch to Edit mode.
Copy selected grid rows. Click in the first column to select a row.
Import a CSV file that contains grid rows.
Export all the data in the grid in a comma-separated list.
Use advanced search to filter grid data.
Select the calculation used for each column in the Summary row. The options are: Sum, Avg (average), Min (lowest value in the column), and Max (highest value in the column). In a multi-page grid, calculations are performed across all the data, not just for individual pages. This control is available only in view mode.
Save Preferences Save your customized view of the grid.
In addition, the following controls are available for the Target Cell Spreadsheet (TCS) available in campaign projects. You can create campaign projects only if IBM Marketing Operations-Campaign integration is enabled.
Table 35. View mode controls (Target Cell Spreadsheet grids only) Control Description
Approve All Approve all the rows in the TCS.
Deny All Deny approval to all the rows in the TCS.
Clear All Delete all the rows in the TCS.
Publish Send the current TCS data to Campaign so the flowchart designer can access it.
Get cell status Retrieve the latest flowchart and cell count information from Campaign.
Edit mode
In edit mode, you can click single line text, multi-line text, or numeric and money type column contents, and then begin typing to overwrite existing data. For any editable column, you can double-click a cell to open the content editor for that column type.
If the row is currently in use by another user, the system displays an error
message. Before you save your changes, edited cells contain a small red triangle in the corner; these markers disappear after you save.
Table 36. Edit mode controls
Control Description
Add a row. The row is added below the currently selected row. The first row is selected by default when you enter edit mode.
Copy selected grid rows. To select a row, click in the first column.
Paste grid cells and rows.
Mark a selected row for deletion. The row is deleted when you save.
Within a row, the same icon indicates the row status.
Unmark a selected row for deletion. Within a row, the same icon indicates the row status.
Save your changes and remain in edit mode.
Save your changes and return to view mode.
Revert all changes made since your last save and return to view mode.
To import grid data
To quickly add data to a grid, use the import feature. You can import data to a grid in comma-separated value (.csv) format.
1. Navigate to the grid for the import.
2. Click the Import icon ( ).
3. Browse to the CSV file that contains the data to import.
4. If the first row of the file contains header information, select the First row is header rowbox.
The confirmation screen appears.
5. Click Save to import the file or Cancel to quit the import process.
If the CSV data does not match the number and data type of the grid columns, you receive an error message. The message describes the differences between the grid and the CSV file.
6. Click Finish to close the dialog and return to the grid tab.
To export grid data
You can export grid data in comma-separated value (.csv) format. Note the following.
v All pages (if the data is paginated) are exported.
v All rows except the Summary row are exported.
v All columns (including hidden columns) are exported.
v Exported rows are in the same order as in the current view. If you are viewing the grid alphabetized by ID, the exported data is also alphabetized by ID.
1. Navigate to the grid to export.
2. Click the Export icon ( ).
3. In the File Download dialog box, choose one of the following.
v Click Open to display the file in Microsoft Excel.
v Click Save to save the file to disk.
v Click Cancel to close the dialog box without exporting the data.
To post read-only grid data to a URL
If the template creator enables a read-only grid for data posting, the screen contains a Post Data link.
1. Navigate to the read-only grid whose data you want to post.
2. If the grid contains more than one page, click Show All to view the entire grid on the screen.
3. Check the box for each row you want to post.
Note: As a shortcut, you can check the box in the grid header to select all currently displayed rows.
4. Click Post Data.
Marketing Operations calls the specified URL with the selected data.
To group read-only grid data
If the template creator enables data grouping for a read-only grid, you can group data in the grid by any of its columns.
1. Navigate to the read-only grid you want to view.
2. Click View.
Set View Options appears.
3. Check Enable Grouping. To turn off grouping, clear this field.
4. In the Group By Column field, select the column for grouping.
5. Click Apply to save your changes and close the dialog box.