Using the Layout tab, you can define the data (columns) to be retrieved from the database and displayed for the selected search. From this tab you can also define the column order, sort criteria and order, groupings and the format to be used for displaying the retrieved data. The layout defined on this tab is used for both displaying the search results in the client and for the report layout when reporting is enabled on the Report tab.
The Layout tab contains the following information/controls:
NOTE: In previous versions of Change Auditor, this tab was referred to as the Advanced tab.
Table 12. Layout tab: Table/Control descriptions
Table Description
Unselected Columns Displays the event details that can be retrieved from the database.
Selected Columns Displays the event details that are being retrieved from the database. It also displays the order in which the columns will be presented, i.e., the top entry will be the left-most column in the search results grid/report.
To add and remove columns from this table, use the buttons to the left of the table:
• Adds the column selected in the Unselected Columns table to the Selected Columns table.
• Removes the column selected in the Selected Columns table, moving it back to the Unselected Columns table.
To rearrange or sort the columns for display, use the buttons to the right of the table:
• Moves the selected column up in the list.
• Moves the selected column down in the list.
• Adds the selected column to the Sort Criteria table. This column is placed after the column selected in the Sort Criteria table.
• Removes the column selected in the Sort Criteria table from the sort criteria.
• Resets the Selected Columns table back to the factory defaults.
To customize what’s displayed for the selected search:
1 Open the Layout tab.
2 Review the columns listed in the Selected Columns table (second table from the left) to determine if it contains the information you want to display for the selected search.
3 To add a column, select the column from the Unselected Columns table and click the right arrow button (located between the first two tables) to move it to the Selected Columns table.
You can also ‘drag and drop’ a column to the Selected Columns table.
4 To remove a column from display, select the column from the Selected Columns table and click the left arrow button (located between the first two tables) to move it back to the Unselected Columns table.
You can also ‘drag and drop’ a column back to the Unselected Columns table.
5 The Selected Columns table also displays the order the columns will be presented. To rearrange the order of the columns, in the Selected Columns table select the column to be moved and click the up or down arrow button (located to the right of the Selected Columns table) to move the selected column to the desired location. The top entry will be the left-most column in your display/report.
You can also ‘drag and drop’ columns in this table to define the order.
6 The Sort Criteria table (third table) defines the order to be used to sort the search results. To define the sort criteria for your search results, select a column in the Selected Columns table and click the right arrow button (located to the right of the Selected Columns table) to move it to the Sort Criteria table.
Sort Criteria Defines the criteria to be used to sort the search results, including:
• Order By - specifies the column(s) to be used to sort the data. The primary sort criteria is listed first.
• Direction - specifies whether to present the data in descending or ascending order
• Group By - indicates whether the column is also to be used to group the data
To rearrange the sort criteria, use the buttons to the right of the table:
• Moves the selected column up in the list.
• Moves the selected column down in the list.
• Resets the Sort Criteria and Display Results tables back to the factory defaults.
Search Results Specifies the format to be used to display the search results on the Search Results page.
When a grouping is defined, select one of the following options:
• In a Grid (default)
• As a Pie Chart
• As a Bar Graph
NOTE: These options are only available when a single level of grouping is defined (i.e., only one column contains a Yes in the Group By column of the Sort Criteria table).
NOTE: The options in this table apply only to the search results in the client; they do not apply to reports.
NOTE: To reset the column selection and arrangements in the Selected Columns table back to the factory defaults, click the restore button located next to the lower right-hand corner of this table.
Table 12. Layout tab: Table/Control descriptions
Table Description
To specify secondary sort criteria, add the additional column to the Sort Criteria table. Use the arrow controls to the right of the Sort Criteria table to define the primary (first column in list) and subsequent sort criteria.
You can also ‘drag and drop’ columns between the Selected Columns and Sort Criteria tables and within the Sort Criteria table to define the sort criteria.
7 To change the direction, ascending or descending, select a column in the Sort Criteria table, click in the Direction cell and select either ascending (ASC) or descending (DESC) from the drop-down menu.
8 In addition, you can use the Group By column to define groupings. To group the selected search’s results, select the column to be used for the grouping, click in the Group By cell and select Yes from the drop-down menu.
9 When a single level of grouping is defined (only one column contains a Yes in the Group By column of the Sort Criteria table), you can select one of the following options in the Display Results table to define the display format to be used for the selected search:
• In a Grid (default)
• As a Pie Chart
• As a Bar Graph
10 Click one of the following tool bar commands to save your selections:
• Save
• Save As | Save As
• Save As | Save As Default
SQL tab
The SQL tab displays the SQL query built to run the selected search. This information is only available once a search has been created.
To copy the SQL query:
1 Select the text that is to be copied.
2 Click the Copy tool bar button.
3 Open the application (e.g., Notepad) to which the content is to be pasted, right-click and select Paste.
NOTE: The settings in the Search Results table does not apply to reports.
NOTE: To reset the settings in the Sort Criteria table and Search Results table back to the default settings, click the restore button located next to the lower right-hand corner of the Sort Criteria table.
NOTE: You can also use the Preview Changes tool bar button to rerun the query to preview the changes you have made without saving them.
NOTE: The SQL tab is hidden by default. To display the SQL tab, use the Action | Show SQL Tab menu command.
NOTE: To copy the entire SQL query, click before the first word in the query, use the scroll bar to scroll to the end of the query text, and Shift + click after the last word in the query to select all of the query statements.
XML tab
The XML tab displays the XML representation of the search criteria. This same information can be exported by right-clicking a search in the Searches list on the Searches page and selecting the Export command.
To copy the XML code:
1 Select the text that is to be copied.
2 Click the Copy tool bar button.
3 Open the application (e.g., Notepad) to which the content is to be pasted, right-click and select Paste.
NOTE: The XML tab is hidden by default. To display the XML tab, use the Action | Show XML Tab menu command.
NOTE: To copy the entire XML code, click before the first character in the XML file, use the scroll bar to scroll to the end of the text, and Shift + click after the last word in the file to select all of the XML statements in the file.