ResultsContainer Features

The ResultsContainer panel offers the following features to customize the view of the results output:

Feature Description Re-sort

Columns

To re-sort a column in ascending order, click the column heading. To re-sort a column in descending order, click the column heading a second time.

Resize/Hide Columns

To resize or hide a column, position the mouse at the edge of a column header until the cursor changes to a double arrow, then drag right or left to resize or hide the column.

Move Columns To move a column, click and hold on the desired column header, then drag and drop the column right or left to the desired position.

Dynamic Column Groupings

To selectively summarize the amount columns by any column and to group the records by any column, drag the column heading into the summary section of the panel

(indicated by the label "Drag a column header here to group by that column"). Multiple levels of summarization can be created.

To display the detail records associated with a grouping, click the '+' next to the desired grouping level. Click the '-' to collapse the view and only display the grouping level.

Filter Each column within any of the grids can be filtered by entering values into the appropriate column filter. Alphanumeric fields filter character by character. Numeric fields filter upon entry of the full field value.

Feature Description Customize

Grid Layout

Use the Grid Action panel to control the view of the results output, save and maintain custom grid layouts, and to specify export, grouping and subtotaling options. Click the Collapse/Expand button in the top left corner of the grid to hide/unhide the Grid Action panel.

Grid Views:

Autofit Grid Columns

To automatically resize columns widths in a grid to the maximum length required for the header and/or data, click the Autofit Grid Columns button.

Sum Footers To place (or remove) sum totals at the bottom of each numeric column, click the Sum Footers (Remove Footers) button.

Grid Layouts: By default the basic ("native") grid layout is displayed. Alternate layouts may be created and applied at a later time, or made to be the new default. See

Custom Grid Layouts for additional details.

List Box Displays the name of the layout currently being used -or- blank if the native layout is being used. Click the down arrow and select a layout to be applied to the grid.

Save Current Layout

To save the current grid layout as a new layout, click the Save Current Layout button.

A prompt panel appears. Specify the new layout name and click OK. A second prompt panel appears. Specify whether or not to set the new layout as the default layout for the query.

Remove Layout From List

To remove a layout, click the down arrow and select the layout to be removed, then click the Remove Layout From List button.

Use Default To apply the default layout to the grid, click the Use Default button.

Use Native To apply the native layout to the grid, click the Use Native button.

Feature Description

Even Rows To change the color for even numbered rows, click the down arrow and select the color.

Odd Rows To change the color for odd numbered rows, click the down arrow and select the color.

RTL To toggle the justification for each field from left-to-right or right-to-left, click the RTL button.

Grid Data:

Select All To select all rows within the grid, click the Select All button.

Unselect All To de-select all rows within the grid, click the Select All button.

Export Underlying Data to Excel

To export the query results data to Excel, select the desired rows in the grid and then click the Export Underlying Data to Excel button. See Copy/Export Records for more information.

Note: Excel must be open/running to process this function.

Groups and Subtotals:

To apply subtotals to grouped data, select the check box next to the desired column header description(s). To remove a subtotal, clear the check box for the desired column.

Note: Only numerical fields are allowed for subtotaling.

Expand All To expand all grouped data in the grid (thus showing all detail records within all groups), click the Expand All button.

Collapse All To collapse all grouped data in the grid (thus showing only group levels), click the Collapse All button.

5.10.2.1 Custom Grid Layouts

ResultsContainer grid layouts for each Executive Dash query may be customized to a specific user's

preference. Similar to columns in an Excel worksheet, columns in the grid may be hidden, resized, and moved to different positions, etc. A user may create as many customized grid layouts as desired for future results. In addition, a user may assign a customized layout as the default layout for that specific query; however, other users are not affected.

By default a basic ("native") layout is displayed in the ResultsContainer. An alternate layout may be created and applied at a later time, or made to be the new default.

To Save Current Layout:

A grid layout may be modified and then saved for future use.

1. After grid columns have been set to user preferences, click Save Current Layout. The GSI_EXQL panel appears.

2. On the GSI_EXQL panel, key the new grid layout name.

3. Click OK. The Set Default panel appears.

4. Click Yes or No to indicate whether or not to set this layout as the default layout for the query. The Layout Saved panel appears indicating the location of the saved layout file.

5. Click OK.

To Save Changes to Current Layout:

An existing customized grid layout may be modified and then saved for future use.

1. Click on the drop down arrow and select an existing grid layout.

2. After grid columns have been set to user preferences, click Save Current Layout. The Overwrite or Create New panel appears.

3. Click Yes. The Set Default panel appears.

4. Click Yes or No to indicate whether or not to set this layout as the default layout for the query. The Layout Saved panel appears indicating the location of the saved layout file.

5. Click OK.

To Save Current Layout As:

An existing grid layout may be modified and then saved as a different layout.

1. Click on the drop down arrow and select an existing grid layout.

2. After grid columns have been set to user preferences, click Save Current Layout. The Overwrite or Create New panel appears.

3. Click No. The GSI_EXQL panel appears.

4. On the GSI_EXQL panel, key the new grid layout name.

5. Click OK. The Set Default panel appears.

6. Click Yes or No to indicate whether or not to set this layout as the default layout for the query. The Layout Saved panel appears indicating the location of the saved layout file.

7. Click OK.

To Remove Layout from List:

A grid layout may be removed from the user's list of available layouts.

1. From the drop down list of layouts, select the grid layout to be removed.

2. Click Remove Layout from List. The Layout Removed panel appears.

3. Click OK. If the deleted layout was the default layout, the Default Layout Removed panel appears.

4. Click OK. The native layout is set as the new default.

To Restore Default Layout:

To apply the default layout to the grid, click the Use Default button.

To Restore Installed Native Layout:

To apply the native layout to the grid, click the Use Native button.

5.10.2.2 Copy/Export Records

If necessary query results data on the ResultsContainer panel may be copied or exported.

1. From the ResultsContainer grid, select the desired record(s):

· To copy/export a single record -- select the desired record.

· To copy/export select multiple records -- press and hold the Ctrl key as records are selected on the grid rows.

· To copy/export multiple records in a range -- select the first record in the range, press and hold the Shift key, and select the last record in the range.

· To copy/export all records -- from the Grid Action panel select Select All -or- while in the grid right click and from the popup panel select Select All.

2. Process one of the following:

· From ResultsContainer grid, right click. The following popup menu appears. Continue with Step 3.

· From the Grid Action panel, select Export Underlying Data to Excel. The Copy into Excel panel appears.

Continue with Step 4.

3. On the popup menu, select the appropriate copy/export function.

· Copy to Clipboard - places data on Windows clipboard.

· Copy to Clipboard w/Headings - places data including headings on Windows clipboard.

· Export to CSV, PDF, RTF, or Excel (Full Format) - brings up Windows Explorer panel.