Throughout Ytria's software lineup you'll encounter a number of screens featuring a graphical user interface with rows and columns. In the Ytria Online Help database we call these screens 'grids.' To avoid confusion, any screens in Ytria that feature columns and cells but do not use this interface will be referred to as 'tables.'
Explained below are the features found in the grid screen interface:
- Group by column header
- Filter columns
- Sort column headers
- Export to file
- Paste rows to a spreadsheet or text editor
- Column freezing
- Contextual menu options
There are also grid-type screens in Ytria's software which, because of performance considerations, offer a more modest feature set. These screen will be referred to as 'Basic Grids.'
Grouping by column headers ^ Return to top
In grid screens you have the ability to group information by column headers. To do so, simply drag-and-drop a column header to the sorting area (which is labeled 'Drag a column header here to group by that content'). You can expand and collapse grouped items by toggling the +/- buttons that appear in rows.
One level of grouping:
You can group by more than one level. Multilevel grouping can offer a more meaningful presentation of your data. The example pictured below uses agentEZ. The information is grouped by (agent) Name and Database Title:
Filtering column headers ^ Return to top
This is another way to quickly see precisely what you want to see when dealing with large amounts of information. Just click the filtering icon on the column header and choose a filter. You can either choose from the following filter types (and it's possible to use any combination of filters simultaneously if desired):
Filter by Regular Expression: This allows you to enter a regex to filter the column
Value Filters: This allows you to specifically filter out discrete column values via checkboxes
The following filter types offer 'equal to';'not equal to'; 'greater than';'less than'; 'equal to or greater than'; and 'equal to or less than' variants:
Text Filters: Here you can enter simple text filters.
*Number Filters: Here you can filter using valid numerical input (i.e.: digits 0-9; comma ','; point '.'; e; K; M; or G).
*Date Filters: Here you can enter date filters in yyyy/mm/dd format.
* Introduced in the EZ Suite version 11 updates introduced
Columns with active filters won't have the red 'x' on the filter icon:
You can remove any active column filters with the Clear Filters command found the Contextual menu of most grid windows.
Sorting information in ascending or descending order ^ Return to top
If you click on a column header, it will display items in ascending order; click once again and it display the information in descending order.
If you hold Shift and click another column header you can add a secondary level of sorting. For example if you first sorted a column named 'Type' you could then Shift + click the column header for 'Name.'
Export to file ^ Return to top
Grid screens in Ytria tools allow you to export data via the Grid Action>Export to File... option in the right-click menu. You must select a file path, and choose between ASCII or Unicode output. You have the following format options:
- Pre-Formatted Text file
- HTML (Selected Row)
- Pre-Formatted Text file (WYSIWYG)
- Pre-Formatted Text file (Export Only Children)
- Pre-Formatted Text file (Selected Rows Only)
- Pre-Formatted Text file (Export Only Children of Selected Rows)
Pictured below is an example of grid screen data exported to HTML:
Copy and paste selected rows to a spreadsheet or text editor ^ Return to top
Grid screens also offer a quick way to see your information in a spreadsheet application such as IBM Lotus Symphony, Microsoft Excel or OpenOffice.org Calc or even a text editor like Notepad. Simply select some rows in a grid screen and press Ctrl+C to copy unicode data to your clipboard. Then paste the information into your spreadsheet. Note that any checkboxes will appear as '1' if enabled or '0' if disabled.
Copy information from a grid window...
... and paste it into a spreadsheet:
Column Freezing ^ Return to top
Column header freezing was introduced in the EZ Suite 10.5 update. You can use this feature to 'freeze' or lock one or more columns so that they can remain visible as you scroll horizontally. The rightmost 'frozen' column will will display a red vertical bar.
This feature works in a similar manner to the freezing functionality found in most modern spreadsheet applications.
The commands related to column freezing can be accessed by right-clicking and choosing the Grid Action submenu. The following options are available:
Freeze Up To "x" (Ctrl + F4): This option lets you 'freeze' or lock all columns starting from the lefthand side up to the currently selected column.
Freeze Columns ( F4): This option will give you a dialog box where you can 'freeze' or lock all columns up to the last fully visible column on the righthand side of the grid (if the last visible column on the right is only partially shown, it will not be available for freezing).
Unfreeze (Ctrl + Shift + F4): This option will 'thaw' or unlock the frozen columns in a grid.
Contextual (right-click) menu options in grid screens ^ Return to top
The contextual menu in any Ytria tool's grid screens will always display a Grid Action submenu and a Grid Columns submenu. The contextual menu may also contain application-specific options (see the individual product's help pages for information on these options).