MyViews

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Introduction

MyViews is a term we use to describe the "list" displays throughout the application. In addition to presenting you with column information, you can manipulate these displays in several ways to better represent the information in a manner that best suites your needs. There are a ton of features available with MyViews, so this document serves to outline all of these features regardless of which product you are utilizing.

Note: Many of the "advanced" features described in this document are only available as part of Premier.

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Locating Rows

In MyViews, you can locate a data row by typing the initial characters of the values contained in this row.

To locate the nearest row that contains a specific value in a specific column, do the following:


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Hide Columns

Do one of the following:

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Show Hidden Columns


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Reorder Columns

To reorder columns, drag and drop a column header to a new position:

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Resize Columns

To resize columns, drag the right edge of the target column header:

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To change a column's width so that it displays its contents compactly in their entirety, do one of the following:

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To change the widths of all columns so that they display their contents in the best possible way, right-click the header of any column and select Best Fit (all columns).

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Sort Data

To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header, until an UP or Down Arrow icon is displayed within the header. The Up and Down Arrows indicate ascending and descending sort orders respectively.

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To sort records by a column's values while preserving existing sort conditions, do one of the following:


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To remove sorting by a column, click a column header while holding the CTRL key down.

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Group Data

To group by a specific column, do one of the following:


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Ungroup Data

To ungroup data by a grouping column, do one of the following:

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To remove grouping by all columns, right click the group panel and select Clear Grouping from the context menu:

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Change Group Order

To change group order, move a grouping column header to another position within the group panel:

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Create a Simple Filter

To select records that contain a specific value in a specific column field, do the following:

Invoke the filter dropdown list containing available filter values. See below on how to do this. By default, if filtering is applied, the filter dropdown will only display the values which match the current filter criteria. If the SHIFT key is pressed while opening the filter dropdown, all values will be listed (not only those that match the current filter criteria).

Select the required filter value in the filter dropdown list:

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The filter dropdown list will be immediately closed, and the control will display the records which contain the specified value in the specified column field.

If the filter dropdown list provides check boxes to the left of filter values, multiple values can be selected (checked) simultaneously:

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In this mode, click Ok to close the filter dropdown list and apply the filter. You can sequentially filter data against multiple columns using the method described above.

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Create Complex Filter

To construct filter criteria involving multiple columns fields, and using various comparison operators, do one of the following:


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Use the Filter Builder, that allows complex filter criteria to be constructed.

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Clear the Filter

To clear the filter applied to a specific column, do one of the following:


To clear the total filter criteria, click the Close Filter button within the Filter Panel:

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Disable/Enable the Filter

Click the Enable Filter button within the Filter Panel:

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Filter Dropdown List


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Filter Editor

The Filter Editor is used to edit filter criteria. To create and customize filter criteria, use the Image and Image buttons embedded into the control and context menus supported by the editor's elements:

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Remarks

A filter condition group is a set of conditions combined by the same logical operator. The following filter expression contains two groups combined by the logical OR operator: "(Product = 'Chang' And Quantity > 20) Or (Product In ('Tofu', 'Konbu') And Quantity < 100)". In the Filter Editor it's represented as follows:

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Add Conditions

To add a condition to a logical group, do one of the following:


To add a group of conditions to another group, do one of the following:


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Delete Conditions

To delete a condition, do one of the following:


To delete a group of conditions, do one of the following:


To delete all conditions, do one of the following:


To cut a condition/group of conditions to the clipboard, focus this condition/the group's logical operator and press CTRL+X or SHIFT+DELETE.

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Work with Clipboard

To copy a condition/group of conditions to the clipboard, focus this condition/the group's logical operator and press CTRL+C or CTRL+INSERT.

To cut a condition/group of conditions to the clipboard, focus this condition/the group's logical operator and press CTRL+X or SHIFT+DELETE.

To paste a condition/group of conditions from the clipboard to the focused group, press CTRL+V or SHIFT+INSERT.

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Change Column in a Filter

To change a condition's column, invoke the column list by doing one of the following:


Then, choose the required column from the list that will be invoked

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Change Op in a Filter

To change a condition's operator, invoke the operator list by doing one of the following:


Then, choose the required operator from the list that will be invoked.

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Edit a Condition's Value

To edit a condition's value, click the operand value and type text.

To activate the operand value's edit box without changing the value, click the value or focus the operand value via the keyboard and press F2, SPACE, ENTER or ALT+DOWN

To close the active edit box, press ENTER.

To discard changes to the value and close the active edit box, press ESC.

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Compare Col vs Col

Do one of the following:


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Then, specify the column via the operand value's edit box.

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Navigation

To focus a specific filter condition or a group's operator within the Filter Editor, do one of the following:


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Invoke the Filter Editor

To invoke the Filter Editor do one of the following:


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The Filter Editor is also invoked when choosing the (Custom...) item in a column's filter dropdown list, if the current filter criteria applied to the column consists of three or more simple filter conditions, or if the filter criteria contain advanced comparison operators such as "Is between" and "Is any of".

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