SSIS Grids. Table of Contents

Transcription

1 SSIS Grids Table of Contents SSIS Grid Options... 3 Grid Basic Navigation Options... 4 How to Access SSIS Grid Options:... 4 Move Columns in a Grid... 5 How to Reposition or Move a Column in a Grid:... 5 Add or Remove Columns in a Grid... 5 How to Add or Remove Columns in a Grid:... 6 Print Grid... 6 How to Print the Grid:... 6 Export Grid... 7 How to Export a Grid:... 8 Export Raw Grid... 8 How to Export Raw Grid:... 8 Go To... 9 How to Use the Go To Function in a Grid:... 9 Expand All and Collapse All How to Expand All or Collapse All Group Fields: Sort Ascending, Sort Descending and Clear Sorting How to Sort a Column in Ascending Order: How to Sort a Column in Descending Order: How to Clear Column Sort Orders: View Preview Header Auto Height Row Auto Height Auto Filter How to Auto Filter a Column: (SSIS) 8/15/11 Page 1 of 24

2 How to Use the Custom Filter Option: Auto Filter banner options: How to Filter Using the Filter Builder: Filter Box Filter Row Group By This Field How to Group By This Field: Group By Box How to Create a Group By Box: Footer Group Footers How to Add a Footer: How to Add a Group Footer: Remove this Column and Field Chooser How to Remove a Column: How to Choose Fields to Display in a Grid: Best Fit and Best Fit (all columns) How to Best Fit an Individual Column: How to Best Fit (All Columns): Restore Grid Defaults How to Restore Grid Defaults: Restore Grid Print Settings How to Restore Grid Print Settings: Resources: (SSIS) 8/15/11 Page 2 of 24

3 SSIS Grid Options Grid options are found throughout the application including searches and in General Reports. Grid options offer a unique way to manage data and organize the information SSIS maintains on clients, casework and fiscal information. Grids can ease search capabilities; provide information that is most needed by individual users; be used as a reporting tool and display important information. In order to fully utilize grids in the SSIS program, it is important that users learn the grid options. Grid options are available in almost every grid within the SSIS application. Grid options are enabled when search results display in the grid, when a grid report is generated or when a preview screen is available and a grid is displayed above the detailed information. Grids provide options for filtering data, sorting data and displaying data. Changes made to a grid remain until the user changes the customization or restores that specific grid to the system defaults. Grid functionality can assist with the creation of specialized reports. Users have the capability to export data from SSIS to Excel or another software program. This provides the ability to further customize reports. (SSIS) 8/15/11 Page 3 of 24

4 Grid Basic Navigation Options Customization of a grid can be completed by using the grid menu. In order to access the grid menu, users must right click within the columnn header in a grid. Use the menu to customize the way grids display and to set up weekly, monthly or quarterly reports. Changes made to a grid display indefinitely until the customization is changed or grid defaults are restored. Grid Menu Options Example of a Grid in Person Search How to Access SSIS Grid Options: 1. Right click in a column header in a grid. 2. The Grid Options menu displays. 3. Select desired grid option. (SSIS) Page 4 of 24

5 Move Columns in a Grid Repositioning a column header allows the user to change how columns display in a grid. Alll columns within a grid can be moved into the order preferred by the user. For example, the user may want to group columns of related informationn by moving them next to each other. Reposition Columns How to Reposition or Move a Column in a Grid: 1. Place the cursor on the column header to be repositioned. 2. Click and hold the left mouse button down. 3. Drag the column header to the new position on the grid. 4. Release the mouse button when the double green arrows display. Add or Remove Columns in a Grid Columns can be added or removed from grids by selecting or deselecting options available in the drop down menu from the column header icon in a grid. The Grid menu options, Field Chooser and Remove this Column, are additional options for adding or removing columns. Users can also remove columns in grids by using a throw away option with their mouse. In order to use this option simply click and drag the column off of the grid. Column Header Icon Column Header Icon (SSIS) Page 5 of 24

6 How to Add or Remove Columns in a Grid: 1. Click on the Column Header icon. 2. Select or deselect column headers from list. Print Grid The Print Grid function prints a report of the information that currently displays in the grid. Selecting additional grid options in the grid menu changes how information displayss in the Print Preview. Print Preview How to Print the Grid: 1. Right click in a grid column header and select Print Grid. 2. The Print Preview screen displays. 3. Click Print or Print Dialog in the Print Preview toolbar. (SSIS) Page 6 of 24

7 Export Grid Use the Export Grid option to transfer report data too another program like an Excel spreadsheet. Reports using Export Grid include only the data and columns that are selected. The majority of exporting of grids is done to an.exe file or to Microsoft Excel. The file types that can be exported to include: HTML (HyperText Markup Language), Microsoft Excel, Text (Comma delimited) and XML(Extensiblee Markup Language). Save As Box Exported Grid in Excel File (SSIS) Page 7 of 24

8 How to Export a Grid: 1. Right click on a column header in a grid and select Export Grid. 2. The Save As dialog box displays. 3. Select the desired export location from the Save in drop down menu. 4. Name the new export file in the File name drop down menu. 5. Select the file type from the Save as type drop down menu. 6. Click Save. 7. The file displays in the location indicated in the Save in field. Export Raw Grid Export Raw Grid transfers all the data in the report to anotherr program like Microsoft Excel. Raw data includes all of the information thatt is available in the report. It includes information and columns thatt may not display in the report depending on the filters selected. When exporting a raw grid, all data will bee included that is held in the tables of the application. For example: the Finalized Date field displays as month, day, and year but the table also holds the hour, minute and second. Export Raw Data includes the hour, minute and second. Export Raw Grid Report in an Excel File How to Export Raw Grid: 1. Right click on a column header in the grid too access the Grid Options menu. 2. Select Export Raw Grid. (SSIS) Page 8 of 24

9 3. The Save As dialog box displays. 4. Select the desired export location in the Savee in field. 5. Name the new export file in the File name field. 6. Select the file type from the Save as type drop down menu. 7. Click Save. 8. The file displays in the location indicated in the Save in field. Go To The Go to function in the Grid menu provides the ability to navigate quickly within a grid. This allows users to navigate to and focus on a specific record within a grid. Go to options include: First, Next, Previous and Last. First navigates the selection to the first item or row in the grid and the preview panel appears as that item. Next navigates to the item directly after the current grid selection. Previous navigates to the item directly before the current grid selection. Select Last to navigate to the final item or row within the grid. Go To with Last Selected How to Use the Go To Function in a Grid: 1. Right click in a column header within a grid. 2. Select Go to. 3. Select the navigational option desired. (SSIS) Page 9 of 24

10 Expand All and Collapse All Grouped items can be expanded or collapsed for ease of viewing and for organizingg and preparing information for reports. To display all items within a field select Expand All. To display the grouped field only, select Collapse All. Report showing Primary Worker and Level of Risk using Expand All Report showing Primary Worker and Level of Risk using Collapse All How to Expand All or Collapse All Group Fields: 1. Ensure fields have been grouped. 2. Access the Grid menu by right clicking in a column header in the grid. 3. Select Expand All or select Collapse All or, click the field. or next to a grouped Hint: Reference section on Group By This Field orr Group By Box as this is required in order to use the Expand All or Collapse All grid options.. (SSIS) Page 10 of 24

11 Sort Ascending, Sort Descending and Clear Sorting Columns can be individually sorted to view data inn alphabetical or numerical order. Sort Ascending sorts the column in ascending order, i.e., from A to Z or from 0 to 9. A grey arrow displays in the column pointing upward. Sort Descending sorts the column in descending order i..e., from Z to A or from 9 to 0. A grey arrow displays in the column pointing down. Sorting options can be cleared by selecting Clear Sorting. This clears all sorting in that column and a grey arrow no longer displays. Sort Ascending How to Sort a Column in Ascending Order: 1. Right click on the column. 2. Select Sort Ascending or click on the desiredd column header until the grey arrow points upward. Sort Descending How to Sort a Column in Descending Order: 1. Right click on the column. 2. Select Sort Descending or click on the desired column header until the grey arrow points downward. How to Clear Column Sort Orders: 1. Right click on the column. 2. Select Clear Sorting. (SSIS) Page 111 of 24

12 View The View option in the Grid menu provides additional menu options to allow userss to have grids display in different ways. This provides opportunities for further customization of grids. Preview Preview allows users to view proofing information in addition to the grid data. Proofing information can be printed or exported with the grid data. Preview is a Fiscal Functionn and only displays as an option on proofing tabs. Grid showing Preview How to Use Preview: 1. From a report with a proofing option, right click on a column header in the grid. 2. Click on View. 3. Select Preview. Header Auto Height This feature automatically adjusts the header s height based on the sizing of the columns so all the text is visible. How to Use Header Auto Height: 1. Click on View. 2. Select Header Auto Height. (SSIS) Page 12 of 24

13 Row Auto Height This feature automatically adjusts the row s height based on the sizing of the columns so all the text is visible. How to Use Row Auto Height: 1. Click on View. 2. Select Row Auto Height. Auto Filter Workers use the Auto Filter option to view a varietyy of different results and create varied reports based on various selections. The Auto Filter function enables users to display specific information from one or more columns. This function can be used to remove or hide any data the user does not want to view on the grid. Additionally, it can be used to only show specific data. Use Auto Filter to run specialized weekly, monthly, quarterly or yearly reports from a grid in a search. When Auto Filter is selected, each column header displays a filter arrow with additional filtering options. One of the options available in thee column header filter menu is Custom. This option provides additional selections to be made for creating a grid in an individualized and customized manner. The Custom option allows the entry of specific criteria such as equals, does not equal, like, not like,, is blank or is not blank, etc. Auto Filter selection showing only FA as the CP Report Track Filter arrow How to Auto Filter a Column: 1. Select Auto Filter from the Grid Options menu. Filter arrows display next to the column headers. (SSIS) Page 13 of 24

14 2. Click the Filter arrow, then select an option under that menu to view only results that match that filter. (All) defaults and displays all available lines in the grid. 3. Repeat stepss to filter additional columns. 4. A grey bar showing the filtered information displays att the bottom of the grid. Hint: The column header inverted arrow displays blue once an Auto Filter is selected and a grey bar displays at the bottom of the grid with the selected Auto Filter. Custom Filter Box How to Use the Custom Filter Option: 1. Click the Filter arrow and select Custom to set a range of conditions that the data must meet in order to display. 2. The Custom Filter box displays. 3. Select an indicator (e.g., equals, does not equal, is less than, is less than or equal to), as applicable for the column header being customized. 4. Select AND or OR, if applicable. 5. Select an indicator (e.g., equals ) ), if applicable, and then enter parameters next to the drop down menu. 6. Click the OK button. A grey filter banner displays at the bottom of the grid. Once an auto filter is completed, a grey banner displays at the bottom of the grid. The Customize button on the bottom grey banner allows you to enter multiple auto filters quickly. When the Customize button is selected thee Filter builder displays. (SSIS) Page 14 of 24

15 Auto Filter Banner Auto Filter banner options: Click the X button to remove the Auto Filter.. Click the check box to select or deselect filter. Click the drop down arrow to display previously used filters. Filter Builder How to Filter Using the Filter Builder: 1. Click the Customize button in the grey Auto Filter banner. 2. Click Filter or an icon indicator to Add Condition, Add Group, Clear Alll or Remove Row. 3. Click on the column name to display a drop down of all available columns. 4. Select AND, OR, NOT AND, or NOT OR if applicable. 5. Select the desired filter information to filter by (equals, does not equal, is blank, is not blank, etc.). 6. Click the press the button to add a new condition button. 7. Click the OK button. (SSIS) Page 15 of 24

16 8. Click Open to open an existing filter, if applicable. 9. Click Save As to save the active filter as a file on an agency drive. 10. Click Cancel to cancel selections. 11. Click Apply to preview changes. Filter Box The Filter Box option displayss the Filter Box at the bottom of the grid. SSIS retains the last 25 filtered grids. Filter Box How to Create a Filter Box: 1. Right click on a column header in a grid. 2. Click on View. 3. Select Filter Box. 4. The Filter Box displayss at the bottom of the grid. Filter Row A Filter Row creates a row at the top of a grid enabling additional search and sort options. Filter rows provide two ways of filtering. A type ahead feature runs off Exact Match. When typing characters, an in place editor automatically completes the entry with a field value containing similar starting characters. A wildcard search usess Like Match. Wildcardd symbols include an asterisk (*) or an underscore (_). The underscoree wildcard represents a single character and is used as a placeholder. The asterisk wildcard is used as a substitute for additional characters or a number of characters in a string. The asterisk provides a Starts With or Ends With filter depending upon where the asterisk is located. For example, if searching on a zip code and onlyy the first three characters are known, an entry of 555_1 * would find all zip codes that begin with 555 and the fifth character is 1. The underscore serves as a placeholder for the unknown fourth character. The asterisk, located at the end of the entry, would find any and all subsequent entries such as a zip code extension. (SSIS) Page 16 of 24

17 Filter Row How to Create a Filter Row: 1. Select Filter Row from the Grid Options. 2. Click in the filter row below the column to filter. 3. Type in the filter to apply to the grid by using either the Exact Match (type ahead) or Like Match (wildcard). 4. Press Enter when desired filter is entered into the Filterr Row. 5. Filter is applied to the grid and displays in the Filter Bar. Group By This Field The Group By This Field option allows the user to group items by one or more selected columns. A column moves up as the next grouping option in the Group By Box when this option is selected. The Group By Box displays the grouping and the order of the items grouped. Alternately, the user can drag a column header to the grey panel at the top of the screen and follow the green arrows that display to indicate where the column( (s) should go. The user can createe a customized report for the dataa in the grid by grouping fields. Group By This Field Box (SSIS) Page 17 of 24

18 Group By This Field with Grid How to Group By This Field: 1. Select the column to group by right clicking the column header in the grid. 2. Select Group By This Field or, click on the desired column within the grid, drag it into the Group By Box banner and use the green arrows to indicate where the field should go. 3. Repeat stepss for additional groupings if applicable. Group By Box Another way of grouping column headers is by using the Group By Box function to create an area to drag and drop columns into. The Group By Box creates a header or banner in which to display grouped columns. The items grouped display within the header as illustrated below. After selecting columns to group, the Group By Boxx displays the primary column and a plus sign to show there is more information grouped within. A secondary row displays under the primary column based on the secondary column grouping with a plus sign to show there is further information grouped below that row. In the screen shot below, the Group By Box displays the column grouping selections. These groupings also display in the grid. The Worker column header is the primary grouping with the Workgroup Name column being the secondary grouping of display results. Intake Type is the third column grouping selected. Within the grid the first row displayss a Workerr and when that row is expanded the secondary row displayss the Workgroup Name and when expanded the third row displayss the Intake Type. (SSIS) Page 18 of 24

19 Group By Box Showing Column Groupings and Grid Hint: Click the Plus Sign button in the applicable line in the grid to view additional information or select the grid menu option Expand All too expand all. Click the Minus Sign button to collapse the expanded line in the grid to hide the additionall informationn or select the grid menu option Collapse All to collapse all. How to Create a Group By Box: 1. Right click on a column header and select Group By Box. 2. Click on a column header and drag it into the Group By Box banner. When the double green arrows display, dropp the column header or, use the Group By This Field menu option too add columns to the Group by Box banner. 3. Repeat stepss for additional groupings if applicable. Footer Select the Footer option within a grid to have a footer display for the grid. The footer provides information (such as totals) regarding column selections. The report may or may not have a footer displaying by default. Selecting Footer either shows the footer, if it does not display by default, or hides the footer if defaulted to display. The footer submenu displays informationn based on n the values in the columns. Available options depend on the type of data in each column and are not available on every column type. (SSIS) Page 19 of 24

20 Footer/Group Footer Group footer Footer Footer Submenu a. Sum The total quantity of the column b. Min Displays MIN= and the smallest value in the columnn c. Max Displays MAX= and is the largest value in the column d. Count The number of values in the column e. Average Displays AVG= and the sum divided by the count in the column f. None Clears any options selected from the footer options. Group Footers To display a footer at the bottom of the grouped columns select the Group Footer option in the Grid menu. A footer will display within the selected groupings. Group footers have the same options available in the footer submenuu as listed above. (SSIS) Page 20 of 24

21 How to Add a Footer: 1. Right click on a column header in a grid to access the grid menu. 2. Select Footer from the menu. 3. Right click within the footer box to display the Footer Submenu. 4. Select the applicable footer option for that column. How to Add a Group Footer: 1. Create a grouping by following steps in the Group By Group By Box directions. 2. Select Group Footer. 3. Right click in the Footer Box to display the Footer Submenu. 4. Select the applicable submenu item to display. This Field or Removee this Column and Field Chooser Each grid comes with a default column setting but can be changed to a user s preference. Columns can be displayed or removed as desired. The menu options of Removee this Column and Field Chooser allow users to customize the grid. Field Chooser Customization Box (SSIS) Page 21 of 24

22 How to Remove a Column: 1. Right click in the grid in the column to remove. 2. Select Remove this Column. How to Choose Fields to Display in a Grid: 1. Right click on the grid and select Field Chooser. 2. A Customization box displays with available columns for the grid. 3. Click and hold mouse button down on column name in Customization box. 4. Drag column to the location the column displays in the grid. 5. Click the X button to close the Customization box. Best Fit and Best Fit (all columns) Best Fit broadens or narrows a specific column selected automatically depending on your monitor and window size. Best Fit (all columns) broadens or narrows all the columns currently displaying on the report based on your monitor and window size. How to Best Fit an Individual Column: Right click on the individual column in the grid and select Best Fit. How to Best Fit (All Columns): Click anywhere in the grid and select Best Fit (all columns). Restore Grid Defaults The Restore Grid Defaults function resets the selected grid to the default setting for that grid. All column changes, including any filter options or footer changes, revert back to the system defaults. (SSIS) 8/15/11 Page 22 of 24

23 Restore Grid Details How to Restore Grid Defaults: 1. Select Restore Grid Defaults from the Grid Options menu. 2. A dialog box displays confirming this action. 3. Select Yes to restore or No to cancel. 4. Grid column headings revert to original grid defaults. Restore Grid Print Settings The Restore Grid Print Settings function resets the print options selected in the Print Preview option of the Print Grid. How to Restore Grid Print Settings: 1. Select Restore Grid Print Settings from the Grid Options menu. 2. Print settings revert to original grid defaults.. (SSIS) Page 23 of 24

24 Resources: Department of Human Services website: CountyLink: Print Option Toolbars Job Aid: Department of Human Services website: CountyLink: SSIS Fiscal: Customize Grid Reports: Department of Human Services website: CountyLink: SSIS Fiscal: Customize Search Grids and Preview Panel Grids: (SSIS) 8/15/11 Page 24 of 24