Using the Software - Customising Views


Views can be used in the PDS software to display graphical data (using graphs and charts), used to display a tabulated list of common data (information) or used to provide access to create, edit, move or delete data in a particular module.

All views used to display tabulated data can be customised to suit the users requirements, this could include; filtering the presented data, showing or hiding particular columns of information, sorting data a particular way, grouping common data together or changing the order in which the columns of information are displayed.


Filtering data

Data can be filtered by applying a filter to either a single column or multiple columns in the data grid.

Click on the down arrow beside any of the data columns, select Filter and enter the filter criteria.

2. Showing / hiding data columns in the navigation grid

Most data columns in any data grid can be hidden from view if required.
Click on the down arrow beside any of the data columns, select Columns and tick a column (to display it) or untick a column (to hide it).


Sorting data in the navigation grid

Data can be sorted by single or multiple columns.
Click on the down arrow beside any of the data columns, select Sort Ascending or Sort Descending to sort the data grid accordingly.
To sort the data by a single data column simply click on the relevant column title.


Grouping data

Common data in the can be grouped by a single or by multiple columns, this is often useful to see trends in data or repeat information.
Click and drag any of the column headers to the area labelled Drag a column header and drop it here to group by that column.
To remove a grouping, click on the 'x' beside the column header label.


Clearing any customisation from a data grid

Once data has been filtered, columns hidden or shown, or data grouped or sorted in any way a yellow user message View has been customized. Click here to reset will appear.
To simply clear any customisation that has been applied to a data grid click the word Reset in the yellow user message.

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