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User Notes

cscumming-dwss edited this page Dec 20, 2016 · 12 revisions

THE GRID

Sorting

A user can sort the data in a grid on a column by clicking the column header. Clicking another time on the current sort column reverses the sort direction. Clicking on other column headers while keeping the Shift key pressed adds a secondary or more sort criteria.

Filtering

A user can filter the data in the grid on a column by specifying the Filter values in the entry box immediately under the column header. The Filters function depends on the type of data in the column.

Text Filter

This Simple string filter for matching items that start with or contain a specified string. The matching is case-insensitive. Example: entering "465" in the Barcode field (which is alphabetic not numeric) will produce a list of all barcodes that start with or contain "465". ####Numeric Filter The numeric filter has two entry boxes that allow the user to specify a min and a max filter value. A values between the minimum and maximum will be displayed. Example entering a '1' in the left box and a '50' in the right box under Heat Ticket will filter the Grid so that only rows with Heat Tickets between 1 and 50 are displayed. ####Date Filter The Date filter has two entry boxes that allow the user to specify a min and a max date filter value. The user can also choose a date by clicking on the calendar icon in the field. Values between the minimum and maximum will be displayed. Example entering a '1/1/01' in the left box and a '12/07/07' in the right box under DateEntered will filter the Grid so that only rows between those dates are displayed.

Column Hiding

All the columns can be included or not in the Grid Display. Click on the small lined box in the upper right corner of the grid. A drop down list of the column names will appear. Right-Click on the Column names to check/un-check them. Unchecked names will not appear in the Grid.

Column Re-Ordering and Re-Sizing

All the columns in the Grid can be re-ordered and sized to your preference.

IMPORT AND EXPORT

The application has the ability to Import and Export Excel files(.xlsx only). This procedure differs from the previous application: If you want to update items already in the database you must include a column labelled "Id". The Id is the key from the database. You may obtain the Id by finding the item in the grid and making sure the 'Id' column is visible.. You may either just copy the id or make sure the item is included in an export.

EXPORT

The Export Button will export whatever is currently showing in the grid. So to reduce the size of the Export File carefully sort and filter your selections before exporting. Clicking on the Export button will bring up the usual File System selection dialog where you can name and place your export file in the desired location

IMPORT

The Import button will allow you to select the .xlsx file that you would like to import. Please make sure the first row has the correct column names. For a reference please see K:\AC\AAIV\Inventory\Inventory Database spreadsheet column titles.pdf. For a Template use: K:\AC\AAIV\Inventory\DWSS Inventory Imports\Blank Format 150630.xlsx. Not using the correct names will cause your import to fail.

For Import, you may do a mass import of many items, both new and updated information for items already in the database. Please carefully read the IMPORT section below for further details.

  • If all the items are new do not include an 'Id' column in the .xlsx file.

  • If the items are already in the database an 'Id' column must be present in the .xlsx file.

  • If you are doing a large mass update of mixed new and existing items simply do not fill in the 'Id' column for the new items, the database will generate a unique id for it. We will be using this until I can verify that either bar codes or property tags of serial codes are indeed unique. Unfortunately right now we have some duplicates here and there.