Using and manipulating tables (grids)

Using and manipulating tables (grids)

1 - General presentation of data tables

Data tables in Abraxio, also called "Grids" are powerful tools for updating and analyzing your data.
They are made up of different areas presented as follows (example for the detailed budget grid):
  1. (1) Grouping Area: allows you to group the rows of your table according to one or more fields (Drag and drop the label of a column in this field)
  2. (2) Search Area: allows you to search for a row in the table across all the text fields in the row
  3. (3) Views display and configuration area: allows you to display/modify/create views and insert/delete columns in the table
  4. (4) Additional features : depend on the type of data displayed, here configuration of the displayed budgets (cashout/P&L and schedule)
  5. (5) Filters button: shows the filters applied and allows you to remove them.
  6. (6) Columns displayed grouped by Data Category
  7. (7) Data creation button(s) : dependent on the data displayed
  8. (8) Total lines
  9. (9) Elevator: allows you to scroll through the table columns on the different panes

2 - Main features of the grids

Perform actions on data

The actions available on a line are displayed in the "Actions" column with the menus:
  1. : actions available on data in table mode
  2. : allows you to display the object's file and access its detailed file (presence depending on the data displayed)

Notes
Other actions may be available depending on the data displayed.

Sorting rows in a grid

To sort data by a field, click on the column by which you want to sort the data:
  1. 1 click: sort alphabetically
  2. 2 clicks: sort in reverse alphabetical order
  3. 3 clicks: cancel sorting

Add/Remove Columns

To add or remove columns:
  1. (1) Click on the cogwheel in the view settings area: the list of available fields is displayed. The fields are displayed by field grouping.
  2. (2) Expand the groupings to see the fields
  3. (3) Select the field to display by checking the box to the left of the field: it is added to the table.
  4. (4) If necessary, use the search box to find a field if you know its label.


Idea
To close the list of fields, click on the cogwheel or anywhere outside the list.

View all columns in a column grouping

When the number of columns in a grouping is too large for display, some columns may be hidden by default:
  1. To display all columns in a field group: Click the chevron to the right of the column grouping name ,
  1. To hide the columns, click on it again.


For timelines, it is possible to display previous or future years if data is present.


 

 Search for a line

The Search field allows you to search for a line containing a character string, across all the data in a line, even if it is not displayed in the table.



If you specify several strings separated by a space or a special character such as "-", for example VAL1 VAL 2, the search performed will be: all lines that contain VAL 1 or VAL 2.


To delete a search , click on the cross to the right of the search field or use the filter management button:




Filter lines

Click on the 3 bars to the right of the column label:



Then perform the desired filters based on the data type (string, dates, number, etc.):

See also the article:








Remove filters

The "Filters" menu appears in blue if filters are active on the table.

From this menu you can remove filters you have made.

 Group the lines

Click on the column by which you want to group your rows and drag/drop it into the grouping area

Your lines will then be grouped according to the selected field.
The column is no longer displayed in the table since the value appears in the grouping levels (you can nevertheless insert the column again if you wish).

You can combine multiple levels of grouping.

The budget, consumed, committed data, etc. are summed by grouping.



Collapse all / Expand all

1) By clicking on the symbol , you can fold everything up
2) Then you can expand/collapse the data (according to the groupings configured in your table) by clicking on the chevrons at the level of each grouping.





Mass update data in detailed budget grids



In the detailed budget tables, you can mass update the data as in an Excel file:
- By pulling the values on the other lines
- Using the copy-paste functions (CTRL+V / CTRL+C) to copy-paste a value.







NB: In the schedules, it is possible to reset the budget to 0 by selecting the cells then clicking on the " delete " key on your keyboard.




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