1. Grouping.

 

 

from version 5.16 time filtering has been added for further details see

 

 

Grouping Data

 

•Drag a column header from the column header panel to the group panel.

•Right-click a column header and select Group By This Column from the context menu.

 

This can be repeated to give hierarchical grouping.

 

 

 

 

 

 

here you can see grouping by owner and then description

 

 

 

 

Ungroup Data

 

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

 

•Drag a column header from the group panel to the column header panel.

•Right-click a grouping column's header and selecting the UnGroup from the context menu.

 

 

 

2. Sorting.

 

To sort records by column 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.

 

 

To sort records by column values while preserving existing sort conditions, do one of the following.

 

Click a column header while holding the SHIFT key down, until an UP or Down Arrow icon is displayed within the header.

Right-click a column header and select Sort Ascending or Sort Descending from the context menu.

 

 

 

 

 

 

 

 

3. Filtering

 

 

 

Create a Simple Filter Condition

 

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

 

1. 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 only displays the values that 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).

 

2. Select the required filter value in the filter dropdown list.

 

 

 

 

 

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

 

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

 

 

 

 

 

Create Complex Filter Criteria

 

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

 

Invoke the filter dropdown list (see below) and click Custom. This will invoke the Custom Filter Dialog, allowing you to compare a column with one or two values:

 

 

 

Use the Filter Builder that allows complex filter criteria to be constructed. See End-User Capabilities: Filter Editor to learn more.

 

 

 

Clear the Filter

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

 

•Invoke the filter dropdown list (see below) and click (All).

•In Grid Views, right-click the column header and select Clear Filter.

 

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

 

 

 

 

 

Disable/Enable the Filter

 

Click the Enable Filter button within the Filter Panel.

 

 

 

 

 

 

Invoke the Filter Dropdown List

 

In Grid Views, hover over the column header. Click the filter button () within the column header that appears.