Customize your view - The FlexyView Grid
The FlexyView Grid offers a range of options to make your data easy to navigate, analyze and report.
Filter, sort & group
The Sort/ Filter tab provides various options for this:
Sort & Filter
Alphabetical sorting and a quick filter are readily available.Extensive filter options are also provided for values, regular expression, text, number, date, time, cutoff date/time, etc... Also provided are options to exclude empty cells, clear filters and hide selected rows.
Grouping
Grouping is a special feature of the FlexyView Grid allowing you to categorize the entire grid by any property, on the fly.
Simply drag any column headers up into the grouping zone.
In this example we can see all groups by type, their group name, and finally which are Teams.
We can also see how many items are within each category.
You can do this with as many sub-levels as you like, to re-order them as needed. For example, you could first show each department and all usernames within. Then instantly flip that to check which usernames appear in more than one department.
If you are searching for a string in a grid with categorizations using the 'Find' feature, make sure to expand all groupings first.
The Grouping tab
Furthermore the grouping headers can be set to display things like totals, or any other relevant result.
The grouping tab provides buttons for these settings including:
Group format - options to change the way that values are displayed in all group header rows
Totals - how each category header displays totals as well as the type. Examples are Sum, Average, Count, Count but exclude empty cells, etc..
Add comments
Add or edit your own comments to selected rows:
Comments are persistent and can be set to public so others can see them (for example among a team of admins).
A history of all past comments is visible in edit mode.
Expressions can be evaluated as formulas, and column values from the same row can be referenced via their unique ID (found in Column Settings) prefixed with # b(e.g.#displaytName).
Export or copy/paste
There are many ways to export and report what is displayed in sapio365.
Copy/ Paste:
First, anything displayed can be simply copied & pasted to another program. Since this is rich text, anything you copy will be pasted as-is.
This means you can set up a custom display of groupings and expanded or collapsed headers, and copy this as-is to your external program.
Export:
Export the grid's content to various file formats.
This option is grid-specific and will only include the selected data of the grid within which the export is initiated.
Analysis tools
The Global tab provides a range of tools for more advanced analysis such a charting, pivot table finding duplicates, comparison and statistical operations.
Charts
Build summarized reports of the data in your current grid.
Choose among various chart types and display options including pie, bar, graph etc..
Pivot
Build a pivot table from the data displayed in your current grid
Compare Column Values
Identify which items match, which do not, and which are missing by comparing cell values of multiple entries in the grid.
Show Duplicates
Shows the number of times identical values occur in a selected column, and per category.
Example: The number of times the same department name appears within each country.
Statistics
Perform a variety of statistical calculations for a data set defined by your currently focused column.
Switch Views in the FlexyView Grid
Views in the FlexyView Grid help you get to the information that matters quicker because of a cleaner, pre-arranged FlexyView Grid.
Every sapio365 window has its own list of Views to choose from. Choose views from the drop-down list in the top right corner of the grid.
System Views: created by Ytria, these Views display a subset of related attribute columns.
System Views can be modified and saved as custom Views.
System Views cannot be deleted.
Custom Views: if the view you need is not among them, create your own Views!
Custom Views can be modified or deleted.