Customize your view - The FlexyView Grid

The FlexyView Grid offers a range of options to make your data easy to navigate, analyze and report.

NEW - The Data Viewer lets you view and manage all your property columns conveniently in one place.

Watch this short tutorial.

Get more details on how to:

• Show or hide property columns in the grid

• Change the size of the grid data

• Add comments to the grid

• Apply a view

• Apply conditional formatting to a column

• Enrich sub-views with properties

• Add data from a file

• Save a Snapshot or a Freeze Point of the grid

You can also:

Filter, sort & group

The Sort/ Filter tab provides various options for this:

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..

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.