Configuring and sorting grids and columns in Q360 allows us to control the data returned in grids, making it easier to manage and evaluate.
Sorting Columns
- Open a grid
- Click any column header to sort column in ascending or descending order
Changing Column Position within a Grid
- Open a grid
- Click any column header and drag it right or left to reposition that column in the grid
Change Column Width
- Open a grid
- Click the vertical bar separating any two columns and drag it to the left or right to resize the column
- Alternatively, right click anywhere in the grid and from the drop down menu that appears, select “Configure Columns.” A list of all grid columns will appear. Double click in the Width column of this list and edit width directly in this list
Hide / Unhide Columns
- Open a grid
- Right click anywhere within the grid and from the drop down menu that appears, select “Configure Columns”
- A list of all grid columns will appear. Use the checkboxes in this list to hide /unhide one or more columns
Filtering Data
Header Filters
- Click on the grid Filters icon. A row of filter fields will open below the column header row. Some of these fields will be free form entry, while others will contain drop down menus
- Select values from drop down menus and / or type in some value to narrow grid results
Numeric Columns
- Click on the grid Filters icon
- In the filter field that displays in numeric columns, use the > (greater than) or < (less than) symbols and some value to narrow your grid results based on whether the value in that column is greater than or less than some value
Date Columns
- To filter a grid by a date column, click on the grid Filters icon
- Click in the header filter field that appears and a calendar will be displayed
- Select desired date from calendar and using the adjacent column, select further narrowing criteria such as < (prior to the date), > (after the date), = (equal to the date) etc.
Include / Exclude Options
Right clicking on a value in the grid and selecting “Filter [column name]” gives you the option to include or exclude this value from your grid results. For example, if you right click on “Active” in the Status column and select Filter > Include, your grid will display only records for which the Status is “Active.”
To exclude records with a particular value in a particular column, right click on the value, then click Filter > Exclude. For example, if you do not wish to see records for which the Status is “Active,” right click on the word “Active” in the Status column, then Filter > Exclude. The grid will then display only records for which the Status is NOT “Active.”
Grid filters set this way may be cleared by right clicking anywhere in the grid and selecting “Reset Filters.” The grid will return to its original state.
Grouping and Totals
Group by a column: right click anywhere in a column and select Group By [column name]. The entire grid will reorder to reflect grouped values in that column. Note: grid Total lines will calculate the same, but each group will now include a Subtotal by Group line.
Additional filtering on columns will work on groups. For example, a grouped grid may then be sorted in ascending or descending order of column values within each group.
Save Grid Filter Setup as Default
If you wish to save a particular set of filters for a grid you commonly use
- Set your filters as desired
- Right click anywhere in the grid
- Select “Save My Grid.” The next time you open this grid, the data will be sorted, ordered and filtered according to your saved settings
- To delete a saved set of grid filters and revert grid to core defaults, right click anywhere in the grid and select “Reset My Grid”
Export Data
To export grid data
- Right click anywhere in the grid
- Select Export Data
- Select an option or format for the exported data
“Active Only” Checkbox
Some grids have an “Active Only” checkbox above them that typically defaults to ON. This means that only Active records are displayed. To view all records, including Inactive, uncheck this checkbox. To set this checkbox to always checked or always unchecked for a particular grid
- Check or uncheck the checkbox
- Hover over the “Active Only” text
- Right click and select “Save ‘Active Only’ State”