With DataViews, you have the ability to view, parse, sort, group by, and filter data from the application within user-definable views and layouts. The DataView setup is similar to an Excel spreadsheet, displaying data in columns. As with form personalization, the DataView structure supports user, group, and site level layouts. If needed, you can export the DataView to a printer, XPS file, or Excel .xls file. Additionally, you can navigate to the related maintenance form by clicking Details on the right-click context menu.
These types of DataViews exist:
Use these forms to set up a DataView:
You can create a repository of DataViews for specific users and groups. To create a new DataView, you must select a base IDO. All properties of the IDO selected are then listed to allow the user to choose the exact information that they want to include in the DataView. The ability to customize the display name of a property is supported.
Advanced functionality, such as IDO linking and sorting options, can be populated on the DataView IDO Setup form.
A DataView Generation button is available for all forms in the application. When you click the button, the data displayed on the current form, obeying applied filters, is sent to the DataView Results form. On this form, you can group, sort, and sum data to promote advanced data analysis. To generate a hardcopy of the data, you can save the results as an Excel or PDF file, or send them to a network printer.
Each time DataView results are presented, you can save a copy of the layout, which includes any personalizations you have made. This eliminates the redundant task of grouping and sorting the results. Depending on how user permissions are configured, some users can save their changes to the different scope levels: user, group, or site.
On some DataViews, you can right-click on a column and select various actions. For example, you can drill down into the form where data maintenance or transaction entry is performed. You can also drill down into another DataView, or run an executable program, using the Actions menu.
The actions that are available on any DataView column are determined on the DataView Actions form. For more information, see Setting Up the Right-Click Action Menu for DataViews.
Provisions can be put in place to control which data elements are available to which users. You can do this two ways:
DataViews and DataSearch results can include multi-row (stacked) layouts.
Adding a DataView to a Form
Creating an Event to Call DataView Results
Configuring Data Sources for DataSearch