Working with Longview Tables

Depending on your system, you may have one or more Longview Apps that use Tables. Tables allow you to work with records in application tables within the Longview database. For instance, you may be able to input records, or review results best suited to row/column layout.

Adjusting columns

In the Table you can adjust columns widths, re-order and hide columns. If layouts are enabled, these changes will be saved and the Table will honor these settings the next time it is opened.

To hide a column:

1. Right-click on the column heading.
2. Select hide.

To restore hidden columns:

1. Right-click on a column heading.
2. Select Unhide all.

To change the width of a column:

1. Move the mouse to the left edge of the column to be modified. The cursor will change to a resize icon.
2. Left-click and while holding the mouse button down, move the cursor left to shrink the column width or right to increase the column width.

To auto fit all columns:

1. Right-click on a column heading.
2. Select Auto Fit Columns Widths. The width of each column will be modified to be the minimum to display the data currently visible.

Filtering

You can filter the rows displayed in the Table by filtering based on the values of one or more columns.

To filter rows in a table:

1. In the Table toolbar, click the Filter button.
2. Repeat for each column to apply a filter to:
   1. Move the mouse on the column heading to cause the filter icon to appear.
   2. Click on the filter icon. The filter dialog appears.
   3. Check the values for which you wish the row to appear in the table
   4. Click OK.

To remove filtering:

1. In the Table toolbar, click the Remove Filter button.

Working with layouts

Depending on the way your Table was configured you may be able to save multiple layouts. A layout stores information about:

• column order
• column widths
• grouping
• filtering
• hidden columns

If layout is supported, the Table will appear with the last layout the next time it is opened. If not, the layout of the Table will be reverted the next time it is opened.

To reset the layout:

1. In the Table toolbar, select Layout > Reset. The Table is reset to the original layout.

To save the current layout:

1. In the Table toolbar, select Layout > Save as. The Save as dialog appears.
2. Enter a name for the layout and click OK. The layout is saved and appears in the Show and Delete menu.

To show a saved layout:

1. In the Table toolbar, select Layout > Show. A list of saved layouts appears.
2. Select the layout you wish to show.

To delete a saved layout:

1. In the Table toolbar, select Layout > Delete. A list of saved layouts appears.
2. Select the layout you wish to delete. A confirmation appears.
3. Click OK to delete the saved layout.

If you have loaded a layout and made changes, you can revert to the saved layout via reload.

To reload a saved layout:

1. In the Table toolbar, select Layout > Reload. The last saved version of the current layout is loaded.

Formatting tables

Depending on the way your Table was configured, you may be able to specify whether you want to view subtotals and/or the grand total. If neither subtotals nor the grand total is configured, the Options menu will not appear.

To toggle the display of subtotals:

1. In the Table toolbar, select Options > Show Group SubTotals. The display of group subtotals is toggled.

   Note: Subtotals are only displayed if configured in the Table and the Table is currently grouped.

To toggle the display of the grand total:

1. In the Table toolbar, select Options > Show Grand Totals. The display of the grand total is toggled.

Navigating tables

Your App Developer has set up your Tables so that the columns contain specific fields. Filters may be applied to limit the rows displayed.

Depending on your system, a Table may contain tabs across the top. In this case, each tab may show a different view of the data.

Using the table toolbar

The Tables in your Longview Apps may contain a toolbar with functionality that can help you with everyday tasks. For example, the toolbar may have buttons that allows you to upload the changes you have made to the Longview database, run custom models, or open other Data Grids or Tables. It could also contain buttons that close the Table.

To initiate any toolbar action, click the appropriate button on the toolbar. If you are working in a Table that contains tabs, the toolbar is specific to each tab; however, if you click a toolbar button that specifies a close action, the entire Table closes.

Common toolbar actions included in data tables:

1. Submit: Click to submit any data changes to the database.
2. Refresh: Click to refresh the data displayed in the table. If there are any un-submitted changes you will be prompted to submit the changes first.
3. Filter: Click to enable filtering of rows based on column values.
4. Remove Filter: Click to remove all filters.

   Note: This button is disabled unless you have created any filters or your saved layout contains filters.

5. Group: Select a column to group rows by. Sub-totals for each group will appear for some columns if configured by your Longview App Designer.
6. Options: Click to toggle display of subtotals and the grand total. s
7. Print Preview: Click to print the current data grid. For more information, see Printing Tables.
8. Export to Excel: Click to export the current data grid to Excel. For more information, see Exporting data.
9. Export: Click to export data from the current Table to a csv file. For more information, see Exporting data.

   Note: This button only appears if the import option has been enabled by your Longview App Developer.

10. Import: Click to import data into the current Table. For more information, see Importing data.

    Note: This button only appears if the import option has been enabled by your Longview App Developer.

11. Layout: Click to open the layout menu. For more information, see Working with layouts.
12. Help: Click to open this help guide.
13. About: Click to view information about the app, template and framework version.

Using the table action toolbar

Depending on the configuration of the Table there may be an additional toolbar below the main toolbar. This toolbar appears only when a Table is being used for input and is configured by your Longview App Designer.

Actions included in the Table action toolbar:

1. Add: Adds a new row to the Table.
2. Delete: Deletes the selected row from the Table.
3. Duplicate: Adds a new row to the table an copies values from the selected row.
4. Reset: Resets the invalid values of the selected row, if any.
5. ResetAll: Resets the invalid values in all rows.

Using table context menus

The cells of your Tables may contain a context menu with standard menu commands.

Tables can contain two types of context menus: row context menus and data context menus. Right-click a row to access the row context menu with the following commands:

Note: Your context menu may also include custom business actions created by your Longview App Developer.

Right-click a data cell to access the data context menu. The data cell menu only appears if any custom business actions have been created by your Longview App Developer.

Changing magnification

You can change the magnification of a table to suit your preference for your screen. Modifying the magnification of a table applies to the current session view only and not the way the table is printed.

Zooming in and zooming out

You can modify the magnification of a table from 10% to 200%.

To zoom in or zoom out:

1. Open the table using the appropriate method.
2. Depending on the way you want to modify the magnification, do one of the following:
   • To increase the magnification of the table, click Zoom In on the status bar. The report magnification increases by 1%. Alternatively, you can drag the slider to the desired magnification level.
   • To decrease the magnification of the table, click Zoom Out on the status bar. The report magnification decreases by 1%. Alternatively, you can drag the slider to the desired magnification level.

Restoring magnification defaults

If you have modified the magnification of a table, you can restore the table to the default view of 100%.

To reset the magnification of the table to default, click Restore to default zoom level on the status bar. The table magnification returns to 100%.

Searching tables

Your Table may include the Search box at the right-most edge of the toolbar. You can use the Search box to search for values in the Table.

To search:

1. Type in the Search box. Matches, if any, appear highlighted yellow in the Table. The first cell containing matches is outlined, and any matches within the cell are highlighted yellow.
2. If your search returned more than one result, click Next to navigate the search results. The next matching cell is outlined and any matches within the cell are highlighted yellow.

Printing tables

Your Tables may include the Print Preview button.

To print:

1. Click the Print Preview button. The Print Preview dialog opens. Depending on the printer selected, the available options may vary, for example the ability to print on both sides.
2. Select the desired option from each option selector.

   Note: Changing some options may require you to click on the preview to apply them.

3. Click Page setup to apply additional Table specific options. The page Setup dialog appears.
   1. Enter text in the title field to add a title to the report.
   2. Select Gridlines to outline each cell in the report.
   3. Select Grid shade to shade alternate rows in the report.
   4. Click OK.
4. When you are finished, click Print. The Table prints in the specified format.

Working with data

You can manually input data to any unprotected cell in a Table. In many cases, you may be also able to select a value from a drop-down list, a date picker, or use a check box.

By default, protected cells are shaded and the contents are a darker grey and the contents of unprotected cells are black.

Depending on how your App Developer configured the Table each cell may have a unique input control, such as a combo box, a symbol selector, check box, numeric r text input.

Copying and pasting data

You can copy and paste data within a Table, but it is limited to a single field at a time, and that field must accept direct input.

To copy values to a new row, use the Duplicate action.

To copy and paste data:

1. Copy the appropriate value to the Windows clipboard. 
2. In the Table, edit the cell and press Ctrl+V to paste the value. 

   Note: Formats, formulas, and comments from third-party tools are not retained when pasting into Tables.

Importing data

Users of tables can import data stored outside of the application directly into Longview Tables. This can be useful if you have a lot of data to input that is stored in an external file.

Note: Import is only available if enabled by your Longview App Developer.

To create the import file:

1. For each value to be imported, specify the values for each column in the table.
2. Separate each symbol and the value with a “,”.

   Note: The exact format of the file is determined by your Longview App Developer.

To import the file:

1. Click Import. The Import dialog appears.
2. Select the file to import.
3. Choose clear option.
   1. Check Clear view before import to replace all rows in the table with those in the file.
   2. Leave Clear view before import unchecked to add rows from the file to the table.
4. Click OK.

Exporting data

Your Table toolbar may include a button that allows you to export the current data grid to Microsoft Excel and/or a csv file.

To export data from a Table to Microsoft Excel:

1. On the Table toolbar, click the Export to Excel button. The Save As dialog opens.
2. Specify the file name and location for the export file. 
3. Click Save. The data is exported, and the file opens in Microsoft Excel.

To export data from a Table to a csv file:

1. On the Table toolbar, click the Export button. The export dialog opens.
2. Specify the file name and location for the export file.
3. Click OK. The data is exported and you are given the option to view the file, or close the dialog.

Note: View File will open the file in the application registered to open the specified file type (csv).

Working with attachments

Your table may include eone or more columns that allow file attachments. Files that you attach are stored in the database after you click Submit. You can attach files of any extension; however, your computer must have an appropriate program installed to open any file attachments that you download from the database.

Note: Depending on your system configuration, the option to attach files may not be available. Contact your System Administrator for more information.

Attaching a file

You can attach a file to a cell in a Table to provide supplemental information.

To attach a file to a cell:

1. Click the field that allows file attachments, and then click the paperclip icon. The Attachments dialog opens.
2. Click Attachment. The Choose file dialog opens.
3. Navigate to, and select, the file you want to upload. File names for attachments must be unique within a cell.

   Note: Due to limits in path lengths on Windows operating systems, file name lengths are limited to 100 characters or less, and path lengths (including the file name and extension) are limited to 256 characters or less. If you are encountering issues attaching files with long file names, contact your System Administrator.

4. Click Open. The Attachments dialog appears with the new file in the list and To be added in the Pending Action field. If you are attaching a modified version of an existing attachment, To be replaced appears in the Pending Action field. If you change your mind about attaching a file, you can click Undo.
5. Click OK. A paperclip icon appears in the selected cell.

   Note: Attachments are added to the Longview database when you submit the data to the database.

Opening and saving attachments

If you want to open an attachment or save a copy locally, you can open or download the attachment from the Longview database from the Attachments dialog.

To open or save an attachment:

1. Click the field that allows file attachments, and then click the paperclip icon. The Attachments dialog opens.
2. From the list of files, click the attachment you want to open or save. The File Download dialog opens.
3. Do one of the following:
   • To view the attachment, click Open. The file opens.

     Note: You must have an appropriate program installed on your local machine to open attachments.

   • To save the attachment, click Save. The Save As dialog opens. Browse to the location to which to save the file and click Save. The file is saved to the specified location.

Removing attachments

If you have not yet submitted data to the database and do not need an attachment that you added during your session, you can remove it from the Data Table.

If you want to remove an attachment that you have already submitted to the database, see Deleting attachments from the database.

To remove attachments:

1. Click the field that allows file attachments, and then click the paperclip icon. The Attachments dialog opens.
2. Click Attachments. The Attachments dialog opens.
3. Select the check box next to the file or files you want to remove, then click Undo. To be removed appears in the Pending Action field.

Note: The attachment is removed from the selected cell only; if you have files with the same name attached to other cells or templates, you must repeat this procedure to remove each individual instance.

Deleting attachments from the database

If you no longer need an attachment, and you have submitted the data, you can delete the attachment from the Longview database.

For information on removing attachments before you submit the data to the database, see Removing attachments.

To delete attachments:

1. Click the field that allows file attachments, and then click the paperclip icon. The Attachments dialog opens.
2. Click Attachments. The Attachments dialog opens.
3. Select the check box next to the file or files you want to delete, then click Remove. If you change your mind, you can click Undo.
4. Click Close.

Note: Attachments are deleted from the database when you submit the data to the database. Attachments are deleted for the selected cell only; if you have files with the same name attached to other cells or Data Grids, you must repeat this procedure for each instance.